Transamerica Flexible Income Fund Manager Performance Evaluation
| TFXIX Fund | USD 8.09 0.02 0.25% |
The entity has a beta of -0.0449, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Transamerica Flexible are expected to decrease at a much lower rate. During the bear market, Transamerica Flexible is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Transamerica Flexible Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Transamerica Flexible is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.5000 |
Transamerica |
Transamerica Flexible Relative Risk vs. Return Landscape
If you would invest 825.00 in Transamerica Flexible Income on September 13, 2024 and sell it today you would lose (16.00) from holding Transamerica Flexible Income or give up 1.94% of portfolio value over 90 days. Transamerica Flexible Income is currently producing negative expected returns and takes up 0.2865% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Transamerica, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Transamerica Flexible Current Valuation
Overvalued
Today
Please note that Transamerica Flexible's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Transamerica Flexible has a current Real Value of $7.9 per share. The regular price of the fund is $8.09. We determine the value of Transamerica Flexible from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Transamerica Flexible is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Transamerica Mutual Fund. However, Transamerica Flexible's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 8.09 | Real 7.9 | Hype 8.09 | Naive 8.1 |
The intrinsic value of Transamerica Flexible's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Transamerica Flexible's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Transamerica Flexible Income helps investors to forecast how Transamerica mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Transamerica Flexible more accurately as focusing exclusively on Transamerica Flexible's fundamentals will not take into account other important factors: Transamerica Flexible Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Transamerica Flexible's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Transamerica Flexible Income, and traders can use it to determine the average amount a Transamerica Flexible's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1071
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| Negative Returns | TFXIX |
Estimated Market Risk
| 0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Transamerica Flexible is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Transamerica Flexible by adding Transamerica Flexible to a well-diversified portfolio.
Transamerica Flexible Fundamentals Growth
Transamerica Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Transamerica Flexible, and Transamerica Flexible fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Transamerica Mutual Fund performance.
| Price To Earning | 14.28 X | ||||
| Price To Book | 27.52 X | ||||
| Price To Sales | 1.91 X | ||||
| Total Asset | 917.04 M | ||||
About Transamerica Flexible Performance
Evaluating Transamerica Flexible's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Transamerica Flexible has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Transamerica Flexible has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in fixed-income securities. Up to 30 percent of the funds net assets may be invested in debt securities that do not meet the investment grade criteria . The fund may invest up to 5 percent of its net assets in equity securities. It may invest in securities of any maturity and does not have a target average duration.Things to note about Transamerica Flexible performance evaluation
Checking the ongoing alerts about Transamerica Flexible for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Transamerica Flexible help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Transamerica Flexible generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Transamerica Flexible maintains about 9.92% of its assets in cash |
- Analyzing Transamerica Flexible's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Transamerica Flexible's stock is overvalued or undervalued compared to its peers.
- Examining Transamerica Flexible's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Transamerica Flexible's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Transamerica Flexible's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Transamerica Flexible's mutual fund. These opinions can provide insight into Transamerica Flexible's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Transamerica Mutual Fund
Transamerica Flexible financial ratios help investors to determine whether Transamerica Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Transamerica with respect to the benefits of owning Transamerica Flexible security.
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