Tanaka Growth Fund Manager Performance Evaluation
| TGFRX Fund | USD 49.60 0.54 1.10% |
The entity has a beta of 1.05, which indicates a somewhat significant risk relative to the market. Tanaka Growth returns are very sensitive to returns on the market. As the market goes up or down, Tanaka Growth is expected to follow.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Tanaka Growth Fund are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Tanaka Growth may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 30th of March 2023 | |
| Expense Ratio | 2.1500 |
Tanaka |
Tanaka Growth Relative Risk vs. Return Landscape
If you would invest 4,664 in Tanaka Growth Fund on September 22, 2024 and sell it today you would earn a total of 296.00 from holding Tanaka Growth Fund or generate 6.35% return on investment over 90 days. Tanaka Growth Fund is currently producing 0.1021% returns and takes up 1.2232% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Tanaka, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tanaka Growth Current Valuation
Undervalued
Today
Please note that Tanaka Growth's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Tanaka Growth has a current Real Value of $6.27 per share. The regular price of the fund is $49.6. We determine the value of Tanaka Growth 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 Tanaka Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tanaka Mutual Fund. However, Tanaka Growth'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 49.6 | Real 6.27 | Hype 0.0 | Naive 47.59 |
The intrinsic value of Tanaka Growth'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 Tanaka Growth'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 Tanaka Growth Fund helps investors to forecast how Tanaka 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 Tanaka Growth more accurately as focusing exclusively on Tanaka Growth's fundamentals will not take into account other important factors: Tanaka Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tanaka Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tanaka Growth Fund, and traders can use it to determine the average amount a Tanaka Growth'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 = 0.0835
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| Cash | TGFRX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.22 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Tanaka Growth is performing at about 6% of its full potential. 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 Tanaka Growth by adding it to a well-diversified portfolio.
Tanaka Growth Fundamentals Growth
Tanaka Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tanaka Growth, and Tanaka Growth 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 Tanaka Mutual Fund performance.
| Price To Earning | 14.92 X | ||||
| Price To Book | 3.26 X | ||||
| Price To Sales | 2.66 X | ||||
About Tanaka Growth Performance
Evaluating Tanaka Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tanaka Growth 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 Tanaka Growth 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 invests primarily in common stocks and other equity securities of small, medium and large capitalization companies. It invests up to 45 percent of its net assets, measured at the time of investment, in foreign securities, including multinational and emerging market securities. The fund is non-diversified.Things to note about Tanaka Growth performance evaluation
Checking the ongoing alerts about Tanaka Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tanaka Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 6.45% of its assets in cash |
- Analyzing Tanaka Growth'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 Tanaka Growth's stock is overvalued or undervalued compared to its peers.
- Examining Tanaka Growth'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 Tanaka Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tanaka Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tanaka Growth's mutual fund. These opinions can provide insight into Tanaka Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tanaka Mutual Fund
Tanaka Growth financial ratios help investors to determine whether Tanaka 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 Tanaka with respect to the benefits of owning Tanaka Growth security.
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