Tswhgyldbdinstl Fund Manager Performance Evaluation
| TSWHX Fund | USD 9.34 0.01 0.11% |
The entity has a beta of 0.0461, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Tswhgyldbdinstl's returns are expected to increase less than the market. However, during the bear market, the loss of holding Tswhgyldbdinstl is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Tswhgyldbdinstl are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Tswhgyldbdinstl is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreTswhgyldbdinstl |
Tswhgyldbdinstl Relative Risk vs. Return Landscape
If you would invest 919.00 in Tswhgyldbdinstl on August 31, 2024 and sell it today you would earn a total of 15.00 from holding Tswhgyldbdinstl or generate 1.63% return on investment over 90 days. Tswhgyldbdinstl is currently producing 0.0258% returns and takes up 0.134% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Tswhgyldbdinstl, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tswhgyldbdinstl Current Valuation
Overvalued
Today
Please note that Tswhgyldbdinstl's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Tswhgyldbdinstl has a current Real Value of $8.57 per share. The regular price of the fund is $9.34. We determine the value of Tswhgyldbdinstl 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 Tswhgyldbdinstl is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tswhgyldbdinstl Mutual Fund. However, Tswhgyldbdinstl'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 9.34 | Real 8.57 | Hype 9.33 |
The intrinsic value of Tswhgyldbdinstl'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 Tswhgyldbdinstl'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 Tswhgyldbdinstl helps investors to forecast how Tswhgyldbdinstl 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 Tswhgyldbdinstl more accurately as focusing exclusively on Tswhgyldbdinstl's fundamentals will not take into account other important factors: Tswhgyldbdinstl Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tswhgyldbdinstl's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tswhgyldbdinstl, and traders can use it to determine the average amount a Tswhgyldbdinstl'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 = 0.1925
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TSWHX |
Estimated Market Risk
| 0.13 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Tswhgyldbdinstl is performing at about 15% 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 Tswhgyldbdinstl by adding it to a well-diversified portfolio.
Tswhgyldbdinstl Fundamentals Growth
Tswhgyldbdinstl Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tswhgyldbdinstl, and Tswhgyldbdinstl 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 Tswhgyldbdinstl Mutual Fund performance.
| Total Asset | 12.37 M | ||||
About Tswhgyldbdinstl Performance
Evaluating Tswhgyldbdinstl's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tswhgyldbdinstl 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 Tswhgyldbdinstl 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, under normal circumstances, at least 80 percent of its net assets in high yield fixed income securities, also known as junk bonds. The funds fixed income securities include primarily corporate debt. The fund adviser expects to invest primarily in securities denominated in U.S. dollars and may invest in companies of any size, including small- and mid-capitalization companies.Things to note about Tswhgyldbdinstl performance evaluation
Checking the ongoing alerts about Tswhgyldbdinstl for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tswhgyldbdinstl 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 all of the assets in different exotic instruments |
- Analyzing Tswhgyldbdinstl'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 Tswhgyldbdinstl's stock is overvalued or undervalued compared to its peers.
- Examining Tswhgyldbdinstl'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 Tswhgyldbdinstl's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tswhgyldbdinstl's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tswhgyldbdinstl's mutual fund. These opinions can provide insight into Tswhgyldbdinstl's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tswhgyldbdinstl Mutual Fund
Tswhgyldbdinstl financial ratios help investors to determine whether Tswhgyldbdinstl 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 Tswhgyldbdinstl with respect to the benefits of owning Tswhgyldbdinstl security.
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