Templeton World Fund Manager Performance Evaluation
| TWDAX Fund | USD 18.54 0.16 0.87% |
The entity has a beta of 0.75, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Templeton World's returns are expected to increase less than the market. However, during the bear market, the loss of holding Templeton World is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Templeton World Fund are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Templeton World may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.8000 |
Templeton |
Templeton World Relative Risk vs. Return Landscape
If you would invest 1,741 in Templeton World Fund on September 13, 2024 and sell it today you would earn a total of 113.00 from holding Templeton World Fund or generate 6.49% return on investment over 90 days. Templeton World Fund is currently producing 0.1009% returns and takes up 0.7304% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Templeton, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Templeton World Current Valuation
Undervalued
Today
Please note that Templeton World's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Templeton World has a current Real Value of $20.3 per share. The regular price of the fund is $18.54. We determine the value of Templeton World 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 Templeton World is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Templeton Mutual Fund. However, Templeton World'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 18.54 | Real 20.3 | Hype 18.54 | Naive 18.71 |
The intrinsic value of Templeton World'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 Templeton World'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 Templeton World Fund helps investors to forecast how Templeton 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 Templeton World more accurately as focusing exclusively on Templeton World's fundamentals will not take into account other important factors: Templeton World Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Templeton World's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Templeton World Fund, and traders can use it to determine the average amount a Templeton World'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 = 0.1382
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| Cash | TWDAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Templeton World is performing at about 10% 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 Templeton World by adding it to a well-diversified portfolio.
Templeton World Fundamentals Growth
Templeton Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Templeton World, and Templeton World 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 Templeton Mutual Fund performance.
| Price To Earning | 12.89 X | ||||
| Price To Book | 1.10 X | ||||
| Price To Sales | 0.85 X | ||||
| Total Asset | 3.06 B | ||||
About Templeton World Performance
Evaluating Templeton World's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Templeton World 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 Templeton World 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 predominantly in the equity securities of companies located anywhere in the world, including developing markets. Under normal circumstances, it will invest in issuers located in at least three different countries . The equity securities in which the fund invests are primarily common stock, and may include small and mid capitalization companies. Although the manager will search for investments across a large number of regions, countries and sectors, from time to time, based on economic conditions, it may have significant positions in particular regions, countries or sectors.Things to note about Templeton World performance evaluation
Checking the ongoing alerts about Templeton World for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Templeton World 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 6.1% of its assets in cash |
- Analyzing Templeton World'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 Templeton World's stock is overvalued or undervalued compared to its peers.
- Examining Templeton World'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 Templeton World's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Templeton World's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Templeton World's mutual fund. These opinions can provide insight into Templeton World's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Templeton Mutual Fund
Templeton World financial ratios help investors to determine whether Templeton 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 Templeton with respect to the benefits of owning Templeton World security.
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