Thornburg Investment Financials
| TIBOX Fund | USD 25.72 0.01 0.04% |
Thornburg |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Thornburg Investment Fund Summary
Thornburg Investment competes with Angel Oak, Maryland Short, Calvert Short, Quantitative, and Rbc Ultra-short. The fund pursues its investment goals by investing in a broad range of income producing securities, primarily including stocks and bonds. It will under normal conditions invest at least 80 percent of its net assets in income-producing securities, and at least 50 percent of its net assets in common stocks.Specialization | World Allocation, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Thornburg Investment Trust |
| Mutual Fund Family | Thornburg |
| Mutual Fund Category | World Allocation |
| Benchmark | Dow Jones Industrial |
| Phone | 800 847 0200 |
| Currency | USD - US Dollar |
Thornburg Investment Key Financial Ratios
Thornburg Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Thornburg Investment's current stock value. Our valuation model uses many indicators to compare Thornburg Investment value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Thornburg Investment competition to find correlations between indicators driving Thornburg Investment's intrinsic value. More Info.Thornburg Investment Income is rated top fund in price to earning among similar funds. It also is rated top fund in annual yield among similar funds fabricating about 0.02 of Annual Yield per Price To Earning. The ratio of Price To Earning to Annual Yield for Thornburg Investment Income is roughly 56.56 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Thornburg Investment's earnings, one of the primary drivers of an investment's value.Thornburg Investment Systematic Risk
Thornburg Investment's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Thornburg Investment volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was four with a total number of output elements of fifty-seven. The Beta measures systematic risk based on how returns on Thornburg Investment correlated with the market. If Beta is less than 0 Thornburg Investment generally moves in the opposite direction as compared to the market. If Thornburg Investment Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Thornburg Investment is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Thornburg Investment is generally in the same direction as the market. If Beta > 1 Thornburg Investment moves generally in the same direction as, but more than the movement of the benchmark.
Thornburg Investment November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Thornburg Investment help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Thornburg Investment Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Thornburg Investment Income based on widely used predictive technical indicators. In general, we focus on analyzing Thornburg Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Thornburg Investment's daily price indicators and compare them against related drivers.
| Information Ratio | (0.35) | |||
| Maximum Drawdown | 3.33 | |||
| Value At Risk | (0.83) | |||
| Potential Upside | 0.5814 |
Other Information on Investing in Thornburg Mutual Fund
Thornburg Investment financial ratios help investors to determine whether Thornburg 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 Thornburg with respect to the benefits of owning Thornburg Investment security.
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