Thornburg Low Financials
| TLDAX Fund | USD 12.22 0.00 0.00% |
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 Low Fund Summary
Thornburg Low competes with Calvert Conservative, Harbor Diversified, Delaware Limited-term, Prudential Core, and Aqr Diversified. The fund invests 80 percent of its net assets in obligations of the U.S. government, its agencies and instrumentalities, and debt obligations rated at the time of purchase in one of the four highest ratings of SP Global Ratings or Moodys Investors Services, Inc. or, if no credit rating is available, judged to be of comparable quality by Thornburg.Specialization | Ultrashort Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Thornburg Investment Trust |
| Mutual Fund Family | Thornburg |
| Mutual Fund Category | Ultrashort Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 847 0200 |
| Currency | USD - US Dollar |
Thornburg Low Key Financial Ratios
Thornburg Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Thornburg Low's current stock value. Our valuation model uses many indicators to compare Thornburg Low value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Thornburg Low competition to find correlations between indicators driving Thornburg Low's intrinsic value. More Info.Thornburg Low Duration is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 5,773 of Year To Date Return per Annual Yield. 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 Low's earnings, one of the primary drivers of an investment's value.Thornburg Low Duration Systematic Risk
Thornburg Low's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Thornburg Low 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Thornburg Low Duration correlated with the market. If Beta is less than 0 Thornburg Low generally moves in the opposite direction as compared to the market. If Thornburg Low Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Thornburg Low Duration is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Thornburg Low is generally in the same direction as the market. If Beta > 1 Thornburg Low moves generally in the same direction as, but more than the movement of the benchmark.
Thornburg Low December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Thornburg Low help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Thornburg Low Duration. We use our internally-developed statistical techniques to arrive at the intrinsic value of Thornburg Low Duration 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 Low's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.0899 | |||
| Information Ratio | (1.18) | |||
| Maximum Drawdown | 0.5772 | |||
| Value At Risk | (0.08) | |||
| Potential Upside | 0.0826 |
Other Information on Investing in Thornburg Mutual Fund
Thornburg Low 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 Low security.
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