Thornburg Summit Financials
| TSAMX Fund | USD 12.97 0.17 1.29% |
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 Summit Fund Summary
Thornburg Summit competes with Thornburg Value, Thornburg Value, Thornburg International, Thornburg International, and Thornburg International. The funds investments are expected to emphasize long positions in equity securities and fixed income obligations, though the fund may also invest a significant amount of its assets in short positions. There are no specific percentage limitations on the amount of the funds portfolio that may be invested in a particular asset class, and the proportions of the funds assets that are invested in the respective asset classes are expected to vary over time and from time to time depending upon Thornburgs perceptions of which types of investments represent better values and opportunities.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Thornburg |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Thornburg Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Thornburg Summit's current stock value. Our valuation model uses many indicators to compare Thornburg Summit value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Thornburg Summit competition to find correlations between indicators driving Thornburg Summit's intrinsic value. More Info.Thornburg Summit is rated top fund in annual yield among similar funds. It also is rated top fund in net asset among similar funds making up about 4,122,937,758 of Net Asset 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 Summit's earnings, one of the primary drivers of an investment's value.Thornburg Summit Systematic Risk
Thornburg Summit's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Thornburg Summit 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Thornburg Summit correlated with the market. If Beta is less than 0 Thornburg Summit generally moves in the opposite direction as compared to the market. If Thornburg Summit Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Thornburg Summit is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Thornburg Summit is generally in the same direction as the market. If Beta > 1 Thornburg Summit moves generally in the same direction as, but more than the movement of the benchmark.
Thornburg Summit March 11, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Thornburg Summit help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Thornburg Summit. We use our internally-developed statistical techniques to arrive at the intrinsic value of Thornburg Summit 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 Summit's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5947 | |||
| Information Ratio | 0.2009 | |||
| Maximum Drawdown | 2.3 | |||
| Value At Risk | (0.76) | |||
| Potential Upside | 0.8365 |
Other Information on Investing in Thornburg Mutual Fund
Thornburg Summit 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 Summit security.
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