Thornburg Strategic Financials
| TSIAX Fund | USD 11.52 0.03 0.26% |
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 Strategic Fund Summary
Thornburg Strategic competes with Thornburg Value, Thornburg Value, Thornburg International, Thornburg International, and Thornburg International. The fund pursues its investment goals by investing in a broad range of income-producing investments from throughout the world, primarily including debt obligations. The manager expects, under normal conditions, to invest a majority of its assets in the debt obligations. The fund may invest in debt obligations of any kind, of any quality, and of any maturity.Specialization | Multisector Bond, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US8852152284 |
| Business Address | Thornburg Investment Trust |
| Mutual Fund Family | Thornburg |
| Mutual Fund Category | Multisector Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 847 0200 |
| Currency | USD - US Dollar |
Thornburg Strategic Key Financial Ratios
Thornburg Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Thornburg Strategic's current stock value. Our valuation model uses many indicators to compare Thornburg Strategic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Thornburg Strategic competition to find correlations between indicators driving Thornburg Strategic's intrinsic value. More Info.Thornburg Strategic Income is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Thornburg Strategic Income is roughly 9.72 . 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 Strategic's earnings, one of the primary drivers of an investment's value.Thornburg Strategic Systematic Risk
Thornburg Strategic's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Thornburg Strategic 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Thornburg Strategic correlated with the market. If Beta is less than 0 Thornburg Strategic generally moves in the opposite direction as compared to the market. If Thornburg Strategic Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Thornburg Strategic is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Thornburg Strategic is generally in the same direction as the market. If Beta > 1 Thornburg Strategic moves generally in the same direction as, but more than the movement of the benchmark.
Thornburg Strategic November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Thornburg Strategic help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Thornburg Strategic Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Thornburg Strategic 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 Strategic's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2324 | |||
| Information Ratio | (0.67) | |||
| Maximum Drawdown | 0.8734 | |||
| Value At Risk | (0.43) | |||
| Potential Upside | 0.2611 |
Other Information on Investing in Thornburg Mutual Fund
Thornburg Strategic 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 Strategic security.
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