Thornburg Value Financials
| TVRRX Fund | USD 89.25 0.76 0.84% |
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 Value Fund Summary
Thornburg Value competes with Rbc Bluebay, Touchstone Ohio, Multisector Bond, T Rowe, and Artisan High. Under normal conditions, the fund invests at least 80 percent of its net assets in small- and mid-capitalization companies. The Advisor expects to invest primarily in domestic common stocks. However, the fund may own foreign common stocks which, in the opinion of the funds investment advisor, Thornburg Investment Management, Inc. , offer prospects for meeting the funds investment goals.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Thornburg Investment Trust |
| Mutual Fund Family | Thornburg |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 847 0200 |
| Currency | USD - US Dollar |
Thornburg Value Key Financial Ratios
Thornburg Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Thornburg Value's current stock value. Our valuation model uses many indicators to compare Thornburg Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Thornburg Value competition to find correlations between indicators driving Thornburg Value's intrinsic value. More Info.Thornburg Value Fund 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 1.30 of Price To Book per Price To Earning. 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 Value's earnings, one of the primary drivers of an investment's value.Thornburg Value Systematic Risk
Thornburg Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Thornburg Value 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 Value correlated with the market. If Beta is less than 0 Thornburg Value generally moves in the opposite direction as compared to the market. If Thornburg Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Thornburg Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Thornburg Value is generally in the same direction as the market. If Beta > 1 Thornburg Value moves generally in the same direction as, but more than the movement of the benchmark.
Thornburg Value November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Thornburg Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Thornburg Value Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Thornburg Value Fund 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 Value's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9707 | |||
| Information Ratio | 0.058 | |||
| Maximum Drawdown | 6.14 | |||
| Value At Risk | (1.36) | |||
| Potential Upside | 2.08 |
Other Information on Investing in Thornburg Mutual Fund
Thornburg Value 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 Value security.
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