Td Comfort Balanced Fund Manager Performance Evaluation
| 0P0001FAU8 | CAD 13.09 0.14 1.08% |
The entity owns a Beta (Systematic Risk) of 0.041, which indicates not very significant fluctuations relative to the market. As returns on the market increase, TD Comfort's returns are expected to increase less than the market. However, during the bear market, the loss of holding TD Comfort is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in TD Comfort Balanced are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. Despite nearly stable technical and fundamental indicators, TD Comfort is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders.
...more| Fifty Two Week Low | 10.14 | |
| Fifty Two Week High | 10.99 |
0P0001FAU8 |
TD Comfort Relative Risk vs. Return Landscape
If you would invest 1,268 in TD Comfort Balanced on August 29, 2024 and sell it today you would earn a total of 41.00 from holding TD Comfort Balanced or generate 3.23% return on investment over 90 days. TD Comfort Balanced is generating 0.0518% of daily returns and assumes 0.3102% volatility on return distribution over the 90 days horizon. Simply put, 2% of funds are less volatile than 0P0001FAU8, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
TD Comfort Current Valuation
Fairly Valued
Today
Please note that TD Comfort's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. TD Comfort Balanced owns a latest Real Value of C$13.03 per share. The recent price of the fund is C$13.09. We determine the value of TD Comfort Balanced from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend locking in undervalued funds and disposing overvalued funds since, sooner or later, fund prices and their ongoing real values will merge together.
The fair value of the 0P0001FAU8 fund is determined by what a typical buyer is willing to pay for full or partial control of TD Comfort Balanced. Since TD Comfort is currently traded on the exchange, buyers and sellers on that exchange determine the market value of 0P0001FAU8 Fund. However, TD Comfort's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 13.09 | Real 13.03 | Hype 13.09 |
The real value of 0P0001FAU8 Fund, also known as its intrinsic value, is the underlying worth of TD Comfort Balanced Fund, which is reflected in its stock price. It is based on TD Comfort's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of TD Comfort's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of TD Comfort Balanced helps investors to forecast how 0P0001FAU8 fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of TD Comfort more accurately as focusing exclusively on TD Comfort's fundamentals will not take into account other important factors: TD Comfort Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for TD Comfort's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as TD Comfort Balanced, and traders can use it to determine the average amount a TD Comfort's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.167
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Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average TD Comfort is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of TD Comfort by adding it to a well-diversified portfolio.
TD Comfort Fundamentals Growth
0P0001FAU8 Fund prices reflect investors' perceptions of the future prospects and financial health of TD Comfort, and TD Comfort fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on 0P0001FAU8 Fund performance.
| Total Asset | 6.52 B | |||
About TD Comfort Performance
By analyzing TD Comfort's fundamental ratios, stakeholders can gain valuable insights into TD Comfort's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if TD Comfort has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if TD Comfort has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fundamental investment objective is to seek to generate interest andor dividend income while also providing the opportunity for moderate long-term capital growth. TD Comfort is traded on Toronto Stock Exchange in Canada.Things to note about TD Comfort Balanced performance evaluation
Checking the ongoing alerts about TD Comfort for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for TD Comfort Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 40.77% of its total net assets in fixed income securities |
- Analyzing TD Comfort's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether TD Comfort's stock is overvalued or undervalued compared to its peers.
- Examining TD Comfort's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating TD Comfort's management team can have a significant impact on its success or failure. Reviewing the track record and experience of TD Comfort's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of TD Comfort's fund. These opinions can provide insight into TD Comfort's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in 0P0001FAU8 Fund
TD Comfort financial ratios help investors to determine whether 0P0001FAU8 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 0P0001FAU8 with respect to the benefits of owning TD Comfort security.
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