Thrivent Limited Maturity Fund Manager Performance Evaluation
| LBLAX Fund | USD 12.41 0.01 0.08% |
The entity has a beta of -0.011, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Thrivent Limited are expected to decrease at a much lower rate. During the bear market, Thrivent Limited is likely to outperform the market.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Thrivent Limited Maturity are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Thrivent Limited is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 0.5800 |
Thrivent |
Thrivent Limited Relative Risk vs. Return Landscape
If you would invest 1,235 in Thrivent Limited Maturity on September 2, 2024 and sell it today you would earn a total of 6.00 from holding Thrivent Limited Maturity or generate 0.49% return on investment over 90 days. Thrivent Limited Maturity is currently producing 0.0076% returns and takes up 0.1053% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Thrivent, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Thrivent Limited Current Valuation
Overvalued
Today
Please note that Thrivent Limited's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Thrivent Limited Maturity has a current Real Value of $11.42 per share. The regular price of the fund is $12.41. We determine the value of Thrivent Limited Maturity from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Thrivent Limited is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Thrivent Mutual Fund. However, Thrivent Limited'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 12.41 | Real 11.42 | Hype 12.41 | Naive 12.41 |
The intrinsic value of Thrivent Limited'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, news, and other external factors that may influence Thrivent Limited's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Thrivent Limited Maturity helps investors to forecast how Thrivent mutual 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 Thrivent Limited more accurately as focusing exclusively on Thrivent Limited's fundamentals will not take into account other important factors: Thrivent Limited Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Thrivent Limited's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Thrivent Limited Maturity, and traders can use it to determine the average amount a Thrivent Limited'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 = 0.0724
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| LBLAX |
Based on monthly moving average Thrivent Limited is performing at about 5% 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 Thrivent Limited by adding it to a well-diversified portfolio.
Thrivent Limited Fundamentals Growth
Thrivent Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Thrivent Limited, and Thrivent Limited 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 Thrivent Mutual Fund performance.
| Total Asset | 256.62 M | ||||
About Thrivent Limited Performance
Evaluating Thrivent Limited's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Thrivent Limited 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 Thrivent Limited has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests at least 80 percent of its net assets in investment grade debt securities or preferred stock. At the time of purchase, these investment grade securities are rated at or above BBB- by SP, or Baa3 by Moodys, or unrated but considered to be of comparable quality by the Adviser, with the dollar-weighted average effective maturity for the fund expected to be between one and five years.Things to note about Thrivent Limited Maturity performance evaluation
Checking the ongoing alerts about Thrivent Limited for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Thrivent Limited Maturity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 7.67% of its assets in cash |
- Analyzing Thrivent Limited'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 Thrivent Limited's stock is overvalued or undervalued compared to its peers.
- Examining Thrivent Limited'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 Thrivent Limited's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Thrivent Limited's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Thrivent Limited's mutual fund. These opinions can provide insight into Thrivent Limited's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Thrivent Mutual Fund
Thrivent Limited financial ratios help investors to determine whether Thrivent 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 Thrivent with respect to the benefits of owning Thrivent Limited security.
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