Thornburg Limited Term Fund Manager Performance Evaluation
| LTUSX Fund | USD 11.97 0.02 0.17% |
The entity has a beta of -0.0246, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Thornburg Limited are expected to decrease at a much lower rate. During the bear market, Thornburg Limited is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Thornburg Limited Term has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Thornburg 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 | 1st of February 2023 | |
| Expense Ratio | 0.9500 |
Thornburg |
Thornburg Limited Relative Risk vs. Return Landscape
If you would invest 1,203 in Thornburg Limited Term on August 29, 2024 and sell it today you would lose (6.00) from holding Thornburg Limited Term or give up 0.5% of portfolio value over 90 days. Thornburg Limited Term is currently producing negative expected returns and takes up 0.2021% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Thornburg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Thornburg Limited Current Valuation
Fairly Valued
Today
Please note that Thornburg Limited's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Thornburg Limited Term has a current Real Value of $11.97 per share. The regular price of the fund is $11.97. We determine the value of Thornburg Limited Term 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 Thornburg Limited is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Thornburg Mutual Fund. However, Thornburg 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 11.97 | Real 11.97 | Hype 11.95 | Naive 11.96 |
The intrinsic value of Thornburg 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 Thornburg 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 Thornburg Limited Term helps investors to forecast how Thornburg 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 Thornburg Limited more accurately as focusing exclusively on Thornburg Limited's fundamentals will not take into account other important factors: Thornburg Limited Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Thornburg Limited's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Thornburg Limited Term, and traders can use it to determine the average amount a Thornburg 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 = -0.0377
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LTUSX |
Estimated Market Risk
| 0.2 actual daily | 1 99% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Thornburg Limited is not performing at its full potential. However, 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 Thornburg Limited by adding Thornburg Limited to a well-diversified portfolio.
Thornburg Limited Fundamentals Growth
Thornburg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Thornburg Limited, and Thornburg 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 Thornburg Mutual Fund performance.
| Total Asset | 49.03 M | |||
About Thornburg Limited Performance
Evaluating Thornburg Limited's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Thornburg 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 Thornburg 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.
The fund invests at least 80 percent of its assets in U.S. government securities. The manager seeks to reduce changes in its share value by maintaining a portfolio of investments with a dollar-weighted average maturity or expected life of normally less than five years.Things to note about Thornburg Limited Term performance evaluation
Checking the ongoing alerts about Thornburg Limited for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Thornburg Limited Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Thornburg Limited generated a negative expected return over the last 90 days | |
| The fund generated three year return of 0.0% | |
| Thornburg Limited Term maintains about 7.52% of its assets in cash |
- Analyzing Thornburg 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 Thornburg Limited's stock is overvalued or undervalued compared to its peers.
- Examining Thornburg 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 Thornburg Limited's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Thornburg Limited's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Thornburg Limited's mutual fund. These opinions can provide insight into Thornburg Limited's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Thornburg Mutual Fund
Thornburg Limited 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 Limited security.
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