Transamerica Capital Growth Fund Manager Performance Evaluation
| TAAEX Fund | 37.99 0.72 1.93% |
The entity has a beta of -0.045, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Transamerica Capital are expected to decrease at a much lower rate. During the bear market, Transamerica Capital is likely to outperform the market.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Transamerica Capital Growth are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Transamerica Capital showed solid returns over the last few months and may actually be approaching a breakup point.
...moreTransamerica |
Transamerica Capital Relative Risk vs. Return Landscape
If you would invest 3,021 in Transamerica Capital Growth on October 11, 2024 and sell it today you would earn a total of 778.00 from holding Transamerica Capital Growth or generate 25.75% return on investment over 90 days. Transamerica Capital Growth is currently producing 0.3933% returns and takes up 1.8608% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Transamerica, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Transamerica Capital Current Valuation
Overvalued
Today
Please note that Transamerica Capital's price fluctuation is very steady at this time. Transamerica Capital has a current Real Value of USD34.3 per share. The regular price of the fund is USD37.99. Our model measures the value of Transamerica Capital from inspecting the fund technical indicators and probability of bankruptcy. In general, investors 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 Transamerica Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Transamerica Mutual Fund. However, Transamerica Capital'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 37.99 | Real 34.3 | Hype 37.99 | Naive 38.58 |
The intrinsic value of Transamerica Capital'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 Transamerica Capital'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 Transamerica Capital Growth helps investors to forecast how Transamerica 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 Transamerica Capital more accurately as focusing exclusively on Transamerica Capital's fundamentals will not take into account other important factors: Transamerica Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Transamerica Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Transamerica Capital Growth, and traders can use it to determine the average amount a Transamerica Capital'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 = 0.2114
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Estimated Market Risk
| 1.86 actual daily | 16 84% of assets are more volatile |
Expected Return
| 0.39 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Transamerica Capital is performing at about 16% 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 Transamerica Capital by adding it to a well-diversified portfolio.
About Transamerica Capital Performance
Evaluating Transamerica Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Transamerica Capital 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 Transamerica Capital 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 seeks long-term capital growth by investing primarily in established and emerging companies with capitalizations at the time of purchase within the range of companies included in the Russell 1000 Growth Index. It may invest up to 25 percent of its net assets in securities of foreign issuers, including issuers located in emerging market or developing countries, securities classified as ADRs, GDRs, ADSs or GDSs, foreign U.S. dollar denominated securities that are traded on a U.S. exchange and local shares of non-U.S. issuers.Things to note about Transamerica Capital performance evaluation
Checking the ongoing alerts about Transamerica Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Transamerica Capital 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 all of the assets in different exotic instruments |
- Analyzing Transamerica Capital'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 Transamerica Capital's stock is overvalued or undervalued compared to its peers.
- Examining Transamerica Capital'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 Transamerica Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Transamerica Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Transamerica Capital's mutual fund. These opinions can provide insight into Transamerica Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Transamerica Mutual Fund
Transamerica Capital financial ratios help investors to determine whether Transamerica 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 Transamerica with respect to the benefits of owning Transamerica Capital security.
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