Transamerica Strategic High Fund Manager Performance Evaluation
| TASHX Fund | USD 16.33 0.02 0.12% |
The entity has a beta of 0.51, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Transamerica Strategic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Transamerica Strategic is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Transamerica Strategic High are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Transamerica Strategic 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 March 2025 | |
| Expense Ratio | 0.9900 |
Transamerica |
Transamerica Strategic Relative Risk vs. Return Landscape
If you would invest 1,577 in Transamerica Strategic High on October 14, 2025 and sell it today you would earn a total of 56.00 from holding Transamerica Strategic High or generate 3.55% return on investment over 90 days. Transamerica Strategic High is currently producing 0.0571% returns and takes up 0.3903% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Transamerica, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Transamerica Strategic Current Valuation
Fairly Valued
Today
Please note that Transamerica Strategic's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Transamerica Strategic has a current Real Value of $16.26 per share. The regular price of the fund is $16.33. We determine the value of Transamerica Strategic 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 Transamerica Strategic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Transamerica Mutual Fund. However, Transamerica Strategic'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 16.33 | Real 16.26 | Hype 16.33 | Naive 16.46 |
The intrinsic value of Transamerica Strategic'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 Strategic'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 Strategic High 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 Strategic more accurately as focusing exclusively on Transamerica Strategic's fundamentals will not take into account other important factors: Transamerica Strategic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Transamerica Strategic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Transamerica Strategic High, and traders can use it to determine the average amount a Transamerica Strategic'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 = 0.1462
| High Returns | Best Equity | |||
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| Cash | TASHX | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Transamerica Strategic is performing at about 11% 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 Strategic by adding it to a well-diversified portfolio.
Transamerica Strategic Fundamentals Growth
Transamerica Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Transamerica Strategic, and Transamerica Strategic 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 Transamerica Mutual Fund performance.
| Price To Earning | 15.08 X | ||||
| Price To Book | 2.27 X | ||||
| Price To Sales | 1.29 X | ||||
| Total Asset | 181.08 M | ||||
About Transamerica Strategic Performance
Evaluating Transamerica Strategic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Transamerica Strategic 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 Strategic 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 funds sub-adviser deploys an active strategy that normally seeks to invest in a range of securities, including primarily U.S. stocks with market capitalizations at the time of purchase in excess of 3 billion, preferred stocks, and income producing fixed-income securities. The fund invests in a diversified portfolio of credit and equity securities and may shift its investments from one asset class to another in seeking to achieve the funds income objective.Things to note about Transamerica Strategic performance evaluation
Checking the ongoing alerts about Transamerica Strategic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Transamerica Strategic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Transamerica Strategic's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Transamerica Strategic's mutual fund performance include:- Analyzing Transamerica Strategic'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 Strategic's stock is overvalued or undervalued compared to its peers.
- Examining Transamerica Strategic'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 Strategic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Transamerica Strategic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Transamerica Strategic's mutual fund. These opinions can provide insight into Transamerica Strategic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Transamerica Mutual Fund
Transamerica Strategic 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 Strategic security.
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