Tiaa Cref Bond Index Fund Manager Performance Evaluation
| TBIRX Fund | USD 9.55 0.01 0.10% |
The entity has a beta of -0.0803, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Tiaa-cref Bond are expected to decrease at a much lower rate. During the bear market, Tiaa-cref Bond is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Tiaa Cref Bond Index has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Tiaa-cref Bond is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.3200 |
TIAA-CREF |
Tiaa-cref Bond Relative Risk vs. Return Landscape
If you would invest 975.00 in Tiaa Cref Bond Index on August 26, 2024 and sell it today you would lose (20.00) from holding Tiaa Cref Bond Index or give up 2.05% of portfolio value over 90 days. Tiaa Cref Bond Index is currently producing negative expected returns and takes up 0.2857% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than TIAA-CREF, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tiaa-cref Bond Current Valuation
Fairly Valued
Today
Please note that Tiaa-cref Bond's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Tiaa Cref Bond has a current Real Value of $9.6 per share. The regular price of the fund is $9.55. We determine the value of Tiaa Cref Bond 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 Tiaa-cref Bond is currently traded on the exchange, buyers and sellers on that exchange determine the market value of TIAA-CREF Mutual Fund. However, Tiaa-cref Bond'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 9.55 | Real 9.6 | Hype 9.55 | Naive 9.53 |
The intrinsic value of Tiaa-cref Bond'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 Tiaa-cref Bond'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 Tiaa Cref Bond Index helps investors to forecast how TIAA-CREF 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 Tiaa-cref Bond more accurately as focusing exclusively on Tiaa-cref Bond's fundamentals will not take into account other important factors: Tiaa-cref Bond Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tiaa-cref Bond's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tiaa Cref Bond Index, and traders can use it to determine the average amount a Tiaa-cref Bond'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 = -0.1102
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TBIRX |
Estimated Market Risk
| 0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Tiaa-cref Bond 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 Tiaa-cref Bond by adding Tiaa-cref Bond to a well-diversified portfolio.
Tiaa-cref Bond Fundamentals Growth
TIAA-CREF Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tiaa-cref Bond, and Tiaa-cref Bond 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 TIAA-CREF Mutual Fund performance.
| Total Asset | 21.14 B | ||||
About Tiaa-cref Bond Performance
Evaluating Tiaa-cref Bond's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tiaa-cref Bond 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 Tiaa-cref Bond 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 bonds within its benchmark and portfolio tracking index, the Bloomberg U.S. Aggregate Bond Index. The securities purchased by the fund will mainly be high-quality instruments rated in the top four credit categories by Moodys or SP or deemed to be of the same quality by the advisors using its own credit quality analysis.Things to note about Tiaa Cref Bond performance evaluation
Checking the ongoing alerts about Tiaa-cref Bond for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tiaa Cref Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Tiaa Cref Bond generated a negative expected return over the last 90 days | |
| Tiaa Cref Bond generated five year return of -1.0% | |
| This fund maintains about 6.42% of its assets in bonds |
- Analyzing Tiaa-cref Bond'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 Tiaa-cref Bond's stock is overvalued or undervalued compared to its peers.
- Examining Tiaa-cref Bond'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 Tiaa-cref Bond's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tiaa-cref Bond's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tiaa-cref Bond's mutual fund. These opinions can provide insight into Tiaa-cref Bond's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in TIAA-CREF Mutual Fund
Tiaa-cref Bond financial ratios help investors to determine whether TIAA-CREF 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 TIAA-CREF with respect to the benefits of owning Tiaa-cref Bond security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges |