Tcw E Fixed Fund Manager Performance Evaluation
| TGCFX Fund | USD 9.61 0.01 0.10% |
The entity has a beta of 0.0674, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Tcw Core's returns are expected to increase less than the market. However, during the bear market, the loss of holding Tcw Core is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Tcw E Fixed has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Tcw Core 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 2023 | |
| Expense Ratio | 0.4900 |
Tcw |
Tcw Core Relative Risk vs. Return Landscape
If you would invest 986.00 in Tcw E Fixed on August 26, 2024 and sell it today you would lose (25.00) from holding Tcw E Fixed or give up 2.54% of portfolio value over 90 days. Tcw E Fixed is currently producing negative expected returns and takes up 0.3235% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Tcw, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tcw Core Current Valuation
Fairly Valued
Today
Please note that Tcw Core's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Tcw E Fixed has a current Real Value of $9.66 per share. The regular price of the fund is $9.61. We determine the value of Tcw E Fixed 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 Tcw Core is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tcw Mutual Fund. However, Tcw Core'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 9.61 | Real 9.66 | Hype 9.61 | Naive 9.6 |
The intrinsic value of Tcw Core'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 Tcw Core'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 Tcw E Fixed helps investors to forecast how Tcw 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 Tcw Core more accurately as focusing exclusively on Tcw Core's fundamentals will not take into account other important factors: Tcw Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tcw Core's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tcw E Fixed, and traders can use it to determine the average amount a Tcw Core'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 = -0.1205
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TGCFX |
Estimated Market Risk
| 0.32 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Tcw Core 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 Tcw Core by adding Tcw Core to a well-diversified portfolio.
Tcw Core Fundamentals Growth
Tcw Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tcw Core, and Tcw Core 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 Tcw Mutual Fund performance.
| Total Asset | 937.9 M | ||||
About Tcw Core Performance
Evaluating Tcw Core's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tcw Core 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 Tcw Core 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 circumstances, the fund invests at least 80 percent of the value of its net assets, plus any borrowings for investment purposes, in debt securities. It may invest up to 5 percent of its net assets in below investment grade bonds .Things to note about Tcw E Fixed performance evaluation
Checking the ongoing alerts about Tcw Core for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tcw E Fixed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Tcw E Fixed generated a negative expected return over the last 90 days | |
| Tcw E Fixed generated five year return of 0.0% | |
| This fund maintains about 5.82% of its assets in cash |
- Analyzing Tcw Core'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 Tcw Core's stock is overvalued or undervalued compared to its peers.
- Examining Tcw Core'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 Tcw Core's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tcw Core's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tcw Core's mutual fund. These opinions can provide insight into Tcw Core's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tcw Mutual Fund
Tcw Core financial ratios help investors to determine whether Tcw 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 Tcw with respect to the benefits of owning Tcw Core security.
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