Tiaa Cref Green Bond Fund Manager Performance Evaluation
| TGRKX Fund | USD 9.17 0.02 0.22% |
The entity has a beta of -0.0384, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Tiaa-cref Green are expected to decrease at a much lower rate. During the bear market, Tiaa-cref Green is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Tiaa Cref Green Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward-looking signals, Tiaa-cref Green is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5400 |
Tiaa-cref |
Tiaa-cref Green Relative Risk vs. Return Landscape
If you would invest 916.00 in Tiaa Cref Green Bond on September 1, 2024 and sell it today you would earn a total of 1.00 from holding Tiaa Cref Green Bond or generate 0.11% return on investment over 90 days. Tiaa Cref Green Bond is currently producing 0.002% returns and takes up 0.2321% 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 Green Current Valuation
Fairly Valued
Today
Please note that Tiaa-cref Green's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Tiaa Cref Green has a current Real Value of $8.98 per share. The regular price of the fund is $9.17. We determine the value of Tiaa Cref Green 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 Green is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tiaa-cref Mutual Fund. However, Tiaa-cref Green'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 9.17 | Real 8.98 | Hype 9.15 |
The intrinsic value of Tiaa-cref Green'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 Green'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 Green Bond 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 Green more accurately as focusing exclusively on Tiaa-cref Green's fundamentals will not take into account other important factors: Tiaa-cref Green Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tiaa-cref Green's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tiaa Cref Green Bond, and traders can use it to determine the average amount a Tiaa-cref Green'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 = 0.0085
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TGRKX |
Estimated Market Risk
| 0.23 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Tiaa-cref Green 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 Green by adding Tiaa-cref Green to a well-diversified portfolio.
Tiaa-cref Green Fundamentals Growth
Tiaa-cref Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tiaa-cref Green, and Tiaa-cref Green 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 | 53.82 M | ||||
About Tiaa-cref Green Performance
Evaluating Tiaa-cref Green's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tiaa-cref Green 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 Green 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 its assets in bonds. For these purposes, bonds include fixed-income securities of all types. Generally, the funds advisor intends to invest in bonds issued by both domestic and foreign issuers including foreign issuers from emerging market countries. While the funds investments will generally be denominated in U.S. dollars, the fund may also invest in non-dollar denominated instruments.Things to note about Tiaa Cref Green performance evaluation
Checking the ongoing alerts about Tiaa-cref Green for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tiaa Cref Green help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Tiaa Cref Green maintains about 7.24% of its assets in cash |
- Analyzing Tiaa-cref Green'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 Green's stock is overvalued or undervalued compared to its peers.
- Examining Tiaa-cref Green'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 Green's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tiaa-cref Green's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tiaa-cref Green's mutual fund. These opinions can provide insight into Tiaa-cref Green's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tiaa-cref Mutual Fund
Tiaa-cref Green 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 Green security.
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