Thornburg Limited Term Fund Manager Performance Evaluation
| THIRX Fund | USD 13.24 0.01 0.08% |
The entity has a beta of -0.0048, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Thornburg Limited are expected to decrease at a much lower rate. During the bear market, Thornburg Limited is likely to outperform the market.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Thornburg Limited Term are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Thornburg Limited is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Thornburg |
Thornburg Limited Relative Risk vs. Return Landscape
If you would invest 1,316 in Thornburg Limited Term on October 26, 2025 and sell it today you would earn a total of 8.00 from holding Thornburg Limited Term or generate 0.61% return on investment over 90 days. Thornburg Limited Term is currently producing 0.01% returns and takes up 0.1112% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Thornburg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Thornburg Limited Current Valuation
Fairly Valued
Today
Please note that Thornburg Limited's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Thornburg Limited Term has a current Real Value of $13.23 per share. The regular price of the fund is $13.24. We determine the value of Thornburg Limited Term 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 Thornburg Limited is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Thornburg Mutual Fund. However, Thornburg Limited'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 13.24 | Real 13.23 | Hype 13.24 | Naive 13.21 |
The intrinsic value of Thornburg Limited'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 Thornburg Limited'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 Thornburg Limited Term helps investors to forecast how Thornburg 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 Thornburg Limited more accurately as focusing exclusively on Thornburg Limited's fundamentals will not take into account other important factors: Thornburg Limited Fundamentals Growth
Thornburg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Thornburg Limited, and Thornburg Limited 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 Thornburg Mutual Fund performance.
| Total Asset | 10.14 B | ||||
About Thornburg Limited Performance
Evaluating Thornburg Limited's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Thornburg Limited 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 Thornburg Limited 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 65 percent of its net assets in obligations of the U.S. government, its agencies and instrumentalities, debt obligations rated at the time of purchase in one of the three highest principal long term rating categories of SP Global Ratings or Moodys Investors Services, Inc. or the equivalent three highest short term ratings of those ratings agencies, or, if no credit rating is available, judged to be of comparable quality.Things to note about Thornburg Limited Term performance evaluation
Checking the ongoing alerts about Thornburg Limited for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Thornburg Limited Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Arctos Launches Latest Sports Fundraising Pool Amid KKR Talks - Sportico.com | |
| The fund maintains about 9.85% of its assets in cash |
- Analyzing Thornburg Limited'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 Thornburg Limited's stock is overvalued or undervalued compared to its peers.
- Examining Thornburg Limited'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 Thornburg Limited's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Thornburg Limited's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Thornburg Limited's mutual fund. These opinions can provide insight into Thornburg Limited's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Thornburg Mutual Fund
Thornburg Limited financial ratios help investors to determine whether Thornburg 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 Thornburg with respect to the benefits of owning Thornburg Limited security.
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