Thompson Bond Fund Manager Performance Evaluation
| THOPX Fund | USD 10.49 0.03 0.29% |
The entity has a beta of 0.0233, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Thompson Bond's returns are expected to increase less than the market. However, during the bear market, the loss of holding Thompson Bond is expected to be smaller as well.
Risk-Adjusted Performance
25 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Thompson Bond Fund are ranked lower than 25 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Thompson Bond is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Is THOPX a Strong Bond Fund Right Now - Yahoo Finance | 09/17/2024 |
| Expense Ratio Date | 31st of March 2023 | |
| Expense Ratio | 0.7500 |
Thompson |
Thompson Bond Relative Risk vs. Return Landscape
If you would invest 1,026 in Thompson Bond Fund on August 29, 2024 and sell it today you would earn a total of 20.00 from holding Thompson Bond Fund or generate 1.95% return on investment over 90 days. Thompson Bond Fund is currently producing 0.0307% returns and takes up 0.093% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Thompson, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Thompson Bond Current Valuation
Overvalued
Today
Please note that Thompson Bond's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Thompson Bond has a current Real Value of $9.63 per share. The regular price of the fund is $10.49. We determine the value of Thompson 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 Thompson Bond is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Thompson Mutual Fund. However, Thompson 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 10.49 | Real 9.63 | Hype 10.49 | Naive 10.49 |
The intrinsic value of Thompson 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 Thompson 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 Thompson Bond Fund helps investors to forecast how Thompson 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 Thompson Bond more accurately as focusing exclusively on Thompson Bond's fundamentals will not take into account other important factors: Thompson Bond Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Thompson Bond's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Thompson Bond Fund, and traders can use it to determine the average amount a Thompson 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 = 0.3301
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| THOPX |
Based on monthly moving average Thompson Bond is performing at about 25% 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 Thompson Bond by adding it to a well-diversified portfolio.
Thompson Bond Fundamentals Growth
Thompson Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Thompson Bond, and Thompson 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 Thompson Mutual Fund performance.
About Thompson Bond Performance
Evaluating Thompson Bond's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Thompson 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 Thompson 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 normally invests at least 80 percent of its net assets plus any borrowing for investment purposes in a diversified portfolio of bonds, including corporate bonds of domestic issuers and of foreign issuers payable in U.S. dollars, short-term debt instruments, mortgage- and asset-backed securities, bonds of foreign government issuers payable in U.S. dollars, and U.S. Treasury securities and other debt securities issued or guaranteed by the U.S. government .Things to note about Thompson Bond performance evaluation
Checking the ongoing alerts about Thompson Bond for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Thompson Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 7.97% of its assets in cash |
- Analyzing Thompson 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 Thompson Bond's stock is overvalued or undervalued compared to its peers.
- Examining Thompson 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 Thompson Bond's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Thompson Bond's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Thompson Bond's mutual fund. These opinions can provide insight into Thompson Bond's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Thompson Mutual Fund
Thompson Bond financial ratios help investors to determine whether Thompson 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 Thompson with respect to the benefits of owning Thompson Bond security.
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