Thornburg Investment Income Fund Manager Performance Evaluation
| TIBMX Fund | USD 25.89 0.11 0.43% |
The entity has a beta of 0.33, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Thornburg Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Thornburg Investment is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Thornburg Investment Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Thornburg Investment is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.0300 |
Thornburg |
Thornburg Investment Relative Risk vs. Return Landscape
If you would invest 2,641 in Thornburg Investment Income on September 1, 2024 and sell it today you would lose (52.00) from holding Thornburg Investment Income or give up 1.97% of portfolio value over 90 days. Thornburg Investment Income is currently producing negative expected returns and takes up 0.4685% volatility of returns over 90 trading days. Put another way, 4% 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 Investment Current Valuation
Fairly Valued
Today
Please note that Thornburg Investment's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Thornburg Investment has a current Real Value of $26.01 per share. The regular price of the fund is $25.89. We determine the value of Thornburg Investment 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 Investment is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Thornburg Mutual Fund. However, Thornburg Investment'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 25.89 | Real 26.01 | Hype 25.89 | Naive 26.06 |
The intrinsic value of Thornburg Investment'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 Investment'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 Investment Income 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 Investment more accurately as focusing exclusively on Thornburg Investment's fundamentals will not take into account other important factors: Thornburg Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Thornburg Investment's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Thornburg Investment Income, and traders can use it to determine the average amount a Thornburg Investment'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 = -0.064
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TIBMX |
Estimated Market Risk
| 0.47 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Thornburg Investment 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 Thornburg Investment by adding Thornburg Investment to a well-diversified portfolio.
Thornburg Investment Fundamentals Growth
Thornburg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Thornburg Investment, and Thornburg Investment 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.
| Price To Earning | 2.65 X | ||||
| Price To Book | 1.57 X | ||||
| Price To Sales | 1.54 X | ||||
| Total Asset | 9.32 B | ||||
About Thornburg Investment Performance
Evaluating Thornburg Investment's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Thornburg Investment 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 Investment 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 pursues its investment goals by investing in a broad range of income producing securities, primarily including stocks and bonds. It will under normal conditions invest at least 80 percent of its net assets in income-producing securities, and at least 50 percent of its net assets in common stocks.Things to note about Thornburg Investment performance evaluation
Checking the ongoing alerts about Thornburg Investment for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Thornburg Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Thornburg Investment generated a negative expected return over the last 90 days | |
| The fund maintains about 6.01% of its assets in cash |
- Analyzing Thornburg Investment'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 Investment's stock is overvalued or undervalued compared to its peers.
- Examining Thornburg Investment'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 Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Thornburg Investment's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Thornburg Investment's mutual fund. These opinions can provide insight into Thornburg Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Thornburg Mutual Fund
Thornburg Investment 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 Investment security.
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