Tiaa Cref Equity Index Fund Manager Performance Evaluation
| TIEIX Fund | USD 42.53 0.23 0.54% |
The entity has a beta of 0.9, which indicates possible diversification benefits within a given portfolio. Tiaa-cref Equity returns are very sensitive to returns on the market. As the market goes up or down, Tiaa-cref Equity is expected to follow.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Tiaa Cref Equity Index are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Tiaa-cref Equity may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.0500 |
Tiaa-cref |
Tiaa-cref Equity Relative Risk vs. Return Landscape
If you would invest 3,956 in Tiaa Cref Equity Index on August 26, 2024 and sell it today you would earn a total of 274.00 from holding Tiaa Cref Equity Index or generate 6.93% return on investment over 90 days. Tiaa Cref Equity Index is currently producing 0.1062% returns and takes up 0.7945% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Tiaa-cref, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tiaa-cref Equity Current Valuation
Overvalued
Today
Please note that Tiaa-cref Equity's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Tiaa Cref Equity has a current Real Value of $38.92 per share. The regular price of the fund is $42.53. We determine the value of Tiaa Cref Equity 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 Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tiaa-cref Mutual Fund. However, Tiaa-cref Equity'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 42.53 | Real 38.92 | Hype 42.3 | Naive 41.94 |
The intrinsic value of Tiaa-cref Equity'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 Equity'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 Equity Index 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 Equity more accurately as focusing exclusively on Tiaa-cref Equity's fundamentals will not take into account other important factors: Tiaa-cref Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tiaa-cref Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tiaa Cref Equity Index, and traders can use it to determine the average amount a Tiaa-cref Equity'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 = 0.1337
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| Cash | TIEIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.79 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Tiaa-cref Equity is performing at about 10% 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 Tiaa-cref Equity by adding it to a well-diversified portfolio.
Tiaa-cref Equity Fundamentals Growth
Tiaa-cref Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tiaa-cref Equity, and Tiaa-cref Equity 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.
| Price To Earning | 18.87 X | ||||
| Price To Book | 2.47 X | ||||
| Price To Sales | 1.68 X | ||||
| Total Asset | 13.34 B | ||||
About Tiaa-cref Equity Performance
Evaluating Tiaa-cref Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tiaa-cref Equity 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 Equity 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 equity securities of its benchmark index, the Russell 3000 Index. It buys most, but not necessarily all, of the stocks in its benchmark index, and the advisor will attempt to closely match the overall investment characteristics of its benchmark index.Things to note about Tiaa Cref Equity performance evaluation
Checking the ongoing alerts about Tiaa-cref Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tiaa Cref Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Tiaa-cref Equity's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Tiaa-cref Equity's mutual fund performance include:- Analyzing Tiaa-cref Equity'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 Equity's stock is overvalued or undervalued compared to its peers.
- Examining Tiaa-cref Equity'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 Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tiaa-cref Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tiaa-cref Equity's mutual fund. These opinions can provide insight into Tiaa-cref Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tiaa-cref Mutual Fund
Tiaa-cref Equity 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 Equity security.
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