Thornburg Low Duration Fund Manager Performance Evaluation
| TLDAX Fund | USD 12.22 0.00 0.00% |
The entity has a beta of -0.0152, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Thornburg Low are expected to decrease at a much lower rate. During the bear market, Thornburg Low is likely to outperform the market.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Thornburg Low Duration are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Thornburg Low is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 0.5000 |
Thornburg |
Thornburg Low Relative Risk vs. Return Landscape
If you would invest 1,211 in Thornburg Low Duration on September 4, 2024 and sell it today you would earn a total of 11.00 from holding Thornburg Low Duration or generate 0.91% return on investment over 90 days. Thornburg Low Duration is currently producing 0.0144% returns and takes up 0.0881% 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 Low Current Valuation
Overvalued
Today
Please note that Thornburg Low's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Thornburg Low Duration has a current Real Value of $11.23 per share. The regular price of the fund is $12.22. We determine the value of Thornburg Low Duration 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 Low is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Thornburg Mutual Fund. However, Thornburg Low'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 12.22 | Real 11.23 | Hype 12.22 | Naive 12.2 |
The intrinsic value of Thornburg Low'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 Low'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 Low Duration 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 Low more accurately as focusing exclusively on Thornburg Low's fundamentals will not take into account other important factors: Thornburg Low Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Thornburg Low's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Thornburg Low Duration, and traders can use it to determine the average amount a Thornburg Low'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 = 0.1633
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| TLDAX |
Based on monthly moving average Thornburg Low is performing at about 12% 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 Thornburg Low by adding it to a well-diversified portfolio.
Thornburg Low Fundamentals Growth
Thornburg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Thornburg Low, and Thornburg Low 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 | 30.54 M | ||||
About Thornburg Low Performance
Evaluating Thornburg Low's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Thornburg Low 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 Low 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 80 percent of its net assets in obligations of the U.S. government, its agencies and instrumentalities, and debt obligations rated at the time of purchase in one of the four highest ratings of SP Global Ratings or Moodys Investors Services, Inc. or, if no credit rating is available, judged to be of comparable quality by Thornburg.Things to note about Thornburg Low Duration performance evaluation
Checking the ongoing alerts about Thornburg Low for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Thornburg Low Duration 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 20.87% of its assets in cash |
- Analyzing Thornburg Low'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 Low's stock is overvalued or undervalued compared to its peers.
- Examining Thornburg Low'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 Low's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Thornburg Low's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Thornburg Low's mutual fund. These opinions can provide insight into Thornburg Low's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Thornburg Mutual Fund
Thornburg Low 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 Low security.
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