Timothy Largemid Cap Value Fund Manager Performance Evaluation

TMVIX Fund  USD 23.51  0.10  0.43%   
The entity has a beta of 1.1, which indicates a somewhat significant risk relative to the market. Timothy Largemid returns are very sensitive to returns on the market. As the market goes up or down, Timothy Largemid is expected to follow.

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Timothy Largemid Cap Value are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Timothy Largemid showed solid returns over the last few months and may actually be approaching a breakup point.
...more
Expense Ratio Date30th of April 2025
Expense Ratio1.0400
  

Timothy Largemid Relative Risk vs. Return Landscape

If you would invest  2,015  in Timothy Largemid Cap Value on November 1, 2025 and sell it today you would earn a total of  336.00  from holding Timothy Largemid Cap Value or generate 16.67% return on investment over 90 days. Timothy Largemid Cap Value is currently producing 0.2671% returns and takes up 1.4395% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Timothy, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Timothy Largemid is expected to generate 1.91 times more return on investment than the market. However, the company is 1.91 times more volatile than its market benchmark. It trades about 0.19 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.08 per unit of risk.

Timothy Largemid Current Valuation

Undervalued
Today
23.51
Please note that Timothy Largemid's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Timothy Largemid Cap has a current Real Value of $25.06 per share. The regular price of the fund is $23.51. We determine the value of Timothy Largemid Cap 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 Timothy Largemid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Timothy Mutual Fund. However, Timothy Largemid'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  23.51 Real  25.06 Hype  23.51 Naive  23.94
The intrinsic value of Timothy Largemid'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 Timothy Largemid'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.
25.06
Real Value
26.49
Upside
Estimating the potential upside or downside of Timothy Largemid Cap Value helps investors to forecast how Timothy 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 Timothy Largemid more accurately as focusing exclusively on Timothy Largemid's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
21.9122.8823.85
Details
Hype
Prediction
LowEstimatedHigh
22.0823.5124.94
Details
Naive
Forecast
LowNext ValueHigh
22.5123.9425.37
Details
Below is the normalized historical share price chart for Timothy Largemid Cap Value extending back to August 01, 2013. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Timothy Largemid stands at 23.51, as last reported on the 30th of January, with the highest price reaching 23.51 and the lowest price hitting 23.51 during the day.
 
Yuan Drop
 
Covid
 
Interest Hikes

Timothy Largemid Target Price Odds to finish over Current Price

The tendency of Timothy Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 23.51 90 days 23.51 
about 5.82
Based on a normal probability distribution, the odds of Timothy Largemid to move above the current price in 90 days from now is about 5.82 (This Timothy Largemid Cap Value probability density function shows the probability of Timothy Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.1 . This usually implies Timothy Largemid Cap Value market returns are sensitive to returns on the market. As the market goes up or down, Timothy Largemid is expected to follow. Additionally Timothy Largemid Cap Value has an alpha of 0.1353, implying that it can generate a 0.14 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Timothy Largemid Price Density   
       Price  

Predictive Modules for Timothy Largemid

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Timothy Largemid Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
22.0823.5124.94
Details
Intrinsic
Valuation
LowRealHigh
21.1625.0626.49
Details
Naive
Forecast
LowNextHigh
22.5123.9425.37
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
21.9122.8823.85
Details

Timothy Largemid Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Timothy Largemid is not an exception. The market had few large corrections towards the Timothy Largemid's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Timothy Largemid Cap Value, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Timothy Largemid within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.14
β
Beta against Dow Jones1.10
σ
Overall volatility
1.28
Ir
Information ratio 0.10

Timothy Largemid Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Timothy Largemid for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Timothy Largemid Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Latest headline from thelincolnianonline.com: Robeco Schweiz AG Sells 366,500 Shares of Sociedad Quimica y Minera S.A. SQM
The fund maintains about 6.7% of its assets in cash

Timothy Largemid Fundamentals Growth

Timothy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Timothy Largemid, and Timothy Largemid 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 Timothy Mutual Fund performance.

About Timothy Largemid Performance

Evaluating Timothy Largemid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Timothy Largemid 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 Timothy Largemid 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 in U.S. common stocks. It will normally invest at least 80 percent of its total assets in companies whose total market capitalization exceeds 2 billion. The fund invests using a value investing style. Value funds typically emphasize stocks whose prices are below average in relation to such measures as earnings and book value these stocks often have above-average dividend yields.

Things to note about Timothy Largemid Cap performance evaluation

Checking the ongoing alerts about Timothy Largemid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Timothy Largemid Cap 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 thelincolnianonline.com: Robeco Schweiz AG Sells 366,500 Shares of Sociedad Quimica y Minera S.A. SQM
The fund maintains about 6.7% of its assets in cash
Evaluating Timothy Largemid's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Timothy Largemid's mutual fund performance include:
  • Analyzing Timothy Largemid'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 Timothy Largemid's stock is overvalued or undervalued compared to its peers.
  • Examining Timothy Largemid'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 Timothy Largemid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Timothy Largemid's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Timothy Largemid's mutual fund. These opinions can provide insight into Timothy Largemid's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Timothy Largemid's mutual fund performance is not an exact science, and many factors can impact Timothy Largemid's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Timothy Mutual Fund

Timothy Largemid financial ratios help investors to determine whether Timothy 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 Timothy with respect to the benefits of owning Timothy Largemid security.
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital