Thornburg Core Plus Etf Performance
| TPLS Etf | 25.67 0.08 0.31% |
The entity has a beta of -0.084, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Thornburg Core are expected to decrease at a much lower rate. During the bear market, Thornburg Core is likely to outperform the market.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Thornburg Core Plus are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable essential indicators, Thornburg Core is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
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Thornburg Core Relative Risk vs. Return Landscape
If you would invest 2,539 in Thornburg Core Plus on September 27, 2025 and sell it today you would earn a total of 27.50 from holding Thornburg Core Plus or generate 1.08% return on investment over 90 days. Thornburg Core Plus is currently generating 0.017% in daily expected returns and assumes 0.1945% risk (volatility on return distribution) over the 90 days horizon. In different words, 1% of etfs are less volatile than Thornburg, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Thornburg Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Thornburg Core's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Thornburg Core Plus, and traders can use it to determine the average amount a Thornburg Core'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 = 0.0875
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Based on monthly moving average Thornburg Core is performing at about 6% 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 Core by adding it to a well-diversified portfolio.
About Thornburg Core Performance
Assessing Thornburg Core's fundamental ratios provides investors with valuable insights into Thornburg Core's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Thornburg Core is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.