Transamerica Strategic High Fund Manager Performance Evaluation
The entity has a beta of 0.0716, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Transamerica Strategic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Transamerica Strategic is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Transamerica Strategic High are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Transamerica Strategic 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 March 2025 | |
| Expense Ratio | 0.7200 |
Transamerica |
Transamerica Strategic Relative Risk vs. Return Landscape
If you would invest 1,576 in Transamerica Strategic High on September 29, 2025 and sell it today you would earn a total of 50.00 from holding Transamerica Strategic High or generate 3.17% return on investment over 90 days. Transamerica Strategic High is currently producing 0.0498% returns and takes up 0.4388% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Transamerica, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Transamerica Strategic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Transamerica Strategic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Transamerica Strategic High, and traders can use it to determine the average amount a Transamerica Strategic'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 = 0.1134
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| Cash | TSHIX | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Transamerica Strategic is performing at about 9% 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 Transamerica Strategic by adding it to a well-diversified portfolio.
Transamerica Strategic Fundamentals Growth
Transamerica Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Transamerica Strategic, and Transamerica Strategic 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 Transamerica Mutual Fund performance.
| Price To Earning | 13.87 X | ||||
| Price To Book | 2.17 X | ||||
| Price To Sales | 1.26 X | ||||
| Total Asset | 583.55 M | ||||
Things to note about Transamerica Strategic performance evaluation
Checking the ongoing alerts about Transamerica Strategic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Transamerica Strategic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Transamerica Strategic is not yet fully synchronised with the market data | |
| Transamerica Strategic has some characteristics of a very speculative penny stock |
- Analyzing Transamerica Strategic'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 Transamerica Strategic's stock is overvalued or undervalued compared to its peers.
- Examining Transamerica Strategic'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 Transamerica Strategic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Transamerica Strategic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Transamerica Strategic's mutual fund. These opinions can provide insight into Transamerica Strategic's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
Other Tools for Transamerica Mutual Fund
When running Transamerica Strategic's price analysis, check to measure Transamerica Strategic's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Transamerica Strategic is operating at the current time. Most of Transamerica Strategic's value examination focuses on studying past and present price action to predict the probability of Transamerica Strategic's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Transamerica Strategic's price. Additionally, you may evaluate how the addition of Transamerica Strategic to your portfolios can decrease your overall portfolio volatility.
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