Tsw Equity Portfolio Fund Manager Performance Evaluation
| TSWEX Fund | USD 13.89 0.03 0.22% |
The entity has a beta of 0.35, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Tsw Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Tsw Equity is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Tsw Equity Portfolio are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Tsw Equity showed solid returns over the last few months and may actually be approaching a breakup point.
...moreTsw |
Tsw Equity Relative Risk vs. Return Landscape
If you would invest 1,076 in Tsw Equity Portfolio on November 12, 2025 and sell it today you would earn a total of 313.00 from holding Tsw Equity Portfolio or generate 29.09% return on investment over 90 days. Tsw Equity Portfolio is currently producing 0.4505% returns and takes up 2.3233% volatility of returns over 90 trading days. Put another way, 20% of traded mutual funds are less volatile than Tsw, and 91% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tsw Equity Current Valuation
Undervalued
Today
Please note that Tsw Equity's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Tsw Equity Portfolio has a current Real Value of $14.35 per share. The regular price of the fund is $13.89. We determine the value of Tsw Equity Portfolio 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 Tsw Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tsw Mutual Fund. However, Tsw 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 13.89 | Real 14.35 | Hype 20.93 |
The intrinsic value of Tsw 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 Tsw 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 Tsw Equity Portfolio helps investors to forecast how Tsw 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 Tsw Equity more accurately as focusing exclusively on Tsw Equity's fundamentals will not take into account other important factors: Tsw Equity Target Price Odds to finish over Current Price
The tendency of Tsw 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 Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 13.89 | 90 days | 13.89 | about 10.32 |
Based on a normal probability distribution, the odds of Tsw Equity to move above the current price in 90 days from now is about 10.32 (This Tsw Equity Portfolio probability density function shows the probability of Tsw Mutual Fund to fall within a particular range of prices over 90 days) .
Tsw Equity Price Density |
| Price |
Predictive Modules for Tsw Equity
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Tsw Equity Portfolio. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Tsw Equity's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Tsw Equity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Tsw Equity is not an exception. The market had few large corrections towards the Tsw Equity'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 Tsw Equity Portfolio, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Tsw Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.41 | |
β | Beta against Dow Jones | 0.35 | |
σ | Overall volatility | 1.29 | |
Ir | Information ratio | 0.16 |
Tsw Equity 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 Tsw Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Tsw Equity Portfolio 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 news.google.com: The Trump Administrations Latest Expansion of the Mexico City Policy A Funding Analysis - KFF | |
| The fund maintains about 8.29% of its assets in cash |
Tsw Equity Fundamentals Growth
Tsw Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tsw Equity, and Tsw 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 Tsw Mutual Fund performance.
| Price To Earning | 16.72 X | ||||
| Price To Book | 1.64 X | ||||
| Price To Sales | 0.95 X | ||||
| Total Asset | 42.9 M | ||||
About Tsw Equity Performance
Evaluating Tsw Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tsw 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 Tsw 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.
The fund invests, under normal circumstances, at least 80 percent of its net assets in equity securities of companies with large market capitalizations. The fund will invest primarily in a diversified portfolio of common stocks. Although the adviser will primarily draw the funds holdings from larger, more seasoned or established companies, it may also invest in companies of varying size as measured by assets, sales or market capitalization.Things to note about Tsw Equity Portfolio performance evaluation
Checking the ongoing alerts about Tsw Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tsw Equity Portfolio 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 news.google.com: The Trump Administrations Latest Expansion of the Mexico City Policy A Funding Analysis - KFF | |
| The fund maintains about 8.29% of its assets in cash |
- Analyzing Tsw 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 Tsw Equity's stock is overvalued or undervalued compared to its peers.
- Examining Tsw 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 Tsw Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tsw Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tsw Equity's mutual fund. These opinions can provide insight into Tsw Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tsw Mutual Fund
Tsw Equity financial ratios help investors to determine whether Tsw 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 Tsw with respect to the benefits of owning Tsw Equity security.
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