Tsw Equity Portfolio Fund Manager Performance Evaluation
| TSWEX Fund | USD 13.08 0.06 0.46% |
The entity has a beta of 0.23, which indicates not very significant fluctuations relative to the market. 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
Weakest
Weak | Strong |
Over the last 90 days Tsw Equity Portfolio has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Tsw |
Tsw Equity Relative Risk vs. Return Landscape
If you would invest 1,463 in Tsw Equity Portfolio on September 29, 2025 and sell it today you would lose (155.00) from holding Tsw Equity Portfolio or give up 10.59% of portfolio value over 90 days. Tsw Equity Portfolio is currently producing negative expected returns and takes up 1.8384% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Tsw, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tsw Equity Current Valuation
Fairly Valued
Today
Please note that Tsw Equity's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Tsw Equity Portfolio has a current Real Value of $13.32 per share. The regular price of the fund is $13.08. 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 13.08 | Real 13.32 | Hype 13.1 | Naive 12.79 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tsw Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tsw Equity Portfolio, and traders can use it to determine the average amount a Tsw Equity'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 = -0.0853
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TSWEX |
Based on monthly moving average Tsw Equity is not performing at its full potential. However, 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 Tsw Equity by adding Tsw Equity to a well-diversified portfolio.
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.| Tsw Equity Portfolio generated a negative expected return over the last 90 days | |
| 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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