Transamerica International Equity Fund Manager Performance Evaluation
| TSWIX Fund | USD 21.43 0.25 1.18% |
The entity has a beta of 0.47, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Transamerica International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Transamerica International is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Transamerica International Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Transamerica International 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 2023 | |
| Expense Ratio | 0.8600 |
Transamerica |
Transamerica International Relative Risk vs. Return Landscape
If you would invest 2,198 in Transamerica International Equity on September 2, 2024 and sell it today you would lose (55.00) from holding Transamerica International Equity or give up 2.5% of portfolio value over 90 days. Transamerica International Equity is currently producing negative expected returns and takes up 0.8712% volatility of returns over 90 trading days. Put another way, 7% 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 International Current Valuation
Overvalued
Today
Please note that Transamerica International's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Transamerica International has a current Real Value of $20.8 per share. The regular price of the fund is $21.43. We determine the value of Transamerica International 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 Transamerica International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Transamerica Mutual Fund. However, Transamerica International'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 21.43 | Real 20.8 | Hype 21.43 | Naive 21.48 |
The intrinsic value of Transamerica International'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 Transamerica International'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 Transamerica International Equity helps investors to forecast how Transamerica 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 Transamerica International more accurately as focusing exclusively on Transamerica International's fundamentals will not take into account other important factors: Transamerica International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Transamerica International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Transamerica International Equity, and traders can use it to determine the average amount a Transamerica International'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 = -0.0412
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TSWIX |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Transamerica International 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 Transamerica International by adding Transamerica International to a well-diversified portfolio.
Transamerica International Fundamentals Growth
Transamerica Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Transamerica International, and Transamerica International 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 | 13.68 X | ||||
| Price To Book | 1.16 X | ||||
| Price To Sales | 0.76 X | ||||
| Total Asset | 2.83 B | ||||
About Transamerica International Performance
Evaluating Transamerica International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Transamerica International 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 Transamerica International 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 at least 80 percent of its net assets in equity securities of foreign companies representing at least three countries other than the United States. The sub-adviser will emphasize established companies in individual foreign markets and will seek to stress companies and markets that the sub-adviser believes are undervalued. The fund will invest primarily in securities of companies domiciled in developed markets, but may invest up to 10 percent of its assets in securities of companies in emerging countries.Things to note about Transamerica International performance evaluation
Checking the ongoing alerts about Transamerica International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Transamerica International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Transamerica International generated a negative expected return over the last 90 days | |
| The fund maintains 100.64% of its assets in stocks |
- Analyzing Transamerica International'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 International's stock is overvalued or undervalued compared to its peers.
- Examining Transamerica International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Transamerica International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Transamerica International's mutual fund. These opinions can provide insight into Transamerica International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Transamerica Mutual Fund
Transamerica International financial ratios help investors to determine whether Transamerica 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 Transamerica with respect to the benefits of owning Transamerica International security.
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