Thrivent Large Cap Fund Manager Performance Evaluation
| AAUTX Fund | USD 30.28 0.26 0.87% |
The entity has a beta of 0.15, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Thrivent Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Thrivent Large is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Thrivent Large Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Thrivent Large 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 | 28th of February 2023 | |
| Expense Ratio | 0.8500 |
Thrivent |
Thrivent Large Relative Risk vs. Return Landscape
If you would invest 3,092 in Thrivent Large Cap on November 2, 2024 and sell it today you would lose (64.00) from holding Thrivent Large Cap or give up 2.07% of portfolio value over 90 days. Thrivent Large Cap is currently producing negative expected returns and takes up 1.198% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Thrivent, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Thrivent Large Current Valuation
Fairly Valued
Today
Please note that Thrivent Large's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Thrivent Large Cap has a current Real Value of $30.34 per share. The regular price of the fund is $30.28. We determine the value of Thrivent Large Cap 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 Thrivent Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Thrivent Mutual Fund. However, Thrivent Large'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 30.28 | Real 30.34 | Hype 30.28 | Naive 29.38 |
The intrinsic value of Thrivent Large'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 Thrivent Large'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 Thrivent Large Cap helps investors to forecast how Thrivent 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 Thrivent Large more accurately as focusing exclusively on Thrivent Large's fundamentals will not take into account other important factors: Thrivent Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Thrivent Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Thrivent Large Cap, and traders can use it to determine the average amount a Thrivent Large'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 = -0.0235
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AAUTX |
Estimated Market Risk
| 1.2 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Thrivent Large 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 Thrivent Large by adding Thrivent Large to a well-diversified portfolio.
Thrivent Large Fundamentals Growth
Thrivent Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Thrivent Large, and Thrivent Large 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 Thrivent Mutual Fund performance.
| Price To Earning | 16.59 X | ||||
| Price To Book | 1.74 X | ||||
| Price To Sales | 1.73 X | ||||
| Total Asset | 290.31 M | ||||
About Thrivent Large Performance
Evaluating Thrivent Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Thrivent Large 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 Thrivent Large 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 large companies. The Adviser focuses mainly on the equity securities of large domestic and international companies which have market capitalizations equivalent to those included in widely known indices such as the Russell 1000 Index, SP 500 Index, or the large company market capitalization classifications published by Morningstar or Lipper, Inc.Things to note about Thrivent Large Cap performance evaluation
Checking the ongoing alerts about Thrivent Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Thrivent Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Thrivent Large Cap generated a negative expected return over the last 90 days | |
| The fund holds 98.41% of its assets under management (AUM) in equities |
- Analyzing Thrivent Large'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 Thrivent Large's stock is overvalued or undervalued compared to its peers.
- Examining Thrivent Large'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 Thrivent Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Thrivent Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Thrivent Large's mutual fund. These opinions can provide insight into Thrivent Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Thrivent Mutual Fund
Thrivent Large financial ratios help investors to determine whether Thrivent 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 Thrivent with respect to the benefits of owning Thrivent Large security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |