Templeton Strained Bond Fund Manager Performance Evaluation
| FTCAX Fund | USD 10.38 0.01 0.1% |
The entity has a beta of 0.0282, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Templeton Constrained's returns are expected to increase less than the market. However, during the bear market, the loss of holding Templeton Constrained is expected to be smaller as well.
Risk-Adjusted Performance
54 of 100
Weak | Strong |
Excellent
Compared to the overall equity markets, risk-adjusted returns on investments in TEMPLETON STRAINED BOND are ranked lower than 54 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Templeton Constrained is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
TEMPLETON |
Templeton Constrained Relative Risk vs. Return Landscape
If you would invest 1,011 in TEMPLETON STRAINED BOND on August 28, 2024 and sell it today you would earn a total of 27.00 from holding TEMPLETON STRAINED BOND or generate 2.67% return on investment over 90 days. TEMPLETON STRAINED BOND is currently producing 0.0419% returns and takes up 0.0601% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than TEMPLETON, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Templeton Constrained Current Valuation
Undervalued
Today
Please note that Templeton Constrained's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Templeton Strained Bond has a current Real Value of $10.71 per share. The regular price of the fund is $10.38. We determine the value of Templeton Strained Bond from examining 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 future time, mutual fund prices and their ongoing real values will draw towards each other.
Since Templeton Constrained is currently traded on the exchange, buyers and sellers on that exchange determine the market value of TEMPLETON Mutual Fund. However, Templeton Constrained'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 10.38 | Real 10.71 | Hype 10.38 | Naive 10.39 |
The intrinsic value of Templeton Constrained'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 Templeton Constrained'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 TEMPLETON STRAINED BOND helps investors to forecast how TEMPLETON 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 Templeton Constrained more accurately as focusing exclusively on Templeton Constrained's fundamentals will not take into account other important factors: Templeton Constrained Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Templeton Constrained's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as TEMPLETON STRAINED BOND, and traders can use it to determine the average amount a Templeton Constrained'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 = 0.6963
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| FTCAX |
Based on monthly moving average Templeton Constrained is performing at about 54% 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 Templeton Constrained by adding it to a well-diversified portfolio.
Templeton Constrained Fundamentals Growth
TEMPLETON Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Templeton Constrained, and Templeton Constrained 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 TEMPLETON Mutual Fund performance.
About Templeton Constrained Performance
Evaluating Templeton Constrained's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Templeton Constrained 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 Templeton Constrained 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.
Templeton Constrained is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Templeton Strained Bond performance evaluation
Checking the ongoing alerts about Templeton Constrained for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Templeton Strained Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| TEMPLETON is showing solid risk-adjusted performance over 90 days | |
| The fund yields -1.0% to date and shows negative annual yield of 7.0% | |
| Templeton Strained Bond retains about 86.36% of its assets under management (AUM) in cash |
- Analyzing Templeton Constrained'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 Templeton Constrained's stock is overvalued or undervalued compared to its peers.
- Examining Templeton Constrained'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 Templeton Constrained's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Templeton Constrained's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Templeton Constrained's mutual fund. These opinions can provide insight into Templeton Constrained's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in TEMPLETON Mutual Fund
Templeton Constrained financial ratios help investors to determine whether TEMPLETON 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 TEMPLETON with respect to the benefits of owning Templeton Constrained security.
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| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |