Transamerica Financial Life Fund Manager Performance Evaluation
| IAAEX Fund | USD 10.58 0.04 0.38% |
The entity has a beta of 0.22, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Transamerica Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Transamerica Financial 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 Transamerica Financial Life are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Transamerica Financial showed solid returns over the last few months and may actually be approaching a breakup point.
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Transamerica |
Transamerica Financial Relative Risk vs. Return Landscape
If you would invest 810.00 in Transamerica Financial Life on November 23, 2025 and sell it today you would earn a total of 244.00 from holding Transamerica Financial Life or generate 30.12% return on investment over 90 days. Transamerica Financial Life is currently producing 0.4672% returns and takes up 2.4801% volatility of returns over 90 trading days. Put another way, 22% of traded mutual funds are less volatile than Transamerica, and 91% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Transamerica Financial Current Valuation
Overvalued
Today
Please note that Transamerica Financial's price fluctuation is not too volatile at this time. Based on Macroaxis valuation methodology, the fund is overvalued. Transamerica Financial has a current Real Value of $10.24 per share. The regular price of the fund is $10.58. Our model measures the value of Transamerica Financial from inspecting the fund technical indicators and probability of bankruptcy. In general, investors 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 Financial is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Transamerica Mutual Fund. However, Transamerica Financial'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 10.58 | Real 10.24 | Hype 10.53 | Naive 10.62 |
The intrinsic value of Transamerica Financial'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 Financial'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 Financial Life 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 Financial more accurately as focusing exclusively on Transamerica Financial's fundamentals will not take into account other important factors: Transamerica Financial Target Price Odds to finish over Current Price
The tendency of Transamerica 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 |
| 10.58 | 90 days | 10.58 | about 14.93 |
Based on a normal probability distribution, the odds of Transamerica Financial to move above the current price in 90 days from now is about 14.93 (This Transamerica Financial Life probability density function shows the probability of Transamerica Mutual Fund to fall within a particular range of prices over 90 days) .
Transamerica Financial Price Density |
| Price |
Predictive Modules for Transamerica Financial
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Transamerica Financial. 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 Transamerica Financial'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.
Transamerica Financial Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Transamerica Financial is not an exception. The market had few large corrections towards the Transamerica Financial'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 Transamerica Financial Life, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Transamerica Financial within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.39 | |
β | Beta against Dow Jones | 0.22 | |
σ | Overall volatility | 1.01 | |
Ir | Information ratio | 0.14 |
Transamerica Financial 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 Transamerica Financial for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Transamerica Financial can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
Transamerica Financial Fundamentals Growth
Transamerica Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Transamerica Financial, and Transamerica Financial 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.
About Transamerica Financial Performance
Evaluating Transamerica Financial's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Transamerica Financial 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 Financial 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of mid cap companies. The sub-advisor considers mid cap companies to be those companies, at the time of purchase, with market capitalizations within the range of companies included in the Russell Midcap Value Index.Things to note about Transamerica Financial performance evaluation
Checking the ongoing alerts about Transamerica Financial for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Transamerica Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Transamerica Financial'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 Financial's stock is overvalued or undervalued compared to its peers.
- Examining Transamerica Financial'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 Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Transamerica Financial's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Transamerica Financial's mutual fund. These opinions can provide insight into Transamerica Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Transamerica Mutual Fund
Transamerica Financial 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 Financial security.
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