Retirement Living Through Fund Manager Performance Evaluation
| JRTAX Fund | USD 11.28 0.02 0.18% |
The fund holds a Beta of 0.0224, which implies not very significant fluctuations relative to the market. As returns on the market increase, Retirement Living's returns are expected to increase less than the market. However, during the bear market, the loss of holding Retirement Living is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Retirement Living Through are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Retirement Living is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.3600 |
Retirement |
Retirement Living Relative Risk vs. Return Landscape
If you would invest 1,119 in Retirement Living Through on August 25, 2024 and sell it today you would earn a total of 9.00 from holding Retirement Living Through or generate 0.8% return on investment over 90 days. Retirement Living Through is currently producing 0.013% returns and takes up 0.3244% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Retirement, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Retirement Living Current Valuation
Fairly Valued
Today
Please note that Retirement Living's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Retirement Living Through holds a recent Real Value of $11.27 per share. The prevailing price of the fund is $11.28. We determine the value of Retirement Living Through from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Retirement Living is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Retirement Mutual Fund. However, Retirement Living'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 11.28 | Real 11.27 | Hype 11.28 | Naive 11.22 |
The intrinsic value of Retirement Living'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 Retirement Living'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 Retirement Living Through helps investors to forecast how Retirement 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 Retirement Living more accurately as focusing exclusively on Retirement Living's fundamentals will not take into account other important factors: Retirement Living Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Retirement Living's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Retirement Living Through, and traders can use it to determine the average amount a Retirement Living'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 = 0.0402
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JRTAX |
Estimated Market Risk
| 0.32 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Retirement Living is performing at about 3% 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 Retirement Living by adding it to a well-diversified portfolio.
Retirement Living Fundamentals Growth
Retirement Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Retirement Living, and Retirement Living 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 Retirement Mutual Fund performance.
| Price To Earning | 17.81 X | ||||
| Price To Book | 2.13 X | ||||
| Price To Sales | 1.45 X | ||||
| Total Asset | 176.91 M | ||||
About Retirement Living Performance
Evaluating Retirement Living's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Retirement Living 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 Retirement Living 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 market conditions, the fund invests substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2020. The managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time.Things to note about Retirement Living Through performance evaluation
Checking the ongoing alerts about Retirement Living for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Retirement Living Through 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 about 7.06% of its assets under management (AUM) in cash |
- Analyzing Retirement Living'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 Retirement Living's stock is overvalued or undervalued compared to its peers.
- Examining Retirement Living'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 Retirement Living's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Retirement Living's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Retirement Living's mutual fund. These opinions can provide insight into Retirement Living's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Retirement Mutual Fund
Retirement Living financial ratios help investors to determine whether Retirement 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 Retirement with respect to the benefits of owning Retirement Living security.
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| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |