T Rowe Price Fund Manager Performance Evaluation
| POMIX Fund | USD 64.95 0.27 0.42% |
The entity has a beta of 0.89, which indicates possible diversification benefits within a given portfolio. T Rowe returns are very sensitive to returns on the market. As the market goes up or down, T Rowe is expected to follow.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in T Rowe Price are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, T Rowe may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 0.1900 |
POMIX |
T Rowe Relative Risk vs. Return Landscape
If you would invest 5,975 in T Rowe Price on August 29, 2024 and sell it today you would earn a total of 520.00 from holding T Rowe Price or generate 8.7% return on investment over 90 days. T Rowe Price is currently producing 0.1357% returns and takes up 0.7976% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than POMIX, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
T Rowe Current Valuation
Fairly Valued
Today
Please note that T Rowe's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. T Rowe Price has a current Real Value of $64.05 per share. The regular price of the fund is $64.95. We determine the value of T Rowe Price from analyzing 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 future date, mutual fund prices and their ongoing real values will draw towards each other.
Since T Rowe is currently traded on the exchange, buyers and sellers on that exchange determine the market value of POMIX Mutual Fund. However, T Rowe'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 64.95 | Real 64.05 | Hype 64.95 |
The intrinsic value of T Rowe'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 T Rowe'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 T Rowe Price helps investors to forecast how POMIX 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 T Rowe more accurately as focusing exclusively on T Rowe's fundamentals will not take into account other important factors: T Rowe Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for T Rowe's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as T Rowe Price, and traders can use it to determine the average amount a T Rowe'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 = 0.1701
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| Cash | POMIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average T Rowe is performing at about 13% 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 T Rowe by adding it to a well-diversified portfolio.
T Rowe Fundamentals Growth
POMIX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of T Rowe, and T Rowe 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 POMIX Mutual Fund performance.
| Price To Earning | 19.16 X | ||||
| Price To Book | 2.54 X | ||||
| Price To Sales | 1.69 X | ||||
About T Rowe Performance
Evaluating T Rowe's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if T Rowe 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 T Rowe 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 conditions, the fund invests at least 80 percent of its net assets in stocks that are included in its benchmark index. The fund seeks to match the performance of the entire U.S. stock market by tracking the performance of its benchmark index, the SP Total Market Index . The SP Index is a broad-market index consisting of all eligible U.S. common equities, including large-, mid-, small-, and micro-cap stocks.Things to note about T Rowe Price performance evaluation
Checking the ongoing alerts about T Rowe for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for T Rowe Price help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating T Rowe's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate T Rowe's mutual fund performance include:- Analyzing T Rowe'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 T Rowe's stock is overvalued or undervalued compared to its peers.
- Examining T Rowe'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 T Rowe's management team can have a significant impact on its success or failure. Reviewing the track record and experience of T Rowe's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of T Rowe's mutual fund. These opinions can provide insight into T Rowe's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in POMIX Mutual Fund
T Rowe financial ratios help investors to determine whether POMIX 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 POMIX with respect to the benefits of owning T Rowe security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |