Thrivent Aggressive Allocation Fund Manager Performance Evaluation
| TAAAX Fund | USD 19.25 0.21 1.10% |
The entity has a beta of 0.37, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Thrivent Aggressive's returns are expected to increase less than the market. However, during the bear market, the loss of holding Thrivent Aggressive is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Thrivent Aggressive Allocation has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Thrivent Aggressive is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | London mayor wants to raise council tax to fund police and fire - BBC.com | 01/15/2025 |
| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 1.1700 |
Thrivent |
Thrivent Aggressive Relative Risk vs. Return Landscape
If you would invest 1,984 in Thrivent Aggressive Allocation on October 24, 2024 and sell it today you would lose (59.00) from holding Thrivent Aggressive Allocation or give up 2.97% of portfolio value over 90 days. Thrivent Aggressive Allocation is currently producing negative expected returns and takes up 1.1554% 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 Aggressive Current Valuation
Fairly Valued
Today
Please note that Thrivent Aggressive's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Thrivent Aggressive has a current Real Value of $19.34 per share. The regular price of the fund is $19.25. We determine the value of Thrivent Aggressive 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 Aggressive is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Thrivent Mutual Fund. However, Thrivent Aggressive'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 19.25 | Real 19.34 | Hype 19.25 |
The intrinsic value of Thrivent Aggressive'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 Aggressive'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 Aggressive Allocation 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 Aggressive more accurately as focusing exclusively on Thrivent Aggressive's fundamentals will not take into account other important factors: Thrivent Aggressive Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Thrivent Aggressive's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Thrivent Aggressive Allocation, and traders can use it to determine the average amount a Thrivent Aggressive'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 = -0.0385
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| Negative Returns | TAAAX |
Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Thrivent Aggressive 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 Aggressive by adding Thrivent Aggressive to a well-diversified portfolio.
Thrivent Aggressive Fundamentals Growth
Thrivent Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Thrivent Aggressive, and Thrivent Aggressive 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 | 19.15 X | ||||
| Price To Book | 2.12 X | ||||
| Price To Sales | 1.51 X | ||||
| Total Asset | 1.12 B | ||||
About Thrivent Aggressive Performance
Evaluating Thrivent Aggressive's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Thrivent Aggressive 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 Aggressive 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 pursues its objective by investing in a combination of other funds managed by the Adviser and directly held financial instruments. It is designed for investors who seek greater long-term capital growth and are comfortable with higher levels of risk and volatility. The fund allocates 75-100 percent of its assets in equity securities, and 0-25 percent in debt securities.Things to note about Thrivent Aggressive performance evaluation
Checking the ongoing alerts about Thrivent Aggressive for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Thrivent Aggressive help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Thrivent Aggressive generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: London mayor wants to raise council tax to fund police and fire - BBC.com | |
| The fund maintains about 5.19% of its assets in cash |
- Analyzing Thrivent Aggressive'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 Aggressive's stock is overvalued or undervalued compared to its peers.
- Examining Thrivent Aggressive'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 Aggressive's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Thrivent Aggressive's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Thrivent Aggressive's mutual fund. These opinions can provide insight into Thrivent Aggressive's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Thrivent Mutual Fund
Thrivent Aggressive 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 Aggressive security.
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