Templeton China World Manager Performance
| TACWXDelisted Fund | USD 8.23 0.00 0.00% |
The entity has a beta of 0.0861, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Templeton China's returns are expected to increase less than the market. However, during the bear market, the loss of holding Templeton China is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Templeton China World are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Templeton China showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 1.4900 |
TEMPLETON |
Templeton China Relative Risk vs. Return Landscape
If you would invest 705.00 in Templeton China World on September 2, 2024 and sell it today you would earn a total of 118.00 from holding Templeton China World or generate 16.74% return on investment over 90 days. Templeton China World is currently producing 0.4261% returns and takes up 2.8202% volatility of returns over 90 trading days. Put another way, 25% of traded mutual funds are less volatile than TEMPLETON, and 92% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Templeton China Current Valuation
Overvalued
Today
Please note that Templeton China's price fluctuation is somewhat reliable at this time. At this time, the fund appears to be overvalued. Templeton China World has a current Real Value of $7.62 per share. The regular price of the fund is $8.23. We determine the value of Templeton China World 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 Templeton China is currently traded on the exchange, buyers and sellers on that exchange determine the market value of TEMPLETON Mutual Fund. However, Templeton China'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 8.23 | Real 7.62 | Hype 8.23 |
The intrinsic value of Templeton China'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 China'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 China World 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 China more accurately as focusing exclusively on Templeton China's fundamentals will not take into account other important factors: Templeton China Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Templeton China's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Templeton China World, and traders can use it to determine the average amount a Templeton China'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 = 0.1511
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Estimated Market Risk
| 2.82 actual daily | 25 75% of assets are more volatile |
Expected Return
| 0.43 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Templeton China is performing at about 11% 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 China by adding it to a well-diversified portfolio.
Templeton China Fundamentals Growth
TEMPLETON Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Templeton China, and Templeton China 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.
| Price To Earning | 1.29 X | |||
| Price To Book | 1.32 X | |||
| Price To Sales | 1.01 X | |||
| Total Asset | 158.35 M | |||
About Templeton China Performance
Evaluating Templeton China's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Templeton China 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 China 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 invests at least 80 percent of its net assets in securities of China companies. Templeton China is traded on NASDAQ Exchange in the United States.Things to note about Templeton China World performance evaluation
Checking the ongoing alerts about Templeton China for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Templeton China World help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Templeton China is not yet fully synchronised with the market data | |
| Templeton China has a very high chance of going through financial distress in the upcoming years | |
| Templeton China World generated five year return of -7.0% | |
| This fund maintains 99.97% of its assets in stocks |
- Analyzing Templeton China'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 China's stock is overvalued or undervalued compared to its peers.
- Examining Templeton China'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 China's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Templeton China's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Templeton China's mutual fund. These opinions can provide insight into Templeton China's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Other Consideration for investing in TEMPLETON Mutual Fund
If you are still planning to invest in Templeton China World check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Templeton China's history and understand the potential risks before investing.
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