Tarkio Fund Tarkio Fund Manager Performance Evaluation
| TARKX Fund | USD 32.32 0.30 0.92% |
The entity has a beta of 1.81, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Tarkio Fund will likely underperform.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Tarkio Fund Tarkio are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking signals, Tarkio Fund showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | 600M Montana RIA Moves Custody to SEI From Schwab - Wealth Management | 11/21/2024 |
| Expense Ratio | 1.0000 |
Tarkio |
Tarkio Fund Relative Risk vs. Return Landscape
If you would invest 2,862 in Tarkio Fund Tarkio on August 29, 2024 and sell it today you would earn a total of 400.00 from holding Tarkio Fund Tarkio or generate 13.98% return on investment over 90 days. Tarkio Fund Tarkio is currently producing 0.2193% returns and takes up 1.7366% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Tarkio, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tarkio Fund Current Valuation
Fairly Valued
Today
Please note that Tarkio Fund's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Tarkio Fund Tarkio has a current Real Value of $32.28 per share. The regular price of the fund is $32.32. We determine the value of Tarkio Fund Tarkio 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 Tarkio Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tarkio Mutual Fund. However, Tarkio Fund'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 32.32 | Real 32.28 | Hype 32.75 | Naive 31.05 |
The intrinsic value of Tarkio Fund'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 Tarkio Fund'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 Tarkio Fund Tarkio helps investors to forecast how Tarkio 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 Tarkio Fund more accurately as focusing exclusively on Tarkio Fund's fundamentals will not take into account other important factors: Tarkio Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tarkio Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tarkio Fund Tarkio, and traders can use it to determine the average amount a Tarkio Fund'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 = 0.1263
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | TARKX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.74 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average Tarkio Fund is performing at about 9% 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 Tarkio Fund by adding it to a well-diversified portfolio.
Tarkio Fund Fundamentals Growth
Tarkio Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tarkio Fund, and Tarkio Fund 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 Tarkio Mutual Fund performance.
| Price To Earning | 23.04 X | |||
| Price To Book | 2.20 X | |||
| Price To Sales | 1.22 X | |||
| Total Asset | 159.25 M | |||
About Tarkio Fund Performance
Evaluating Tarkio Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tarkio Fund 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 Tarkio Fund 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, under normal market conditions, invests primarily in common stock from small, medium, and large capitalization U.S. companies that are selected for their long-term compounding potential. To a significantly lesser extent, it may invest in fixed income securities and securities of foreign issuers, including issuers in emerging markets using the same fundamental research approach based on quality and price. The fund is non-diversified.Things to note about Tarkio Fund Tarkio performance evaluation
Checking the ongoing alerts about Tarkio Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tarkio Fund Tarkio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: 600M Montana RIA Moves Custody to SEI From Schwab - Wealth Management | |
| The fund maintains 99.72% of its assets in stocks |
- Analyzing Tarkio Fund'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 Tarkio Fund's stock is overvalued or undervalued compared to its peers.
- Examining Tarkio Fund'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 Tarkio Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tarkio Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tarkio Fund's mutual fund. These opinions can provide insight into Tarkio Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tarkio Mutual Fund
Tarkio Fund financial ratios help investors to determine whether Tarkio 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 Tarkio with respect to the benefits of owning Tarkio Fund security.
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