Touchstone Large Pany Fund Manager Performance Evaluation
| TCGLX Fund | USD 52.88 0.40 0.76% |
The entity has a beta of 1.01, which indicates a somewhat significant risk relative to the market. Touchstone Large returns are very sensitive to returns on the market. As the market goes up or down, Touchstone Large is expected to follow.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Touchstone Large Pany are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak essential indicators, Touchstone Large may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 1.8200 |
Touchstone |
Touchstone Large Relative Risk vs. Return Landscape
If you would invest 4,787 in Touchstone Large Pany on September 1, 2024 and sell it today you would earn a total of 501.00 from holding Touchstone Large Pany or generate 10.47% return on investment over 90 days. Touchstone Large Pany is currently producing 0.1618% returns and takes up 1.1139% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Touchstone, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Touchstone Large Current Valuation
Overvalued
Today
Please note that Touchstone Large's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Touchstone Large Pany has a current Real Value of $48.06 per share. The regular price of the fund is $52.88. We determine the value of Touchstone Large Pany 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 Touchstone Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Touchstone Mutual Fund. However, Touchstone Large'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 52.88 | Real 48.06 | Hype 52.88 | Naive 52.65 |
The intrinsic value of Touchstone Large'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 Touchstone Large'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 Touchstone Large Pany helps investors to forecast how Touchstone 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 Touchstone Large more accurately as focusing exclusively on Touchstone Large's fundamentals will not take into account other important factors: Touchstone Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Touchstone Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Touchstone Large Pany, and traders can use it to determine the average amount a Touchstone Large'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 = 0.1452
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.11 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Touchstone Large 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 Touchstone Large by adding it to a well-diversified portfolio.
Touchstone Large Fundamentals Growth
Touchstone Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Touchstone Large, and Touchstone Large 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 Touchstone Mutual Fund performance.
| Total Asset | 150.82 M | ||||
About Touchstone Large Performance
Evaluating Touchstone Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Touchstone Large 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 Touchstone Large 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 circumstances, the fund will invest at least 80 percent of its net assets in equity securities of large capitalization issuers. Equity securities include, but are not limited to, common stocks, preferred stocks, and securities convertible into common stocks, rights and warrants. In addition, it may invest up to 20 percent of its assets in equity securities of foreign issuers through, but not limited to, American Depositary Receipts or other depositary receipts. The fund is non-diversified.Things to note about Touchstone Large Pany performance evaluation
Checking the ongoing alerts about Touchstone Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Touchstone Large Pany help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Touchstone Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Touchstone Large's mutual fund performance include:- Analyzing Touchstone Large'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 Touchstone Large's stock is overvalued or undervalued compared to its peers.
- Examining Touchstone Large'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 Touchstone Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Touchstone Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Touchstone Large's mutual fund. These opinions can provide insight into Touchstone Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Touchstone Mutual Fund
Touchstone Large financial ratios help investors to determine whether Touchstone 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 Touchstone with respect to the benefits of owning Touchstone Large security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |