Tcm Small Cap Fund Manager Performance Evaluation
| TCMSX Fund | USD 43.32 0.17 0.39% |
The entity has a beta of 0.79, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Tcm Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Tcm Small is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Tcm Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more1 | Voya Small Cap Growth Strategy Q4 2024 Commentary - Seeking Alpha | 01/21/2025 |
| Expense Ratio Date | 28th of January 2022 | |
| Expense Ratio | 0.9300 |
Tcm |
Tcm Small Relative Risk vs. Return Landscape
If you would invest 4,857 in Tcm Small Cap on November 19, 2024 and sell it today you would lose (525.00) from holding Tcm Small Cap or give up 10.81% of portfolio value over 90 days. Tcm Small Cap is currently producing negative expected returns and takes up 1.6973% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Tcm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tcm Small Current Valuation
Undervalued
Today
Please note that Tcm Small's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Tcm Small Cap has a current Real Value of $44.27 per share. The regular price of the fund is $43.32. We determine the value of Tcm Small Cap 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 Tcm Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tcm Mutual Fund. However, Tcm Small'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 43.32 | Real 44.27 | Hype 43.47 | Naive 43.52 |
The intrinsic value of Tcm Small'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 Tcm Small'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 Tcm Small Cap helps investors to forecast how Tcm 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 Tcm Small more accurately as focusing exclusively on Tcm Small's fundamentals will not take into account other important factors: Tcm Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tcm Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tcm Small Cap, and traders can use it to determine the average amount a Tcm Small'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 = -0.1036
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TCMSX |
Estimated Market Risk
| 1.7 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.18 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Tcm Small 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 Tcm Small by adding Tcm Small to a well-diversified portfolio.
Tcm Small Fundamentals Growth
Tcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tcm Small, and Tcm Small 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 Tcm Mutual Fund performance.
| Price To Earning | 25.74 X | ||||
| Price To Book | 3.38 X | ||||
| Price To Sales | 1.54 X | ||||
About Tcm Small Performance
Evaluating Tcm Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tcm Small 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 Tcm Small 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 stocks of small capitalization companies. The adviser defines small-capitalization companies as companies with market capitalizations that fall within the range of companies within the Russell 2000 Index at the time of purchase.Things to note about Tcm Small Cap performance evaluation
Checking the ongoing alerts about Tcm Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tcm Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Tcm Small Cap generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Voya Small Cap Growth Strategy Q4 2024 Commentary - Seeking Alpha | |
| The fund maintains 96.32% of its assets in stocks |
- Analyzing Tcm Small'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 Tcm Small's stock is overvalued or undervalued compared to its peers.
- Examining Tcm Small'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 Tcm Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tcm Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tcm Small's mutual fund. These opinions can provide insight into Tcm Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tcm Mutual Fund
Tcm Small financial ratios help investors to determine whether Tcm 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 Tcm with respect to the benefits of owning Tcm Small security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Global Correlations Find global opportunities by holding instruments from different markets |