Templeton Emerging Markets Fund Manager Performance Evaluation
| TEI Fund | USD 5.32 0.01 0.19% |
The entity has a beta of 0.12, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Templeton Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Templeton Emerging is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Templeton Emerging Markets has generated negative risk-adjusted returns adding no value to fund investors. Despite fairly strong technical and fundamental indicators, Templeton Emerging is not utilizing all of its potentials. The recent stock price confusion, may contribute to short-horizon losses for the traders.
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2 | From taxing to enriching TEI Tax Case Competition - University of Waterloo | 09/24/2024 |
| Expense Ratio | 1.1400 |
Templeton |
Templeton Emerging Relative Risk vs. Return Landscape
If you would invest 551.00 in Templeton Emerging Markets on August 24, 2024 and sell it today you would lose (19.00) from holding Templeton Emerging Markets or give up 3.45% of portfolio value over 90 days. Templeton Emerging Markets is generating negative expected returns assuming volatility of 0.9998% on return distribution over 90 days investment horizon. In other words, 8% of funds are less volatile than Templeton, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Templeton Emerging Current Valuation
Fairly Valued
Today
Please note that Templeton Emerging's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Templeton Emerging has a current Real Value of $5.37 per share. The regular price of the fund is $5.32. We determine the value of Templeton Emerging from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend purchasing undervalued funds and trading away overvalued funds since, at some point, fund prices and their ongoing real values will draw towards each other.
Since Templeton Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Templeton Fund. However, Templeton Emerging'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 5.32 | Real 5.37 | Hype 5.31 | Naive 5.24 |
The intrinsic value of Templeton Emerging's stock can be calculated using various methods such as discounted cash flow or dividend analysis. That value may differ from its market price, which is determined by factors such as investor sentiment, market trends, headlines, and other external factors that may influence Templeton Emerging's stock price.
Estimating the potential upside or downside of Templeton Emerging Markets helps investors to forecast how Templeton 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 Emerging more accurately as focusing exclusively on Templeton Emerging's fundamentals will not take into account other important factors: Templeton Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Templeton Emerging's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Templeton Emerging Markets, and traders can use it to determine the average amount a Templeton Emerging'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 = -0.0499
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TEI |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Templeton Emerging 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 Templeton Emerging by adding Templeton Emerging to a well-diversified portfolio.
Templeton Emerging Fundamentals Growth
Templeton Fund prices reflect investors' perceptions of the future prospects and financial health of Templeton Emerging, and Templeton Emerging 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 Fund performance.
| Return On Equity | -25.3 | |||
| Return On Asset | 4.18 | |||
| Profit Margin | (292.75) % | |||
| Operating Margin | 85.02 % | |||
| Current Valuation | 251 M | |||
| Shares Outstanding | 48 M | |||
| Price To Earning | 61.97 X | |||
| Price To Book | 0.56 X | |||
| Price To Sales | 8.16 X | |||
| Revenue | 29.58 M | |||
| Cash And Equivalents | 1.16 M | |||
| Cash Per Share | 0.02 X | |||
| Total Debt | 36 M | |||
| Debt To Equity | 0.13 % | |||
| Book Value Per Share | 8.97 X | |||
| Earnings Per Share | (1.31) X | |||
| Total Asset | 660.56 M | |||
| Retained Earnings | (7.13 M) | |||
About Templeton Emerging Performance
By evaluating Templeton Emerging's fundamental ratios, stakeholders can gain valuable insights into Templeton Emerging's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Templeton Emerging 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 Emerging 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.
Templeton Emerging Markets Income Fund is a closed-ended fixed income mutual fund launched by Franklin Resources, Inc. It is managed by Franklin Advisers, Inc. The fund invests in the fixed income markets of emerging market countries across the globe. It primarily invests in bonds issued by sovereign or sovereign-related entities and private sector companies. The fund benchmarks the performance of its portfolio against the J.P. Morgan Emerging Markets Bond Index. Templeton Emerging Markets Income Fund was formed on September 23, 1993 and is domiciled in the United States.Things to note about Templeton Emerging performance evaluation
Checking the ongoing alerts about Templeton Emerging for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Templeton Emerging help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Templeton Emerging generated a negative expected return over the last 90 days | |
| The fund generated five year return of -1.0% |
- Analyzing Templeton Emerging'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 Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Templeton Emerging'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 Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Templeton Emerging's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Templeton Emerging's fund. These opinions can provide insight into Templeton Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Templeton Fund
Templeton Emerging financial ratios help investors to determine whether Templeton 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 Templeton with respect to the benefits of owning Templeton Emerging security.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
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