Templeton Emerging (Germany) Manager Performance Evaluation
| TEP1 Fund | EUR 6.42 0.01 0.16% |
The entity has a beta of 0.0622, 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
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Templeton Emerging Mkt are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of rather sound technical and fundamental indicators, Templeton Emerging is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
...moreTempleton |
Templeton Emerging Relative Risk vs. Return Landscape
If you would invest 621.00 in Templeton Emerging Mkt on November 3, 2024 and sell it today you would earn a total of 21.00 from holding Templeton Emerging Mkt or generate 3.38% return on investment over 90 days. Templeton Emerging Mkt is generating 0.0574% of daily returns and assumes 0.6279% volatility on return distribution over the 90 days horizon. Simply put, 5% of funds are less volatile than Templeton, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
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 Mkt, 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 = 0.0914
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | TEP1 | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Templeton Emerging is performing at about 7% 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 Emerging by adding it to a well-diversified portfolio.
About Templeton Emerging Performance
By analyzing 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.
Things to note about Templeton Emerging Mkt 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 Mkt help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Templeton Emerging's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Templeton Emerging's fund performance include:- 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.
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |