Target 2005 Fund Manager Performance Evaluation
| TFRRX Fund | USD 11.83 0.04 0.34% |
The entity has a beta of 0.31, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Target 2005's returns are expected to increase less than the market. However, during the bear market, the loss of holding Target 2005 is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Target 2005 Fund are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Target 2005 is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreTarget |
Target 2005 Relative Risk vs. Return Landscape
If you would invest 1,132 in Target 2005 Fund on November 4, 2025 and sell it today you would earn a total of 51.00 from holding Target 2005 Fund or generate 4.51% return on investment over 90 days. Target 2005 Fund is currently producing 0.0729% returns and takes up 0.3654% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Target, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Target 2005 Current Valuation
Overvalued
Today
Please note that Target 2005's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Target 2005 Fund has a current Real Value of $10.82 per share. The regular price of the fund is $11.83. We determine the value of Target 2005 Fund 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 Target 2005 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Target Mutual Fund. However, Target 2005'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 11.83 | Real 10.82 | Hype 11.83 | Naive 11.85 |
The intrinsic value of Target 2005'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 Target 2005'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 Target 2005 Fund helps investors to forecast how Target 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 Target 2005 more accurately as focusing exclusively on Target 2005's fundamentals will not take into account other important factors: Target 2005 Target Price Odds to finish over Current Price
The tendency of Target Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 11.83 | 90 days | 11.83 | about 7.66 |
Based on a normal probability distribution, the odds of Target 2005 to move above the current price in 90 days from now is about 7.66 (This Target 2005 Fund probability density function shows the probability of Target Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Target 2005 has a beta of 0.31. This usually implies as returns on the market go up, Target 2005 average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Target 2005 Fund will be expected to be much smaller as well. Additionally Target 2005 Fund has an alpha of 0.036, implying that it can generate a 0.036 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Target 2005 Price Density |
| Price |
Predictive Modules for Target 2005
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Target 2005 Fund. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Target 2005 Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Target 2005 is not an exception. The market had few large corrections towards the Target 2005's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Target 2005 Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Target 2005 within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | 0.31 | |
σ | Overall volatility | 0.21 | |
Ir | Information ratio | 0.03 |
Target 2005 Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Target 2005 for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Target 2005 Fund can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 7.29% of its assets in cash |
Target 2005 Fundamentals Growth
Target Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Target 2005, and Target 2005 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 Target Mutual Fund performance.
| Total Asset | 55.12 M | |||
About Target 2005 Performance
Evaluating Target 2005's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Target 2005 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 Target 2005 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 pursues its objective by investing in a diversified portfolio of other T. Rowe Price equity and fixed income mutual funds that represent various asset classes and sectors. It is managed based on the specific retirement year included in its name and assumes a retirement age of 65. The target date refers to the approximate year an investor in the fund would plan to retire and likely stop making new investments in the fund.Things to note about Target 2005 Fund performance evaluation
Checking the ongoing alerts about Target 2005 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Target 2005 Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 7.29% of its assets in cash |
- Analyzing Target 2005'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 Target 2005's stock is overvalued or undervalued compared to its peers.
- Examining Target 2005'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 Target 2005's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Target 2005's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Target 2005's mutual fund. These opinions can provide insight into Target 2005's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Target Mutual Fund
Target 2005 financial ratios help investors to determine whether Target 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 Target with respect to the benefits of owning Target 2005 security.
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