Tcw Relative Value Fund Manager Performance Evaluation
| TGDIX Fund | USD 15.25 0.02 0.13% |
The entity has a beta of 0.4, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Tcw Relative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Tcw Relative 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 Tcw Relative Value are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Tcw Relative showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 0.7000 |
Tcw |
Tcw Relative Relative Risk vs. Return Landscape
If you would invest 1,123 in Tcw Relative Value on October 31, 2025 and sell it today you would earn a total of 402.00 from holding Tcw Relative Value or generate 35.8% return on investment over 90 days. Tcw Relative Value is currently producing 0.5745% returns and takes up 3.899% volatility of returns over 90 trading days. Put another way, 35% of traded mutual funds are less volatile than Tcw, and 89% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tcw Relative Current Valuation
Overvalued
Today
Please note that Tcw Relative's price fluctuation is somewhat reliable at this time. At this time, the fund appears to be overvalued. Tcw Relative Value has a current Real Value of $14.72 per share. The regular price of the fund is $15.25. We determine the value of Tcw Relative Value 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 Tcw Relative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tcw Mutual Fund. However, Tcw Relative'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 15.25 | Real 14.72 | Hype 15.25 | Naive 14.1 |
The intrinsic value of Tcw Relative'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 Tcw Relative'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 Tcw Relative Value helps investors to forecast how Tcw 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 Tcw Relative more accurately as focusing exclusively on Tcw Relative's fundamentals will not take into account other important factors: Tcw Relative Target Price Odds to finish over Current Price
The tendency of Tcw 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 |
| 15.25 | 90 days | 15.25 | about 7.11 |
Based on a normal probability distribution, the odds of Tcw Relative to move above the current price in 90 days from now is about 7.11 (This Tcw Relative Value probability density function shows the probability of Tcw Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Tcw Relative has a beta of 0.4. This usually implies as returns on the market go up, Tcw Relative average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Tcw Relative Value will be expected to be much smaller as well. Additionally Tcw Relative Value has an alpha of 0.5067, implying that it can generate a 0.51 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Tcw Relative Price Density |
| Price |
Predictive Modules for Tcw Relative
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Tcw Relative Value. 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.Tcw Relative Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Tcw Relative is not an exception. The market had few large corrections towards the Tcw Relative'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 Tcw Relative Value, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Tcw Relative within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.51 | |
β | Beta against Dow Jones | 0.40 | |
σ | Overall volatility | 1.84 | |
Ir | Information ratio | 0.13 |
Tcw Relative 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 Tcw Relative for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Tcw Relative Value can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Tcw Relative Value appears to be risky and price may revert if volatility continues | |
| The fund maintains 99.33% of its assets in stocks |
Tcw Relative Fundamentals Growth
Tcw Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tcw Relative, and Tcw Relative 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 Tcw Mutual Fund performance.
| Price To Earning | 17.09 X | |||
| Price To Book | 1.89 X | |||
| Price To Sales | 1.25 X | |||
| Total Asset | 270.58 M | |||
About Tcw Relative Performance
Evaluating Tcw Relative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tcw Relative 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 Tcw Relative 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 invests at least 80 percent of the value of its net assets, plus any borrowings for investment purposes, in equity securities of large-capitalization companies, meaning those with market capitalizations, at the time of acquisition, within the capitalization range of the companies comprising the Russell 1000 Index.Things to note about Tcw Relative Value performance evaluation
Checking the ongoing alerts about Tcw Relative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tcw Relative Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Tcw Relative Value appears to be risky and price may revert if volatility continues | |
| The fund maintains 99.33% of its assets in stocks |
- Analyzing Tcw Relative'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 Tcw Relative's stock is overvalued or undervalued compared to its peers.
- Examining Tcw Relative'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 Tcw Relative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tcw Relative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tcw Relative's mutual fund. These opinions can provide insight into Tcw Relative's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tcw Mutual Fund
Tcw Relative financial ratios help investors to determine whether Tcw 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 Tcw with respect to the benefits of owning Tcw Relative security.
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