Tcw Global Bond Fund Manager Performance Evaluation
| TGGBX Fund | USD 8.13 0.01 0.12% |
The entity has a beta of -0.0723, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Tcw Global are expected to decrease at a much lower rate. During the bear market, Tcw Global is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Tcw Global Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental drivers, Tcw Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6300 |
Tcw |
Tcw Global Relative Risk vs. Return Landscape
If you would invest 851.00 in Tcw Global Bond on August 26, 2024 and sell it today you would lose (38.00) from holding Tcw Global Bond or give up 4.47% of portfolio value over 90 days. Tcw Global Bond is currently producing negative expected returns and takes up 0.3747% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Tcw, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tcw Global Current Valuation
Overvalued
Today
Please note that Tcw Global's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Tcw Global Bond has a current Real Value of $7.87 per share. The regular price of the fund is $8.13. We determine the value of Tcw Global Bond 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tcw Mutual Fund. However, Tcw Global'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 8.13 | Real 7.87 | Hype 8.13 | Naive 8.1 |
The intrinsic value of Tcw Global'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 Global'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 Global Bond 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 Global more accurately as focusing exclusively on Tcw Global's fundamentals will not take into account other important factors: Tcw Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tcw Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tcw Global Bond, and traders can use it to determine the average amount a Tcw Global'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 = -0.1856
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TGGBX |
Estimated Market Risk
| 0.37 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.19 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Tcw Global 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 Tcw Global by adding Tcw Global to a well-diversified portfolio.
Tcw Global Fundamentals Growth
Tcw Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tcw Global, and Tcw Global 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.
| Total Asset | 16.44 M | ||||
About Tcw Global Performance
Evaluating Tcw Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tcw Global 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 Global 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 debt securities. It does not limit its investments to a particular credit or ratings category and may invest up to 35 percent of its net assets in below investment grade bonds . The fund invests in corporate debt securities of issuers in a number of countries, which may include the United States. It invests in securities of issuers located in developed and emerging market countries.Things to note about Tcw Global Bond performance evaluation
Checking the ongoing alerts about Tcw Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tcw Global Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Tcw Global Bond generated a negative expected return over the last 90 days | |
| Tcw Global Bond generated five year return of -1.0% | |
| This fund maintains about 50.4% of its assets in bonds |
- Analyzing Tcw Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Tcw Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tcw Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tcw Global's mutual fund. These opinions can provide insight into Tcw Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tcw Mutual Fund
Tcw Global 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 Global security.
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