Tiaa Cref Growth Income Fund Manager Performance Evaluation
| TGIHX Fund | USD 16.95 0.01 0.06% |
The entity has a beta of 0.0617, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Tiaa-cref Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Tiaa-cref Growth is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Tiaa Cref Growth Income are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Tiaa-cref Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5000 |
Tiaa-cref |
Tiaa-cref Growth Relative Risk vs. Return Landscape
If you would invest 1,593 in Tiaa Cref Growth Income on August 26, 2024 and sell it today you would earn a total of 102.00 from holding Tiaa Cref Growth Income or generate 6.4% return on investment over 90 days. Tiaa Cref Growth Income is currently producing 0.0985% returns and takes up 0.7764% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Tiaa-cref, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tiaa-cref Growth Current Valuation
Fairly Valued
Today
Please note that Tiaa-cref Growth's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Tiaa Cref Growth has a current Real Value of $16.76 per share. The regular price of the fund is $16.95. We determine the value of Tiaa Cref Growth 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 Tiaa-cref Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tiaa-cref Mutual Fund. However, Tiaa-cref Growth'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 16.95 | Real 16.76 | Hype 16.95 | Naive 16.81 |
The intrinsic value of Tiaa-cref Growth'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 Tiaa-cref Growth'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 Tiaa Cref Growth Income helps investors to forecast how Tiaa-cref 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 Tiaa-cref Growth more accurately as focusing exclusively on Tiaa-cref Growth's fundamentals will not take into account other important factors: Tiaa-cref Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tiaa-cref Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tiaa Cref Growth Income, and traders can use it to determine the average amount a Tiaa-cref Growth'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 = 0.1269
| Best Portfolio | Best Equity | |||
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| Cash | TGIHX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average Tiaa-cref Growth is performing at about 9% 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 Tiaa-cref Growth by adding it to a well-diversified portfolio.
Tiaa-cref Growth Fundamentals Growth
Tiaa-cref Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tiaa-cref Growth, and Tiaa-cref Growth 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 Tiaa-cref Mutual Fund performance.
| Total Asset | 4.71 B | ||||
About Tiaa-cref Growth Performance
Evaluating Tiaa-cref Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tiaa-cref Growth 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 Tiaa-cref Growth 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 normally invests at least 80 percent of its assets in equity securities. Tiaa-Cref Growth is traded on NASDAQ Exchange in the United States.Things to note about Tiaa Cref Growth performance evaluation
Checking the ongoing alerts about Tiaa-cref Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tiaa Cref Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Tiaa-cref Growth's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Tiaa-cref Growth's mutual fund performance include:- Analyzing Tiaa-cref Growth'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 Tiaa-cref Growth's stock is overvalued or undervalued compared to its peers.
- Examining Tiaa-cref Growth'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 Tiaa-cref Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tiaa-cref Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tiaa-cref Growth's mutual fund. These opinions can provide insight into Tiaa-cref Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tiaa-cref Mutual Fund
Tiaa-cref Growth financial ratios help investors to determine whether Tiaa-cref 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 Tiaa-cref with respect to the benefits of owning Tiaa-cref Growth security.
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