Growth Opportunities Fund Manager Performance Evaluation
| TGVVX Fund | USD 58.11 0.12 0.21% |
The fund retains a Market Volatility (i.e., Beta) of 0.97, which attests to possible diversification benefits within a given portfolio. Growth Opportunities returns are very sensitive to returns on the market. As the market goes up or down, Growth Opportunities is expected to follow.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Growth Opportunities Fund are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Growth Opportunities may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 29th of July 2022 | |
| Expense Ratio | 0.9200 |
Growth |
Growth Opportunities Relative Risk vs. Return Landscape
If you would invest 5,312 in Growth Opportunities Fund on August 28, 2024 and sell it today you would earn a total of 499.00 from holding Growth Opportunities Fund or generate 9.39% return on investment over 90 days. Growth Opportunities Fund is currently producing 0.148% returns and takes up 1.0483% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Growth, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Growth Opportunities Current Valuation
Overvalued
Today
Please note that Growth Opportunities' price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Growth Opportunities retains a regular Real Value of $52.42 per share. The prevalent price of the fund is $58.11. We determine the value of Growth Opportunities from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Growth Opportunities is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Growth Mutual Fund. However, Growth Opportunities' 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 58.11 | Real 52.42 | Hype 58.11 |
The intrinsic value of Growth Opportunities' 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 Growth Opportunities' 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 Growth Opportunities Fund helps investors to forecast how Growth 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 Growth Opportunities more accurately as focusing exclusively on Growth Opportunities' fundamentals will not take into account other important factors: Growth Opportunities Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Growth Opportunities' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Growth Opportunities Fund, and traders can use it to determine the average amount a Growth Opportunities' 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 = 0.1412
| Best Portfolio | Best Equity | |||
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| Cash | TGVVX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Growth Opportunities is performing at about 11% 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 Growth Opportunities by adding it to a well-diversified portfolio.
Growth Opportunities Fundamentals Growth
Growth Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Growth Opportunities, and Growth Opportunities 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 Growth Mutual Fund performance.
| Price To Earning | 22.19 X | ||||
| Price To Book | 4.77 X | ||||
| Price To Sales | 2.66 X | ||||
| Total Asset | 55.24 M | ||||
About Growth Opportunities Performance
Evaluating Growth Opportunities' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Growth Opportunities 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 Growth Opportunities 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 invests primarily in stocks of domestic growth companies that the sub-advisor believes have a demonstrated record of achievement with excellent prospects for earnings growth over a one- to three-year period. In choosing securities, Westfield looks for companies that the sub-advisor believes are reasonably priced with high forecasted earnings potential. The fund may invest in companies of any market capitalization. It is non-diversified.Things to note about Growth Opportunities performance evaluation
Checking the ongoing alerts about Growth Opportunities for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Growth Opportunities help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Growth Opportunities' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Growth Opportunities' mutual fund performance include:- Analyzing Growth Opportunities' 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 Growth Opportunities' stock is overvalued or undervalued compared to its peers.
- Examining Growth Opportunities' 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 Growth Opportunities' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Growth Opportunities' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Growth Opportunities' mutual fund. These opinions can provide insight into Growth Opportunities' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Growth Mutual Fund
Growth Opportunities financial ratios help investors to determine whether Growth 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 Growth with respect to the benefits of owning Growth Opportunities security.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |