Toews Tactical Income Fund Manager Performance Evaluation

THHYX Fund  USD 9.96  0.02  0.20%   
The entity has a beta of 0.15, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Toews Tactical's returns are expected to increase less than the market. However, during the bear market, the loss of holding Toews Tactical is expected to be smaller as well.

Risk-Adjusted Performance

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Over the last 90 days Toews Tactical Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Toews Tactical is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date28th of August 2025
Expense Ratio1.3700
  

Toews Tactical Relative Risk vs. Return Landscape

If you would invest  1,001  in Toews Tactical Income on September 28, 2025 and sell it today you would lose (5.00) from holding Toews Tactical Income or give up 0.5% of portfolio value over 90 days. Toews Tactical Income is currently producing negative expected returns and takes up 0.1644% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Toews, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Toews Tactical is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 4.33 times less risky than the market. the firm trades about -0.05 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 of returns per unit of risk over similar time horizon.

Toews Tactical Current Valuation

Fairly Valued
Today
9.96
Please note that Toews Tactical's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Toews Tactical Income has a current Real Value of $9.96 per share. The regular price of the fund is $9.96. We determine the value of Toews Tactical Income 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 Toews Tactical is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Toews Mutual Fund. However, Toews Tactical'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  9.96 Real  9.96 Hype  9.96 Naive  9.93
The intrinsic value of Toews Tactical'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 Toews Tactical'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.
9.96
Real Value
10.12
Upside
Estimating the potential upside or downside of Toews Tactical Income helps investors to forecast how Toews 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 Toews Tactical more accurately as focusing exclusively on Toews Tactical's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.919.9610.02
Details
Hype
Prediction
LowEstimatedHigh
9.809.9610.12
Details
Naive
Forecast
LowNext ValueHigh
9.779.9310.10
Details

Toews Tactical Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Toews Tactical's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Toews Tactical Income, and traders can use it to determine the average amount a Toews Tactical'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 = -0.0475

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Based on monthly moving average Toews Tactical 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 Toews Tactical by adding Toews Tactical to a well-diversified portfolio.

Toews Tactical Fundamentals Growth

Toews Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Toews Tactical, and Toews Tactical 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 Toews Mutual Fund performance.

About Toews Tactical Performance

Evaluating Toews Tactical's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Toews Tactical 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 Toews Tactical 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 funds adviser seeks to achieve its investment objectives by investing primarily in ETFs and open-end investment companies that primarily invest in or are otherwise exposed to domestic and foreign high-yield debt instruments futures total return swaps or credit default swaps other U.S. or foreign fixed-income securities of any rating iBoxx iShares High Yield Corporate Bond Futures contracts or other futures contracts and U.S. or foreign cash equivalents.

Things to note about Toews Tactical Income performance evaluation

Checking the ongoing alerts about Toews Tactical for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Toews Tactical Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Toews Tactical generated a negative expected return over the last 90 days
The fund maintains about 93.18% of its assets in bonds
Evaluating Toews Tactical's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Toews Tactical's mutual fund performance include:
  • Analyzing Toews Tactical'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 Toews Tactical's stock is overvalued or undervalued compared to its peers.
  • Examining Toews Tactical'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 Toews Tactical's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Toews Tactical's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Toews Tactical's mutual fund. These opinions can provide insight into Toews Tactical's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Toews Tactical's mutual fund performance is not an exact science, and many factors can impact Toews Tactical's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Toews Mutual Fund

Toews Tactical financial ratios help investors to determine whether Toews 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 Toews with respect to the benefits of owning Toews Tactical security.
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