Thompson Largecap Fund Manager Performance Evaluation
| THPGX Fund | USD 114.77 0.82 0.72% |
The entity has a beta of 0.94, which indicates possible diversification benefits within a given portfolio. Thompson Largecap returns are very sensitive to returns on the market. As the market goes up or down, Thompson Largecap 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 Thompson Largecap Fund are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Thompson Largecap may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 31st of March 2023 | |
| Expense Ratio | 0.9900 |
Thompson |
Thompson Largecap Relative Risk vs. Return Landscape
If you would invest 10,668 in Thompson Largecap Fund on August 26, 2024 and sell it today you would earn a total of 809.00 from holding Thompson Largecap Fund or generate 7.58% return on investment over 90 days. Thompson Largecap Fund is currently producing 0.1158% returns and takes up 0.8144% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Thompson, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Thompson Largecap Current Valuation
Overvalued
Today
Please note that Thompson Largecap's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Thompson Largecap has a current Real Value of $98.7 per share. The regular price of the fund is $114.77. We determine the value of Thompson Largecap 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 Thompson Largecap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Thompson Mutual Fund. However, Thompson Largecap'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 114.77 | Real 98.7 | Hype 114.77 | Naive 113.26 |
The intrinsic value of Thompson Largecap'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 Thompson Largecap'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 Thompson Largecap Fund helps investors to forecast how Thompson 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 Thompson Largecap more accurately as focusing exclusively on Thompson Largecap's fundamentals will not take into account other important factors: Thompson Largecap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Thompson Largecap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Thompson Largecap Fund, and traders can use it to determine the average amount a Thompson Largecap'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 = 0.1422
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| Cash | THPGX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.12 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 Thompson Largecap 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 Thompson Largecap by adding it to a well-diversified portfolio.
Thompson Largecap Fundamentals Growth
Thompson Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Thompson Largecap, and Thompson Largecap 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 Thompson Mutual Fund performance.
| Price To Earning | 16.36 X | ||||
| Price To Book | 2.11 X | ||||
| Price To Sales | 1.33 X | ||||
About Thompson Largecap Performance
Evaluating Thompson Largecap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Thompson Largecap 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 Thompson Largecap 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 net assets plus any borrowing for investment purposes in a diversified portfolio of equity securities of large-capitalization companies that at the time of purchase fall within the capitalization ranges of companies in the SP 500 Index. Its equity investments included within this 80 percent may include common stocks, American Depositary Receipts , and real estate investment trusts .Things to note about Thompson Largecap performance evaluation
Checking the ongoing alerts about Thompson Largecap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Thompson Largecap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Thompson Largecap's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Thompson Largecap's mutual fund performance include:- Analyzing Thompson Largecap'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 Thompson Largecap's stock is overvalued or undervalued compared to its peers.
- Examining Thompson Largecap'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 Thompson Largecap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Thompson Largecap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Thompson Largecap's mutual fund. These opinions can provide insight into Thompson Largecap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Thompson Mutual Fund
Thompson Largecap financial ratios help investors to determine whether Thompson 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 Thompson with respect to the benefits of owning Thompson Largecap security.
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