Tiaa Cref Large Cap Value Fund Manager Performance Evaluation
| TILVX Fund | USD 28.26 0.05 0.18% |
The entity has a beta of 0.82, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Tiaa-cref Large-cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Tiaa-cref Large-cap is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Tiaa Cref Large Cap Value are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Tiaa-cref Large-cap may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.0500 |
Tiaa-cref |
Tiaa-cref Large-cap Relative Risk vs. Return Landscape
If you would invest 2,618 in Tiaa Cref Large Cap Value on August 31, 2024 and sell it today you would earn a total of 208.00 from holding Tiaa Cref Large Cap Value or generate 7.94% return on investment over 90 days. Tiaa Cref Large Cap Value is currently producing 0.1235% returns and takes up 0.6553% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Tiaa-cref, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tiaa-cref Large-cap Current Valuation
Fairly Valued
Today
Please note that Tiaa-cref Large-cap's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Tiaa-cref Large-cap has a current Real Value of $27.9 per share. The regular price of the fund is $28.26. We determine the value of Tiaa-cref Large-cap 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 Large-cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tiaa-cref Mutual Fund. However, Tiaa-cref Large-cap'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 28.26 | Real 27.9 | Hype 28.21 |
The intrinsic value of Tiaa-cref Large-cap'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 Large-cap'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 Large Cap Value 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 Large-cap more accurately as focusing exclusively on Tiaa-cref Large-cap's fundamentals will not take into account other important factors: Tiaa-cref Large-cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tiaa-cref Large-cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tiaa Cref Large Cap Value, and traders can use it to determine the average amount a Tiaa-cref Large-cap'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 = 0.1885
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| Cash | TILVX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Tiaa-cref Large-cap is performing at about 14% 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 Large-cap by adding it to a well-diversified portfolio.
Tiaa-cref Large-cap Fundamentals Growth
Tiaa-cref Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tiaa-cref Large-cap, and Tiaa-cref Large-cap 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.
| Price To Earning | 3.10 X | |||
| Price To Book | 1.69 X | |||
| Price To Sales | 1.55 X | |||
| Total Asset | 8 B | |||
About Tiaa-cref Large-cap Performance
Evaluating Tiaa-cref Large-cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tiaa-cref Large-cap 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 Large-cap 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 its assets in securities of its benchmark index, the Russell 1000 Value Index. The Russell 1000 Value Index is a subset of the Russell 1000 Index, which represents the performance of the large-cap value segment of the U.S. equity universe. It includes those Russell 1000 Index companies with lower price-to-book ratios and lower expected growth values.Things to note about Tiaa-cref Large-cap performance evaluation
Checking the ongoing alerts about Tiaa-cref Large-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tiaa-cref Large-cap 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 Large-cap's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Tiaa-cref Large-cap's mutual fund performance include:- Analyzing Tiaa-cref Large-cap'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 Large-cap's stock is overvalued or undervalued compared to its peers.
- Examining Tiaa-cref Large-cap'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 Large-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tiaa-cref Large-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tiaa-cref Large-cap's mutual fund. These opinions can provide insight into Tiaa-cref Large-cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tiaa-cref Mutual Fund
Tiaa-cref Large-cap 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 Large-cap security.
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