Touchstone Funds Group Fund Manager Performance Evaluation
| TIMPX Fund | USD 9.09 0.03 0.33% |
The entity has a beta of -0.0757, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Touchstone Funds are expected to decrease at a much lower rate. During the bear market, Touchstone Funds is likely to outperform the market.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Touchstone Funds Group has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Touchstone Funds is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreTouchstone |
Touchstone Funds Relative Risk vs. Return Landscape
If you would invest 916.00 in Touchstone Funds Group on August 31, 2024 and sell it today you would lose (7.00) from holding Touchstone Funds Group or give up 0.76% of portfolio value over 90 days. Touchstone Funds Group is currently producing negative expected returns and takes up 0.3309% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Touchstone, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Touchstone Funds Current Valuation
Overvalued
Today
Please note that Touchstone Funds' price fluctuation is very steady at this time. Touchstone Funds has a current Real Value of $8.71 per share. The regular price of the fund is $9.09. Our model measures the value of Touchstone Funds from inspecting the fund technical indicators and probability of bankruptcy. In general, investors 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 Touchstone Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Touchstone Mutual Fund. However, Touchstone Funds' 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 9.09 | Real 8.71 | Hype 9.06 |
The intrinsic value of Touchstone Funds' 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 Touchstone Funds' 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 Touchstone Funds Group helps investors to forecast how Touchstone 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 Touchstone Funds more accurately as focusing exclusively on Touchstone Funds' fundamentals will not take into account other important factors: Touchstone Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Touchstone Funds' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Touchstone Funds Group, and traders can use it to determine the average amount a Touchstone Funds' 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 = -0.0351
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| Negative Returns | TIMPX |
Estimated Market Risk
| 0.33 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Touchstone Funds 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 Touchstone Funds by adding Touchstone Funds to a well-diversified portfolio.
About Touchstone Funds Performance
Evaluating Touchstone Funds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Touchstone Funds 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 Touchstone Funds 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, under normal circumstances, at least 80 percent of its net assets in fixed-income securities that meet certain positive impact criteria. Fixed-income securities primarily consist of U.S. government obligations, corporate debt obligations , mortgage-backed securities, asset-backed securities and taxable and tax-exempt municipal securities.Things to note about Touchstone Funds performance evaluation
Checking the ongoing alerts about Touchstone Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Touchstone Funds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Touchstone Funds generated a negative expected return over the last 90 days |
- Analyzing Touchstone Funds' 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 Touchstone Funds' stock is overvalued or undervalued compared to its peers.
- Examining Touchstone Funds' 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 Touchstone Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Touchstone Funds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Touchstone Funds' mutual fund. These opinions can provide insight into Touchstone Funds' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Touchstone Mutual Fund
Touchstone Funds financial ratios help investors to determine whether Touchstone 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 Touchstone with respect to the benefits of owning Touchstone Funds security.
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