Total Income Real Fund Manager Performance Evaluation
| TIPWX Fund | USD 27.44 0.01 0.04% |
The entity has a beta of -0.0081, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Total Income are expected to decrease at a much lower rate. During the bear market, Total Income is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Total Income Real has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Total Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 2.8900 |
Total |
Total Income Relative Risk vs. Return Landscape
If you would invest 2,765 in Total Income Real on September 5, 2024 and sell it today you would lose (21.00) from holding Total Income Real or give up 0.76% of portfolio value over 90 days. Total Income Real is currently producing negative expected returns and takes up 0.0545% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Total, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Total Income Current Valuation
Fairly Valued
Today
Please note that Total Income's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Total Income Real has a current Real Value of $27.47 per share. The regular price of the fund is $27.44. We determine the value of Total Income Real 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 Total Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Total Mutual Fund. However, Total Income'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 27.44 | Real 27.47 | Hype 27.44 | Naive 27.5 |
The intrinsic value of Total Income'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 Total Income'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 Total Income Real helps investors to forecast how Total 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 Total Income more accurately as focusing exclusively on Total Income's fundamentals will not take into account other important factors: Total Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Total Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Total Income Real, and traders can use it to determine the average amount a Total Income'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 = -0.2219
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| TIPWX |
Based on monthly moving average Total Income 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 Total Income by adding Total Income to a well-diversified portfolio.
Total Income Fundamentals Growth
Total Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Total Income, and Total Income 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 Total Mutual Fund performance.
About Total Income Performance
Evaluating Total Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Total Income 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 Total Income 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.
Total Income is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Total Income Real performance evaluation
Checking the ongoing alerts about Total Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Total Income Real help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Total Income Real generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% |
- Analyzing Total Income'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 Total Income's stock is overvalued or undervalued compared to its peers.
- Examining Total Income'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 Total Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Total Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Total Income's mutual fund. These opinions can provide insight into Total Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Total Mutual Fund
Total Income financial ratios help investors to determine whether Total 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 Total with respect to the benefits of owning Total Income security.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope |