Tiaa Cref Real Estate Fund Manager Performance Evaluation
| TIREX Fund | USD 19.48 0.18 0.93% |
The entity has a beta of 0.12, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Tiaa-cref Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Tiaa-cref Real is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Tiaa Cref Real Estate are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Tiaa-cref Real is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5000 |
Tiaa-cref |
Tiaa-cref Real Relative Risk vs. Return Landscape
If you would invest 1,881 in Tiaa Cref Real Estate on August 28, 2024 and sell it today you would earn a total of 67.00 from holding Tiaa Cref Real Estate or generate 3.56% return on investment over 90 days. Tiaa Cref Real Estate is currently producing 0.0592% returns and takes up 0.8563% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Tiaa-cref, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tiaa-cref Real Current Valuation
Fairly Valued
Today
Please note that Tiaa-cref Real's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Tiaa Cref Real has a current Real Value of $19.3 per share. The regular price of the fund is $19.48. We determine the value of Tiaa Cref 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 Tiaa-cref Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tiaa-cref Mutual Fund. However, Tiaa-cref Real'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 19.48 | Real 19.3 | Hype 19.48 | Naive 19.77 |
The intrinsic value of Tiaa-cref Real'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 Real'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 Real Estate 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 Real more accurately as focusing exclusively on Tiaa-cref Real's fundamentals will not take into account other important factors: Tiaa-cref Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tiaa-cref Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tiaa Cref Real Estate, and traders can use it to determine the average amount a Tiaa-cref Real'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 = 0.0691
| Best Portfolio | Best Equity | |||
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| Cash | TIREX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Tiaa-cref Real is performing at about 5% 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 Real by adding it to a well-diversified portfolio.
Tiaa-cref Real Fundamentals Growth
Tiaa-cref Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tiaa-cref Real, and Tiaa-cref Real 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 | 3.63 X | ||||
| Price To Book | 2.62 X | ||||
| Price To Sales | 6.62 X | ||||
| Total Asset | 3.87 B | ||||
About Tiaa-cref Real Performance
Evaluating Tiaa-cref Real's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tiaa-cref Real 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 Real 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 at least 80 percent of its assets in the securities of companies that are principally engaged in or related to the real estate industry, including those that own significant real estate assets. It may invest up to 15 percent of its assets in real estate securities of foreign issuers and up to 20 percent of its assets in equity and debt securities of issuers that are not engaged in or related to the real estate industry.Things to note about Tiaa Cref Real performance evaluation
Checking the ongoing alerts about Tiaa-cref Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tiaa Cref Real help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -2.0% | |
| Tiaa Cref Real maintains 97.95% of its assets in stocks |
- Analyzing Tiaa-cref Real'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 Real's stock is overvalued or undervalued compared to its peers.
- Examining Tiaa-cref Real'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 Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tiaa-cref Real's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tiaa-cref Real's mutual fund. These opinions can provide insight into Tiaa-cref Real's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tiaa-cref Mutual Fund
Tiaa-cref Real 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 Real security.
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