Tiaa Cref Lifecycle Retirement Fund Manager Performance Evaluation
| TPILX Fund | USD 11.63 0.05 0.43% |
The entity has a beta of 0.0363, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Tiaa-cref Lifecycle's returns are expected to increase less than the market. However, during the bear market, the loss of holding Tiaa-cref Lifecycle is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Tiaa Cref Lifecycle Retirement are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, Tiaa-cref Lifecycle is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5200 |
Tiaa-cref |
Tiaa-cref Lifecycle Relative Risk vs. Return Landscape
If you would invest 1,138 in Tiaa Cref Lifecycle Retirement on September 2, 2024 and sell it today you would earn a total of 25.00 from holding Tiaa Cref Lifecycle Retirement or generate 2.2% return on investment over 90 days. Tiaa Cref Lifecycle Retirement is currently producing 0.0343% returns and takes up 0.279% volatility of returns over 90 trading days. Put another way, 2% 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 Lifecycle Current Valuation
Fairly Valued
Today
Please note that Tiaa-cref Lifecycle's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Tiaa Cref Lifecycle has a current Real Value of $11.59 per share. The regular price of the fund is $11.63. We determine the value of Tiaa Cref Lifecycle 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 Lifecycle is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tiaa-cref Mutual Fund. However, Tiaa-cref Lifecycle'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 11.63 | Real 11.59 | Hype 11.63 | Naive 11.66 |
The intrinsic value of Tiaa-cref Lifecycle'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 Lifecycle'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 Lifecycle Retirement 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 Lifecycle more accurately as focusing exclusively on Tiaa-cref Lifecycle's fundamentals will not take into account other important factors: Tiaa-cref Lifecycle Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tiaa-cref Lifecycle's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tiaa Cref Lifecycle Retirement, and traders can use it to determine the average amount a Tiaa-cref Lifecycle'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 = 0.1231
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TPILX |
Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Tiaa-cref Lifecycle is performing at about 9% 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 Lifecycle by adding it to a well-diversified portfolio.
Tiaa-cref Lifecycle Fundamentals Growth
Tiaa-cref Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tiaa-cref Lifecycle, and Tiaa-cref Lifecycle 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 | 19.15 X | ||||
| Price To Book | 2.24 X | ||||
| Price To Sales | 1.49 X | ||||
| Total Asset | 499.41 M | ||||
About Tiaa-cref Lifecycle Performance
Evaluating Tiaa-cref Lifecycle's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tiaa-cref Lifecycle 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 Lifecycle 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 is a fund of funds that invests in Class W shares of other funds of the Trust and in other investment pools or investment products. TIAA CREF is traded on NASDAQ Exchange in the United States.Things to note about Tiaa Cref Lifecycle performance evaluation
Checking the ongoing alerts about Tiaa-cref Lifecycle for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tiaa Cref Lifecycle help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 10.04% of its assets in bonds |
- Analyzing Tiaa-cref Lifecycle'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 Lifecycle's stock is overvalued or undervalued compared to its peers.
- Examining Tiaa-cref Lifecycle'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 Lifecycle's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tiaa-cref Lifecycle's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tiaa-cref Lifecycle's mutual fund. These opinions can provide insight into Tiaa-cref Lifecycle's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tiaa-cref Mutual Fund
Tiaa-cref Lifecycle 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 Lifecycle security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |