T Rowe Price Fund Manager Performance Evaluation
| TRATX Fund | 11.43 0.06 0.53% |
The entity has a beta of 0.0421, which indicates not very significant fluctuations relative to the market. As returns on the market increase, T Rowe's returns are expected to increase less than the market. However, during the bear market, the loss of holding T Rowe is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in T Rowe Price are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, T Rowe is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreTRATX |
T Rowe Relative Risk vs. Return Landscape
If you would invest 1,076 in T Rowe Price on November 3, 2025 and sell it today you would earn a total of 67.00 from holding T Rowe Price or generate 6.23% return on investment over 90 days. T Rowe Price is currently producing 0.0987% returns and takes up 0.5058% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than TRATX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
T Rowe Current Valuation
Undervalued
Today
Please note that T Rowe's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is undervalued. T Rowe Price has a current Real Value of USD11.86 per share. The regular price of the fund is USD11.43. Our model measures the value of T Rowe Price from analyzing the entity technical indicators and probability of bankruptcy. In general, investors recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some future date, mutual fund prices and their ongoing real values will draw towards each other.
Since T Rowe is currently traded on the exchange, buyers and sellers on that exchange determine the market value of TRATX Mutual Fund. However, T Rowe'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 11.43 | Real 11.86 | Hype 11.31 | Naive 11.35 |
The intrinsic value of T Rowe'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 T Rowe'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 T Rowe Price helps investors to forecast how TRATX 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 T Rowe more accurately as focusing exclusively on T Rowe's fundamentals will not take into account other important factors: T Rowe Target Price Odds to finish over Current Price
The tendency of TRATX Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 11.43 | 90 days | 11.43 | under 4 |
Based on a normal probability distribution, the odds of T Rowe to move above the current price in 90 days from now is under 4 (This T Rowe Price probability density function shows the probability of TRATX Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon T Rowe has a beta of 0.0421. This usually implies as returns on the market go up, T Rowe average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding T Rowe Price will be expected to be much smaller as well. Additionally T Rowe Price has an alpha of 0.0813, implying that it can generate a 0.0813 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). T Rowe Price Density |
| Price |
Predictive Modules for T Rowe
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as T Rowe Price. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of T Rowe's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
T Rowe Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. T Rowe is not an exception. The market had few large corrections towards the T Rowe's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold T Rowe Price, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of T Rowe within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.08 | |
β | Beta against Dow Jones | 0.04 | |
σ | Overall volatility | 0.27 | |
Ir | Information ratio | 0.1 |
T Rowe Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of T Rowe for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for T Rowe Price can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Gov. Evers State budget surplus allows for both school funding, property tax relief - wpr.org | |
| The fund maintains all of the assets in different exotic instruments |
T Rowe Fundamentals Growth
TRATX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of T Rowe, and T Rowe 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 TRATX Mutual Fund performance.
About T Rowe Performance
Evaluating T Rowe's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if T Rowe 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 T Rowe 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 pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond mutual funds that represent various asset classes and sectors. Its allocation among T. Rowe Price mutual funds will change over time in relation to its target retirement date. The glide path provides for a neutral allocation to stocks at the target date of 55. The funds overall exposure to stocks will continue to decline until approximately 30 years after its target date, when its neutral allocations to stocks and bonds will remain unchanged.Things to note about T Rowe Price performance evaluation
Checking the ongoing alerts about T Rowe for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for T Rowe Price help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Gov. Evers State budget surplus allows for both school funding, property tax relief - wpr.org | |
| The fund maintains all of the assets in different exotic instruments |
- Analyzing T Rowe'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 T Rowe's stock is overvalued or undervalued compared to its peers.
- Examining T Rowe'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 T Rowe's management team can have a significant impact on its success or failure. Reviewing the track record and experience of T Rowe's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of T Rowe's mutual fund. These opinions can provide insight into T Rowe's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in TRATX Mutual Fund
T Rowe financial ratios help investors to determine whether TRATX 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 TRATX with respect to the benefits of owning T Rowe security.
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