Target 2025 Fund Manager Performance Evaluation
| TRVVX Fund | USD 13.97 0.01 0.07% |
The entity has a beta of 0.32, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Target 2025's returns are expected to increase less than the market. However, during the bear market, the loss of holding Target 2025 is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Target 2025 Fund are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Target 2025 is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.3500 |
Target |
Target 2025 Relative Risk vs. Return Landscape
If you would invest 1,371 in Target 2025 Fund on August 29, 2024 and sell it today you would earn a total of 26.00 from holding Target 2025 Fund or generate 1.9% return on investment over 90 days. Target 2025 Fund is currently producing 0.0299% returns and takes up 0.3173% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Target, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Target 2025 Current Valuation
Undervalued
Today
Please note that Target 2025's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Target 2025 Fund has a current Real Value of $14.95 per share. The regular price of the fund is $13.97. We determine the value of Target 2025 Fund 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 Target 2025 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Target Mutual Fund. However, Target 2025'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 13.97 | Real 14.95 | Hype 22.23 | Naive 13.95 |
The intrinsic value of Target 2025'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 Target 2025'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 Target 2025 Fund helps investors to forecast how Target 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 Target 2025 more accurately as focusing exclusively on Target 2025's fundamentals will not take into account other important factors: Target 2025 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Target 2025's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Target 2025 Fund, and traders can use it to determine the average amount a Target 2025'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 = 0.0941
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TRVVX |
Estimated Market Risk
| 0.32 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
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Target 2025 is performing at about 7% 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 Target 2025 by adding it to a well-diversified portfolio.
Target 2025 Fundamentals Growth
Target Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Target 2025, and Target 2025 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 Target Mutual Fund performance.
| Total Asset | 472.4 M | |||
About Target 2025 Performance
Evaluating Target 2025's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Target 2025 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 Target 2025 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 advisor pursues the funds objective by investing in a diversified portfolio of other T. Rowe Price stock and bond mutual funds that represent various asset classes and sectors. It is managed based on the specific retirement year included in its name and assumes a retirement age of 65. The target date refers to the approximate year an investor in the fund would plan to retire and likely stop making new investments in the fund.Things to note about Target 2025 Fund performance evaluation
Checking the ongoing alerts about Target 2025 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Target 2025 Fund 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: Dodge Cox Stock Fund Q3 2024 Shareholder Letter - Seeking Alpha | |
| The fund maintains about 7.2% of its assets in cash |
- Analyzing Target 2025'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 Target 2025's stock is overvalued or undervalued compared to its peers.
- Examining Target 2025'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 Target 2025's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Target 2025's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Target 2025's mutual fund. These opinions can provide insight into Target 2025's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Target Mutual Fund
Target 2025 financial ratios help investors to determine whether Target 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 Target with respect to the benefits of owning Target 2025 security.
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