Transamerica Small Cap Fund Manager Performance Evaluation
| TSLTX Fund | USD 6.84 0.01 0.15% |
The entity has a beta of 0.1, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Transamerica Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Transamerica Small is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Transamerica Small Cap are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Transamerica Small may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.8700 |
Transamerica |
Transamerica Small Relative Risk vs. Return Landscape
If you would invest 620.00 in Transamerica Small Cap on September 3, 2024 and sell it today you would earn a total of 64.00 from holding Transamerica Small Cap or generate 10.32% return on investment over 90 days. Transamerica Small Cap is currently producing 0.1604% returns and takes up 1.1864% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Transamerica, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Transamerica Small Current Valuation
Fairly Valued
Today
Please note that Transamerica Small's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Transamerica Small Cap has a current Real Value of $6.74 per share. The regular price of the fund is $6.84. We determine the value of Transamerica Small Cap 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 Transamerica Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Transamerica Mutual Fund. However, Transamerica Small'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 6.84 | Real 6.74 | Hype 6.84 | Naive 6.84 |
The intrinsic value of Transamerica Small'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 Transamerica Small'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 Transamerica Small Cap helps investors to forecast how Transamerica 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 Transamerica Small more accurately as focusing exclusively on Transamerica Small's fundamentals will not take into account other important factors: Transamerica Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Transamerica Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Transamerica Small Cap, and traders can use it to determine the average amount a Transamerica Small'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 = 0.1352
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | TSLTX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.19 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Transamerica Small is performing at about 10% 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 Transamerica Small by adding it to a well-diversified portfolio.
Transamerica Small Fundamentals Growth
Transamerica Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Transamerica Small, and Transamerica Small 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 Transamerica Mutual Fund performance.
| Total Asset | 419.65 M | |||
About Transamerica Small Performance
Evaluating Transamerica Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Transamerica Small 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 Transamerica Small 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, under normal circumstances, at least 80 percent of the funds net assets in equity securities of small-capitalization companies. Transamerica Small is traded on NASDAQ Exchange in the United States.Things to note about Transamerica Small Cap performance evaluation
Checking the ongoing alerts about Transamerica Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Transamerica Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Transamerica Small's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Transamerica Small's mutual fund performance include:- Analyzing Transamerica Small'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 Transamerica Small's stock is overvalued or undervalued compared to its peers.
- Examining Transamerica Small'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 Transamerica Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Transamerica Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Transamerica Small's mutual fund. These opinions can provide insight into Transamerica Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Transamerica Mutual Fund
Transamerica Small financial ratios help investors to determine whether Transamerica 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 Transamerica with respect to the benefits of owning Transamerica Small security.
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