Touchstone Strategic Trust Fund Manager Performance Evaluation
| TSRLX Fund | USD 72.59 0.43 0.59% |
The entity has a beta of 0.75, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Touchstone Strategic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Touchstone Strategic 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 Touchstone Strategic Trust are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, Touchstone Strategic is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreTouchstone |
Touchstone Strategic Relative Risk vs. Return Landscape
If you would invest 6,827 in Touchstone Strategic Trust on August 29, 2024 and sell it today you would earn a total of 432.00 from holding Touchstone Strategic Trust or generate 6.33% return on investment over 90 days. Touchstone Strategic Trust is currently producing 0.1% returns and takes up 0.7207% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Touchstone, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Touchstone Strategic Current Valuation
Fairly Valued
Today
Please note that Touchstone Strategic's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is fairly valued. Touchstone Strategic has a current Real Value of $71.86 per share. The regular price of the fund is $72.59. Our model measures the value of Touchstone Strategic from inspecting the fund technical indicators and probability of bankruptcy. In general, investors 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 Touchstone Strategic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Touchstone Mutual Fund. However, Touchstone Strategic'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 72.59 | Real 71.86 | Hype 72.59 |
The intrinsic value of Touchstone Strategic'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 Touchstone Strategic'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 Touchstone Strategic Trust helps investors to forecast how Touchstone 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 Touchstone Strategic more accurately as focusing exclusively on Touchstone Strategic's fundamentals will not take into account other important factors: Touchstone Strategic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Touchstone Strategic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Touchstone Strategic Trust, and traders can use it to determine the average amount a Touchstone Strategic'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 = 0.1387
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| Cash | TSRLX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Touchstone Strategic 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 Touchstone Strategic by adding it to a well-diversified portfolio.
Touchstone Strategic Fundamentals Growth
Touchstone Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Touchstone Strategic, and Touchstone Strategic 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 Touchstone Mutual Fund performance.
About Touchstone Strategic Performance
Evaluating Touchstone Strategic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Touchstone Strategic 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 Touchstone Strategic 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 market conditions, at least 80 percent of its assets in large capitalization equity securities. It invests primarily in issuers having a market capitalization, at the time of purchase, above 5 billion. The fund will generally hold 25 to 45 companies, with residual cash and equivalents expected to represent less than 10 percent of the funds net assets. It may invest up to 35 percent of its assets in securities of foreign issuers through the use of ordinary shares or depositary receipts such as American Depositary Receipts . The fund is non-diversified.Things to note about Touchstone Strategic performance evaluation
Checking the ongoing alerts about Touchstone Strategic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Touchstone Strategic 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 all of the assets in different exotic instruments |
- Analyzing Touchstone Strategic'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 Touchstone Strategic's stock is overvalued or undervalued compared to its peers.
- Examining Touchstone Strategic'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 Touchstone Strategic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Touchstone Strategic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Touchstone Strategic's mutual fund. These opinions can provide insight into Touchstone Strategic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Touchstone Mutual Fund
Touchstone Strategic financial ratios help investors to determine whether Touchstone 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 Touchstone with respect to the benefits of owning Touchstone Strategic security.
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