Tweedy Browne Value Fund Manager Performance Evaluation
| TWEBX Fund | USD 19.36 0.05 0.26% |
The entity has a beta of 0.55, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Tweedy Browne's returns are expected to increase less than the market. However, during the bear market, the loss of holding Tweedy Browne is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Tweedy Browne Value has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental drivers, Tweedy Browne is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of July 2022 | |
| Expense Ratio | 1.3800 |
Tweedy |
Tweedy Browne Relative Risk vs. Return Landscape
If you would invest 1,983 in Tweedy Browne Value on September 1, 2024 and sell it today you would lose (47.00) from holding Tweedy Browne Value or give up 2.37% of portfolio value over 90 days. Tweedy Browne Value is currently producing negative expected returns and takes up 0.6079% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Tweedy, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tweedy Browne Current Valuation
Fairly Valued
Today
Please note that Tweedy Browne's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Tweedy Browne Value has a current Real Value of $19.41 per share. The regular price of the fund is $19.36. We determine the value of Tweedy Browne Value 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 Tweedy Browne is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tweedy Mutual Fund. However, Tweedy Browne'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 19.36 | Real 19.41 | Hype 19.36 | Naive 19.43 |
The intrinsic value of Tweedy Browne'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 Tweedy Browne'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 Tweedy Browne Value helps investors to forecast how Tweedy 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 Tweedy Browne more accurately as focusing exclusively on Tweedy Browne's fundamentals will not take into account other important factors: Tweedy Browne Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tweedy Browne's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tweedy Browne Value, and traders can use it to determine the average amount a Tweedy Browne'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 = -0.0587
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TWEBX |
Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Tweedy Browne is not performing at its full potential. However, 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 Tweedy Browne by adding Tweedy Browne to a well-diversified portfolio.
Tweedy Browne Fundamentals Growth
Tweedy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tweedy Browne, and Tweedy Browne 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 Tweedy Mutual Fund performance.
| Price To Earning | 15.60 X | ||||
| Price To Book | 1.70 X | ||||
| Price To Sales | 1.34 X | ||||
About Tweedy Browne Performance
Evaluating Tweedy Browne's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tweedy Browne 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 Tweedy Browne 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 primarily in U.S. and foreign equity securities that the Adviser believes are undervalued. The Adviser seeks to construct a diversified portfolio of stocks from a variety of industries and countries. Value investing seeks to uncover stocks whose current market prices are at discounts to the Advisers estimate of their true or intrinsic value. The fund will generally have some exposure to emerging markets.Things to note about Tweedy Browne Value performance evaluation
Checking the ongoing alerts about Tweedy Browne for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tweedy Browne Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Tweedy Browne Value generated a negative expected return over the last 90 days | |
| The fund maintains about 33.19% of its assets in cash |
- Analyzing Tweedy Browne'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 Tweedy Browne's stock is overvalued or undervalued compared to its peers.
- Examining Tweedy Browne'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 Tweedy Browne's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tweedy Browne's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tweedy Browne's mutual fund. These opinions can provide insight into Tweedy Browne's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tweedy Mutual Fund
Tweedy Browne financial ratios help investors to determine whether Tweedy 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 Tweedy with respect to the benefits of owning Tweedy Browne security.
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