Taiwan Closed Fund Manager Performance Evaluation
| TWN Fund | USD 55.73 0.08 0.14% |
The entity has a beta of 0.46, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Taiwan Closed's returns are expected to increase less than the market. However, during the bear market, the loss of holding Taiwan Closed is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Taiwan Closed are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of very fragile basic indicators, Taiwan Closed may actually be approaching a critical reversion point that can send shares even higher in February 2026.
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Taiwan |
Taiwan Closed Relative Risk vs. Return Landscape
If you would invest 5,207 in Taiwan Closed on October 29, 2025 and sell it today you would earn a total of 366.00 from holding Taiwan Closed or generate 7.03% return on investment over 90 days. Taiwan Closed is generating 0.1206% of daily returns assuming volatility of 1.2175% on return distribution over 90 days investment horizon. In other words, 10% of funds are less volatile than Taiwan, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Taiwan Closed Current Valuation
Overvalued
Today
Please note that Taiwan Closed's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Taiwan Closed has a current Real Value of $50.99 per share. The regular price of the fund is $55.73. We determine the value of Taiwan Closed from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend obtaining undervalued funds and abandoning overvalued funds since, at some point, fund prices and their ongoing real values will draw towards each other.
Since Taiwan Closed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Taiwan Fund. However, Taiwan Closed'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 55.73 | Real 50.99 | Hype 55.73 | Naive 56.33 |
The intrinsic value of Taiwan Closed'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 Taiwan Closed'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 Taiwan Closed helps investors to forecast how Taiwan 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 Taiwan Closed more accurately as focusing exclusively on Taiwan Closed's fundamentals will not take into account other important factors: Taiwan Closed Target Price Odds to finish over Current Price
The tendency of Taiwan 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 |
| 55.73 | 90 days | 55.73 | nearly 4.33 |
Based on a normal probability distribution, the odds of Taiwan Closed to move above the current price in 90 days from now is nearly 4.33 (This Taiwan Closed probability density function shows the probability of Taiwan Fund to fall within a particular range of prices over 90 days) .
Considering the 90-day investment horizon Taiwan Closed has a beta of 0.46. This usually implies as returns on the market go up, Taiwan Closed average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Taiwan Closed will be expected to be much smaller as well. Additionally Taiwan Closed has an alpha of 0.1073, implying that it can generate a 0.11 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Taiwan Closed Price Density |
| Price |
Predictive Modules for Taiwan Closed
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Taiwan Closed. Regardless of method or technology, however, to accurately forecast the fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the 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 Taiwan Closed'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.
Taiwan Closed Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Taiwan Closed is not an exception. The market had few large corrections towards the Taiwan Closed'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 Taiwan Closed, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Taiwan Closed within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.11 | |
β | Beta against Dow Jones | 0.46 | |
σ | Overall volatility | 2.34 | |
Ir | Information ratio | 0.06 |
Taiwan Closed Fundamentals Growth
Taiwan Fund prices reflect investors' perceptions of the future prospects and financial health of Taiwan Closed, and Taiwan Closed 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 Taiwan Fund performance.
| Return On Equity | 27.68 | |||
| Return On Asset | -0.06 | |||
| Operating Margin | (6.04) % | |||
| Current Valuation | 125.88 M | |||
| Shares Outstanding | 7.47 M | |||
| Price To Earning | 2.41 X | |||
| Price To Book | 0.81 X | |||
| Price To Sales | 42.14 X | |||
| Revenue | 4.15 M | |||
| Cash And Equivalents | 13.78 M | |||
| Cash Per Share | 1.85 X | |||
| Book Value Per Share | 28.79 X | |||
| Earnings Per Share | 9.71 X | |||
About Taiwan Closed Performance
By examining Taiwan Closed's fundamental ratios, stakeholders can obtain critical insights into Taiwan Closed's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Taiwan Closed is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The Taiwan Fund, Inc. is a closed-ended equity mutual fund launched and managed by Nomura Asset Management U.S.A. Inc. It invests in the public equity markets of Taiwan. The fund seeks to invest in stocks of companies operating across diversified sectors. It employs fundamental analysis focusing on such factors as overall growth prospects, competitive position in the respective industry, technology, research, and development, productivity, labor costs, raw material costs and sources, profit margins, return on investment, capital resources, government regulation, and management to create its portfolio. The fund benchmarks the performance of its portfolio against the TAIEX Total Return Index. The Taiwan Fund, Inc. was formed on December 23, 1986 and is domiciled in the United States.Things to note about Taiwan Closed performance evaluation
Checking the ongoing alerts about Taiwan Closed for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Taiwan Closed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Taiwan Closed's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Taiwan Closed's fund performance include:- Analyzing Taiwan Closed'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 Taiwan Closed's stock is overvalued or undervalued compared to its peers.
- Examining Taiwan Closed'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 Taiwan Closed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Taiwan Closed's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Taiwan Closed's fund. These opinions can provide insight into Taiwan Closed's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Taiwan Fund
Taiwan Closed financial ratios help investors to determine whether Taiwan 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 Taiwan with respect to the benefits of owning Taiwan Closed security.
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