Templeton Asian (Germany) Manager Performance Evaluation
| XQ1F Fund | EUR 17.96 0.17 0.94% |
The entity has a beta of -0.0547, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Templeton Asian are expected to decrease at a much lower rate. During the bear market, Templeton Asian is likely to outperform the market.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Templeton Asian Bond are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of rather sound technical and fundamental indicators, Templeton Asian is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
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Templeton Asian Relative Risk vs. Return Landscape
If you would invest 1,755 in Templeton Asian Bond on September 5, 2024 and sell it today you would earn a total of 41.00 from holding Templeton Asian Bond or generate 2.34% return on investment over 90 days. Templeton Asian Bond is generating 0.0378% of daily returns and assumes 0.3393% volatility on return distribution over the 90 days horizon. Simply put, 3% of funds are less volatile than Templeton, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Templeton Asian Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Templeton Asian's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Templeton Asian Bond, and traders can use it to determine the average amount a Templeton Asian'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 = 0.1115
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| Negative Returns | XQ1F |
Estimated Market Risk
| 0.34 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Templeton Asian is performing at about 8% 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 Templeton Asian by adding it to a well-diversified portfolio.
About Templeton Asian Performance
By analyzing Templeton Asian's fundamental ratios, stakeholders can gain valuable insights into Templeton Asian's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Templeton Asian 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 Templeton Asian has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Templeton Asian Bond performance evaluation
Checking the ongoing alerts about Templeton Asian for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Templeton Asian Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Templeton Asian's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Templeton Asian's fund performance include:- Analyzing Templeton Asian'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 Templeton Asian's stock is overvalued or undervalued compared to its peers.
- Examining Templeton Asian'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 Templeton Asian's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Templeton Asian's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Templeton Asian's fund. These opinions can provide insight into Templeton Asian's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Templeton Fund
Templeton Asian financial ratios help investors to determine whether Templeton 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 Templeton with respect to the benefits of owning Templeton Asian security.
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