Tweedy Browne Global Fund Manager Performance Evaluation
| TBCUX Fund | USD 17.06 0.03 0.18% |
The entity has a beta of 0.15, which indicates not very significant fluctuations relative to the market. 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
4 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Tweedy Browne Global are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, 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 | 1.4000 |
Tweedy |
Tweedy Browne Relative Risk vs. Return Landscape
If you would invest 1,677 in Tweedy Browne Global on January 20, 2024 and sell it today you would earn a total of 29.00 from holding Tweedy Browne Global or generate 1.73% return on investment over 90 days. Tweedy Browne Global is currently producing 0.0283% returns and takes up 0.4779% volatility of returns over 90 trading days. Put another way, 4% 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 Global has a current Real Value of $17.07 per share. The regular price of the fund is $17.06. We determine the value of Tweedy Browne Global 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.
Our valuation method for Tweedy Browne Global is useful when determining the fair value of the Tweedy mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Tweedy Browne. 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 17.06 | Real 17.07 | Hype 17.03 | Naive 16.8 |
The real value of Tweedy Mutual Fund, also known as its intrinsic value, is the underlying worth of Tweedy Browne Global Mutual Fund, which is reflected in its stock price. It is based on Tweedy Browne's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. 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 Global 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 Global, 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 = 0.0593
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TBCUX |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Tweedy Browne is performing at about 4% 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 Tweedy Browne by adding it 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 | 13.99 X | ||||
| Price To Book | 1.47 X | ||||
| Price To Sales | 0.97 X | ||||
About Tweedy Browne Performance
To evaluate Tweedy Browne Global Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Tweedy Browne generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Tweedy Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Tweedy Browne Global market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Tweedy's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests primarily in foreign equity securities that the adviser believes are undervalued but may invest in U.S. securities to a limited extent. Tweedy Browne is traded on NASDAQ Exchange in the United States.Things to note about Tweedy Browne Global 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 Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Tweedy Browne's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Tweedy Browne's mutual fund performance include:- 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.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Tweedy Browne Global. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in employment. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.