Templeton Global Bond Fund Manager Performance Evaluation
| FGBRX Fund | USD 7.05 0.07 0.98% |
The entity has a beta of 0.48, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Templeton Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Templeton Global is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Templeton Global Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Templeton Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.2100 |
Templeton |
Templeton Global Relative Risk vs. Return Landscape
If you would invest 738.00 in Templeton Global Bond on January 17, 2024 and sell it today you would lose (33.00) from holding Templeton Global Bond or give up 4.47% of portfolio value over 90 days. Templeton Global Bond is currently producing negative expected returns and takes up 0.4772% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Templeton, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Templeton Global Current Valuation
Fairly Valued
Today
Please note that Templeton Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Templeton Global Bond has a current Real Value of $7.11 per share. The regular price of the fund is $7.05. We determine the value of Templeton Global Bond 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 Templeton Global Bond is useful when determining the fair value of the Templeton mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Templeton Global. Since Templeton Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Templeton Mutual Fund. However, Templeton Global'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 7.05 | Real 7.11 | Hype 7.05 |
The real value of Templeton Mutual Fund, also known as its intrinsic value, is the underlying worth of Templeton Global Bond Mutual Fund, which is reflected in its stock price. It is based on Templeton Global's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Templeton Global'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 Templeton Global'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 Templeton Global Bond helps investors to forecast how Templeton 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 Templeton Global more accurately as focusing exclusively on Templeton Global's fundamentals will not take into account other important factors: Templeton Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Templeton Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Templeton Global Bond, and traders can use it to determine the average amount a Templeton Global'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 = -0.1497
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| Negative Returns | FGBRX |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Templeton Global 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 Templeton Global by adding Templeton Global to a well-diversified portfolio.
Templeton Global Fundamentals Growth
Templeton Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Templeton Global, and Templeton Global 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 Templeton Mutual Fund performance.
| Total Asset | 6.31 B | ||||
About Templeton Global Performance
To evaluate Templeton Global Bond 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 Templeton Global 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 Templeton 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 Templeton Global Bond market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Templeton'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.Under normal market conditions, the fund invests at least 80 percent of its net assets in bonds. Bonds include debt obligations of any maturity, such as bonds, notes, bills and debentures. It invests predominantly in bonds issued by governments, government-related entities and government agencies located around the world. The fund may invest up to 25 percent of its total assets in bonds that are rated below investment grade or, if unrated determined by the investment manager to be of comparable quality. It is non-diversified.Things to note about Templeton Global Bond performance evaluation
Checking the ongoing alerts about Templeton Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Templeton Global Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Templeton Global generated a negative expected return over the last 90 days | |
| Templeton Global Bond generated five year return of -4.0% | |
| This fund retains about 28.55% of its assets under management (AUM) in cash |
- Analyzing Templeton Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Templeton Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Templeton Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Templeton Global's mutual fund. These opinions can provide insight into Templeton Global's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Templeton Global Bond. 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 metropolitan statistical area. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.