Tiaa Cref Lifecycle 2030 Fund Manager Performance Evaluation
| TCHPX Fund | USD 9.94 0.01 0.10% |
The entity has a beta of 0.63, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Tiaa-cref Lifecycle's returns are expected to increase less than the market. However, during the bear market, the loss of holding Tiaa-cref Lifecycle is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Tiaa Cref Lifecycle 2030 are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Tiaa-cref Lifecycle is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5700 |
Tiaa-cref |
Tiaa-cref Lifecycle Relative Risk vs. Return Landscape
If you would invest 973.00 in Tiaa Cref Lifecycle 2030 on January 26, 2024 and sell it today you would earn a total of 21.00 from holding Tiaa Cref Lifecycle 2030 or generate 2.16% return on investment over 90 days. Tiaa Cref Lifecycle 2030 is currently producing 0.0354% returns and takes up 0.4452% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Tiaa-cref, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tiaa-cref Lifecycle Current Valuation
Fairly Valued
Today
Please note that Tiaa-cref Lifecycle's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Tiaa Cref Lifecycle has a current Real Value of $9.94 per share. The regular price of the fund is $9.94. We determine the value of Tiaa Cref Lifecycle 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 Tiaa Cref Lifecycle 2030 is useful when determining the fair value of the Tiaa-cref mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Tiaa-cref Lifecycle. Since Tiaa-cref Lifecycle is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tiaa-cref Mutual Fund. However, Tiaa-cref Lifecycle'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 9.94 | Real 9.94 | Hype 9.94 | Naive 9.88 |
The real value of Tiaa-cref Mutual Fund, also known as its intrinsic value, is the underlying worth of Tiaa Cref Lifecycle Mutual Fund, which is reflected in its stock price. It is based on Tiaa-cref Lifecycle's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Tiaa-cref Lifecycle'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 Tiaa-cref Lifecycle'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 Tiaa Cref Lifecycle 2030 helps investors to forecast how Tiaa-cref 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 Tiaa-cref Lifecycle more accurately as focusing exclusively on Tiaa-cref Lifecycle's fundamentals will not take into account other important factors: Tiaa-cref Lifecycle Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tiaa-cref Lifecycle's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tiaa Cref Lifecycle 2030, and traders can use it to determine the average amount a Tiaa-cref Lifecycle'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 = 0.0796
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TCHPX |
Estimated Market Risk
| 0.45 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
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Tiaa-cref Lifecycle is performing at about 6% 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 Tiaa-cref Lifecycle by adding it to a well-diversified portfolio.
Tiaa-cref Lifecycle Fundamentals Growth
Tiaa-cref Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tiaa-cref Lifecycle, and Tiaa-cref Lifecycle 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 Tiaa-cref Mutual Fund performance.
| Price To Earning | 18.63 X | |||
| Price To Book | 2.17 X | |||
| Price To Sales | 1.41 X | |||
| Total Asset | 4.5 B | |||
About Tiaa-cref Lifecycle Performance
To evaluate Tiaa Cref Lifecycle 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 Tiaa-cref Lifecycle 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 Tiaa-cref 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 Tiaa Cref Lifecycle market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Tiaa-cref'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 is a fund of funds that invests in Class W shares of other funds of the Trust and in other investment pools or investment products. Advisors currently expects to allocate approximately 55.80 percent of the funds assets to equity underlying funds, .20 percent of its assets to fixed-income underlying funds and 5.00 percent of its assets to direct real estate underlying funds. Target allocations will change over time and actual allocations may vary up to ten percentage points from the targets.Things to note about Tiaa Cref Lifecycle performance evaluation
Checking the ongoing alerts about Tiaa-cref Lifecycle for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tiaa Cref Lifecycle help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 6.67% of its assets in bonds |
- Analyzing Tiaa-cref Lifecycle'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 Tiaa-cref Lifecycle's stock is overvalued or undervalued compared to its peers.
- Examining Tiaa-cref Lifecycle'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 Tiaa-cref Lifecycle's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tiaa-cref Lifecycle's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tiaa-cref Lifecycle's mutual fund. These opinions can provide insight into Tiaa-cref Lifecycle'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 Tiaa Cref Lifecycle 2030. 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 american community survey. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.