Touchstone Small Cap Fund Manager Performance Evaluation
| TVOYX Fund | USD 34.13 0.74 2.12% |
The entity has a beta of 1.22, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Touchstone Small will likely underperform.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Touchstone Small Cap are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Touchstone Small 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 | 27th of January 2023 | |
| Expense Ratio | 1.1500 |
Touchstone |
Touchstone Small Relative Risk vs. Return Landscape
If you would invest 3,354 in Touchstone Small Cap on January 17, 2024 and sell it today you would earn a total of 59.00 from holding Touchstone Small Cap or generate 1.76% return on investment over 90 days. Touchstone Small Cap is currently producing 0.0329% returns and takes up 0.9862% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Touchstone, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Touchstone Small Current Valuation
Fairly Valued
Today
Please note that Touchstone Small's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Touchstone Small Cap has a current Real Value of $34.34 per share. The regular price of the fund is $34.13. We determine the value of Touchstone Small Cap 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 Touchstone Small Cap is useful when determining the fair value of the Touchstone mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Touchstone Small. Since Touchstone Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Touchstone Mutual Fund. However, Touchstone Small'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 34.13 | Real 34.34 | Hype 34.13 | Naive 34.0 |
The real value of Touchstone Mutual Fund, also known as its intrinsic value, is the underlying worth of Touchstone Small Cap Mutual Fund, which is reflected in its stock price. It is based on Touchstone Small's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Touchstone Small'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 Touchstone Small'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 Touchstone Small Cap helps investors to forecast how Touchstone 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 Touchstone Small more accurately as focusing exclusively on Touchstone Small's fundamentals will not take into account other important factors: Touchstone Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Touchstone Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Touchstone Small Cap, and traders can use it to determine the average amount a Touchstone Small'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 = 0.0334
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TVOYX |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Touchstone Small is performing at about 2% 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 Touchstone Small by adding it to a well-diversified portfolio.
Touchstone Small Fundamentals Growth
Touchstone Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Touchstone Small, and Touchstone Small 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 Touchstone Mutual Fund performance.
| Price To Earning | 19.56 X | ||||
| Price To Book | 1.78 X | ||||
| Price To Sales | 1.16 X | ||||
| Total Asset | 38.33 M | ||||
About Touchstone Small Performance
To evaluate Touchstone Small Cap 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 Touchstone Small 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 Touchstone 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 Touchstone Small Cap market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Touchstone'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, under normal market conditions, at least 80 percent of its assets in common stocks of companies with small market capitalizations. For purposes of the fund, a small capitalization company has a market capitalization at the time of purchase within the range represented in the Russell 2000 Value Index at the time of purchase. The market capitalization range of the Russell 2000 Value Index will change with market conditions. The fund will hold approximately 80 to 115 securities.Things to note about Touchstone Small Cap performance evaluation
Checking the ongoing alerts about Touchstone Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Touchstone Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Touchstone Small's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Touchstone Small's mutual fund performance include:- Analyzing Touchstone Small'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 Touchstone Small's stock is overvalued or undervalued compared to its peers.
- Examining Touchstone Small'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 Touchstone Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Touchstone Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Touchstone Small's mutual fund. These opinions can provide insight into Touchstone Small'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 Touchstone Small Cap. 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 manufacturing. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.