TOUCHSTONE Mutual Fund Manager Performance Evaluation

Mutual Funds . USA . 
Fund . TOUCHSTONE SANDS CAPITAL
CISGX Fund  USD 12.38  0.08  0.65%   
The entity has a beta of -0.1344, which indicates not very significant fluctuations relative to the market. Let's try to break down what TOUCHSTONE's beta means in this case. As returns on the market increase, returns on owning TOUCHSTONE SANDS are expected to decrease at a much lower rate. During the bear market, TOUCHSTONE SANDS is likely to outperform the market. Although it is important to respect TOUCHSTONE SANDS CAPITAL current price movements, it is better to be realistic regarding the information on the equity's historical returns. The philosophy towards measuring future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By evaluating TOUCHSTONE SANDS CAPITAL technical indicators, you can currently evaluate if the expected return of 0.2% will be sustainable into the future.
  

TOUCHSTONE Performance

11 of 100

Compared to the overall equity markets, risk-adjusted returns on investments in TOUCHSTONE SANDS CAPITAL are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, TOUCHSTONE SANDS showed solid returns over the last few months and may actually be approaching a breakup point.
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Fifty Two Week Low9.00
Fifty Two Week High22.21

TOUCHSTONE SANDS Relative Risk vs. Return Landscape

If you would invest  1,085  in TOUCHSTONE SANDS CAPITAL on March 8, 2023 and sell it today you would earn a total of  139.00  from holding TOUCHSTONE SANDS CAPITAL or generate 12.81% return on investment over 90 days. TOUCHSTONE SANDS CAPITAL is currently producing 0.2047% returns and takes up 1.428% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than TOUCHSTONE, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon TOUCHSTONE SANDS is expected to generate 1.53 times more return on investment than the market. However, the company is 1.53 times more volatile than its market benchmark. It trades about 0.14 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.0 per unit of risk.

TOUCHSTONE SANDS Current Valuation

Undervalued
Today 12.38
Please note that TOUCHSTONE SANDS's price fluctuation is very steady at this time.
TOUCHSTONE SANDS CAPITAL has a current Real Value of $13.04 per share. The regular price of the fund is $12.38. At this time, the fund appears to be undervalued. We determine the value of TOUCHSTONE SANDS CAPITAL from evaluating 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 in time, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for TOUCHSTONE SANDS CAPITAL 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 SANDS. Since TOUCHSTONE SANDS is currently traded on the exchange, buyers and sellers on that exchange determine the market value of TOUCHSTONE Mutual Fund. However, TOUCHSTONE SANDS'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.
The real value of a stock, also known as the intrinsic value, is the underlying worth of a company that is reflected in its stock price. It is based on the company's financial performance, assets, liabilities, growth prospects, management team, industry conditions, and other relevant factors. The real value of a stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, price-to-book ratio, and other valuation metrics. The real value of a stock 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 the stock's price. It is important to note that the real value of a stock is not a fixed number and may change over time based on changes in the company's performance and other relevant factors.
13.04
Real Value
14.47
Upside
Estimating the potential upside or downside of TOUCHSTONE SANDS CAPITAL 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 SANDS more accurately as focusing exclusively on TOUCHSTONE SANDS's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
10.8112.2413.67
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TOUCHSTONE SANDS Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for TOUCHSTONE SANDS's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as TOUCHSTONE SANDS CAPITAL, and traders can use it to determine the average amount a TOUCHSTONE SANDS'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 = 0.1433

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Estimated Market Risk

 1.43
  actual daily
 12 
88% of assets are more volatile
1212

Expected Return

 0.2
  actual daily
 3 
97% of assets have higher returns
33

Risk-Adjusted Return

 0.14
  actual daily
 11 
89% of assets perform better
1111
Based on monthly moving average TOUCHSTONE SANDS is performing at about 11% 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 SANDS by adding it to a well-diversified portfolio.

TOUCHSTONE SANDS Fundamentals Growth

TOUCHSTONE Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of TOUCHSTONE SANDS, and TOUCHSTONE SANDS 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 Earning42.94 X
Price to Book5.34 X
Price to Sales6.57 X
Total Asset2.26 B

About TOUCHSTONE SANDS Performance

To evaluate TOUCHSTONE SANDS CAPITAL 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 SANDS 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 SANDS CAPITAL 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 U.S. companies that the sub-advisor, Sands Capital Management, LLC, believes have above-average potential for revenue or earnings growth. Touchstone Sands is traded on NASDAQ Exchange in the United States.

Things to note about TOUCHSTONE SANDS CAPITAL performance evaluation

Checking the ongoing alerts about TOUCHSTONE SANDS for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for TOUCHSTONE SANDS CAPITAL help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
TOUCHSTONE SANDS is unlikely to experience financial distress in the next 2 years
The fund holds 97.29% of its assets under management (AUM) in equities
Evaluating TOUCHSTONE SANDS's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate TOUCHSTONE SANDS's mutual fund performance include:
  • Analyzing TOUCHSTONE SANDS'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 SANDS's stock is overvalued or undervalued compared to its peers.
  • Examining TOUCHSTONE SANDS'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 SANDS's management team can have a significant impact on its success or failure. Reviewing the track record and experience of TOUCHSTONE SANDS's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of TOUCHSTONE SANDS's mutual fund. These opinions can provide insight into TOUCHSTONE SANDS's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating TOUCHSTONE SANDS's mutual fund performance is not an exact science, and many factors can impact TOUCHSTONE SANDS's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in TOUCHSTONE SANDS CAPITAL. 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 rate. Note that the TOUCHSTONE SANDS CAPITAL information on this page should be used as a complementary analysis to other TOUCHSTONE SANDS's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the CEO Directory module to screen CEOs from public companies around the world.

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When running TOUCHSTONE SANDS's price analysis, check to measure TOUCHSTONE SANDS's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy TOUCHSTONE SANDS is operating at the current time. Most of TOUCHSTONE SANDS's value examination focuses on studying past and present price action to predict the probability of TOUCHSTONE SANDS's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move TOUCHSTONE SANDS's price. Additionally, you may evaluate how the addition of TOUCHSTONE SANDS to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between TOUCHSTONE SANDS's value and its price as these two are different measures arrived at by different means. Investors typically determine if TOUCHSTONE SANDS is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, TOUCHSTONE SANDS's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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