Templeton Developing Markets Fund Manager Performance Evaluation
| TEDMX Fund | USD 18.09 0.11 0.61% |
The entity has a beta of 1.0, which indicates possible diversification benefits within a given portfolio. Templeton Developing returns are very sensitive to returns on the market. As the market goes up or down, Templeton Developing is expected to follow.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Templeton Developing Markets are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Templeton Developing 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 | 1st of May 2023 | |
| Expense Ratio | 1.3900 |
Templeton |
Templeton Developing Relative Risk vs. Return Landscape
If you would invest 1,730 in Templeton Developing Markets on January 26, 2024 and sell it today you would earn a total of 79.00 from holding Templeton Developing Markets or generate 4.57% return on investment over 90 days. Templeton Developing Markets is currently producing 0.0756% returns and takes up 0.8511% volatility of returns over 90 trading days. Put another way, 7% 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 |
| Risk |
Templeton Developing Current Valuation
Fairly Valued
Today
Please note that Templeton Developing's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Templeton Developing has a current Real Value of $18.04 per share. The regular price of the fund is $18.09. We determine the value of Templeton Developing 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 Developing Markets 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 Developing. Since Templeton Developing is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Templeton Mutual Fund. However, Templeton Developing'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 18.09 | Real 18.04 | Hype 18.09 | Naive 17.93 |
The real value of Templeton Mutual Fund, also known as its intrinsic value, is the underlying worth of Templeton Developing Mutual Fund, which is reflected in its stock price. It is based on Templeton Developing's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Templeton Developing'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 Developing'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 Developing Markets 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 Developing more accurately as focusing exclusively on Templeton Developing's fundamentals will not take into account other important factors: Templeton Developing Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Templeton Developing's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Templeton Developing Markets, and traders can use it to determine the average amount a Templeton Developing'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 = 0.0888
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Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Templeton Developing 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 Templeton Developing by adding it to a well-diversified portfolio.
Templeton Developing Fundamentals Growth
Templeton Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Templeton Developing, and Templeton Developing 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.
| Price To Earning | 14.88 X | ||||
| Price To Book | 1.78 X | ||||
| Price To Sales | 1.33 X | ||||
| Total Asset | 719.73 M | ||||
About Templeton Developing Performance
To evaluate Templeton Developing 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 Developing 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 Developing 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.The fund invests at least 80 percent of its net assets in securities of companies located or operating in developing market countries. It invests primarily in the equity securities of developing market companies, principally common and preferred stocks. The funds investments in equity securities may include investments in the securities of companies of any capitalization, including small and mid capitalization companies. It also invests in American, Global, and European Depositary Receipts. It is non-diversified.Things to note about Templeton Developing performance evaluation
Checking the ongoing alerts about Templeton Developing for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Templeton Developing help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -9.0% | |
| Templeton Developing maintains 97.2% of its assets in stocks |
- Analyzing Templeton Developing'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 Developing's stock is overvalued or undervalued compared to its peers.
- Examining Templeton Developing'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 Developing's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Templeton Developing's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Templeton Developing's mutual fund. These opinions can provide insight into Templeton Developing'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 Templeton Developing Markets. 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 population. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.