Tcw Relative Value Fund Manager Performance Evaluation
| TGDFX Fund | USD 22.40 0.21 0.95% |
The entity has a beta of 1.04, which indicates a somewhat significant risk relative to the market. Tcw Relative returns are very sensitive to returns on the market. As the market goes up or down, Tcw Relative is expected to follow.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Tcw Relative Value 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, Tcw Relative may actually be approaching a critical reversion point that can send shares even higher in May 2024.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.7000 |
Tcw |
Tcw Relative Relative Risk vs. Return Landscape
If you would invest 2,086 in Tcw Relative Value on January 24, 2024 and sell it today you would earn a total of 133.00 from holding Tcw Relative Value or generate 6.38% return on investment over 90 days. Tcw Relative Value is currently producing 0.102% returns and takes up 0.6737% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Tcw, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tcw Relative Current Valuation
Fairly Valued
Today
Please note that Tcw Relative's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Tcw Relative Value has a current Real Value of $22.17 per share. The regular price of the fund is $22.4. We determine the value of Tcw Relative Value 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 Tcw Relative Value is useful when determining the fair value of the Tcw mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Tcw Relative. Since Tcw Relative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tcw Mutual Fund. However, Tcw Relative'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 22.4 | Real 22.17 | Hype 22.19 |
The real value of Tcw Mutual Fund, also known as its intrinsic value, is the underlying worth of Tcw Relative Value Mutual Fund, which is reflected in its stock price. It is based on Tcw Relative's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Tcw Relative'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 Tcw Relative'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 Tcw Relative Value helps investors to forecast how Tcw 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 Tcw Relative more accurately as focusing exclusively on Tcw Relative's fundamentals will not take into account other important factors: Tcw Relative Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tcw Relative's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tcw Relative Value, and traders can use it to determine the average amount a Tcw Relative'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 = 0.1514
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| Cash | TGDFX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Tcw Relative 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 Tcw Relative by adding it to a well-diversified portfolio.
Tcw Relative Fundamentals Growth
Tcw Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tcw Relative, and Tcw Relative 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 Tcw Mutual Fund performance.
| Price To Earning | 16.64 X | ||||
| Price To Book | 1.80 X | ||||
| Price To Sales | 1.44 X | ||||
| Total Asset | 74.39 M | ||||
About Tcw Relative Performance
To evaluate Tcw Relative Value 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 Tcw Relative 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 Tcw 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 Tcw Relative Value market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Tcw'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 the value of its net assets, plus any borrowings for investment purposes, in equity securities of companies that have a record of paying dividends. In selecting the funds investments, the portfolio manager sometimes considers the extent to which businesses have leaders who prudently manage their environmental sustainability and social responsibilities with good governance and solid financial resources.Things to note about Tcw Relative Value performance evaluation
Checking the ongoing alerts about Tcw Relative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tcw Relative Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Tcw Relative's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Tcw Relative's mutual fund performance include:- Analyzing Tcw Relative'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 Tcw Relative's stock is overvalued or undervalued compared to its peers.
- Examining Tcw Relative'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 Tcw Relative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tcw Relative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tcw Relative's mutual fund. These opinions can provide insight into Tcw Relative'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 Tcw Relative Value. 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 census. Note that the Tcw Relative Value information on this page should be used as a complementary analysis to other Tcw Relative'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 Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.