TIPRX Mutual Fund Manager Performance Evaluation

Mutual Funds . USA . 
Fund . Totl In Rl
TIPRX Fund  USD 33.64  0.01  0.0297%   
The entity has a beta of 0.013, which indicates not very significant fluctuations relative to the market. Let's try to break down what TIPRX's beta means in this case. As returns on the market increase, Totl In returns are expected to increase less than the market. However, during the bear market, the loss on holding Totl In will be expected to be smaller as well. Even though it is essential to pay attention to Totl In Rl current price movements, it is always good to be careful when utilizing equity historical returns. Our philosophy towards measuring any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Totl In Rl exposes twenty-one different technical indicators, which can help you to evaluate its performance.
  

TIPRX Performance

0 of 100

Over the last 90 days Totl In Rl has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Totl In is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more
1
Bluerock Capital Markets Logs a Record 4 Billion in Annual C...01/17/2023

Totl In Relative Risk vs. Return Landscape

If you would invest  3,557  in Totl In Rl on December 22, 2022 and sell it today you would lose (193.00)  from holding Totl In Rl or give up 5.43% of portfolio value over 90 days. Totl In Rl is currently producing negative expected returns and takes up 0.1218% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than TIPRX, and 99% 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 Totl In is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 7.76 times less risky than the market. the firm trades about -0.75 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.01 of returns per unit of risk over similar time horizon.

Totl In Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Totl In's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Totl In Rl, and traders can use it to determine the average amount a Totl In'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 = -0.75

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsTIPRX

Estimated Market Risk

 0.12
  actual daily
 1 
99% of assets are more volatile
11

Expected Return

 -0.09
  actual daily
 0 
Most of other assets have higher returns
00

Risk-Adjusted Return

 -0.75
  actual daily
 0 
Most of other assets perform better
00
Based on monthly moving average Totl In is performing at about 0% 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 Totl In by adding it to a well-diversified portfolio.

About Totl In Performance

To evaluate Totl In Rl 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 Totl In 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 TIPRX 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 Totl In Rl market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents TIPRX'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.

Things to note about Totl In Rl performance evaluation

Checking the ongoing alerts about Totl In for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Totl In Rl help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Totl In Rl generated a negative expected return over the last 90 days
Evaluating Totl In's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Totl In's mutual fund performance include:
  • Analyzing Totl In'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 Totl In's stock is overvalued or undervalued compared to its peers.
  • Examining Totl In'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 Totl In's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Totl In's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Totl In's mutual fund. These opinions can provide insight into Totl In's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Totl In's mutual fund performance is not an exact science, and many factors can impact Totl In'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.
Additionally, take a look at World Market Map. You can also try Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

Complementary Tools for analysis

When running Totl In Rl price analysis, check to measure Totl In'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 Totl In is operating at the current time. Most of Totl In's value examination focuses on studying past and present price action to predict the probability of Totl In's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Totl In's price. Additionally, you may evaluate how the addition of Totl In to your portfolios can decrease your overall portfolio volatility.
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
ETF Directory
Find actively traded Exchange Traded Funds (ETF) from around the world
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Equity Valuation
Check real value of public entities based on technical and fundamental data
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Please note, there is a significant difference between Totl In's value and its price as these two are different measures arrived at by different means. Investors typically determine Totl In value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Totl In'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.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2023 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY