T Rowe Price Fund Manager Performance Evaluation
| TRQZX Fund | USD 103.83 0.77 0.74% |
The entity has a beta of 0.0439, which indicates not very significant fluctuations relative to the market. As returns on the market increase, T Rowe's returns are expected to increase less than the market. However, during the bear market, the loss of holding T Rowe is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days T Rowe Price has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, T Rowe is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
...moreTRQZX |
T Rowe Relative Risk vs. Return Landscape
If you would invest 10,687 in T Rowe Price on March 19, 2024 and sell it today you would lose (304.00) from holding T Rowe Price or give up 2.84% of portfolio value over 90 days. T Rowe Price is currently producing negative expected returns and takes up 0.8823% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than TRQZX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
T Rowe Current Valuation
Fairly Valued
Today
Please note that T Rowe's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. T Rowe Price has a current Real Value of $104.23 per share. The regular price of the fund is $103.83. We determine the value of T Rowe Price from analyzing 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 future date, mutual fund prices and their ongoing real values will draw towards each other.
Since T Rowe is currently traded on the exchange, buyers and sellers on that exchange determine the market value of TRQZX Mutual Fund. However, T Rowe'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 103.83 | Real 104.23 | Hype 103.83 | Naive 102.58 |
The intrinsic value of T Rowe'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 T Rowe'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 T Rowe Price helps investors to forecast how TRQZX 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 T Rowe more accurately as focusing exclusively on T Rowe's fundamentals will not take into account other important factors: T Rowe Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for T Rowe's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as T Rowe Price, and traders can use it to determine the average amount a T Rowe'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 = -0.0586
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| Negative Returns | TRQZX |
Estimated Market Risk
| 0.88 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average T Rowe is not performing at its full potential. However, 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 T Rowe by adding T Rowe to a well-diversified portfolio.
T Rowe Fundamentals Growth
TRQZX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of T Rowe, and T Rowe 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 TRQZX Mutual Fund performance.
| Price To Earning | 4.34 X | |||
| Total Asset | 27.41 B | |||
About T Rowe Performance
To evaluate T Rowe Price 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 T Rowe 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 TRQZX 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 T Rowe Price market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents TRQZX'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 normally invests at least 80 percent of its net assets in a diversified portfolio of common stocks of mid-cap companies whose earnings T. T Rowe is traded on NASDAQ Exchange in the United States.Things to note about T Rowe Price performance evaluation
Checking the ongoing alerts about T Rowe for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for T Rowe Price help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| T Rowe Price generated a negative expected return over the last 90 days | |
| The fund maintains 95.33% of its assets in stocks |
- Analyzing T Rowe'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 T Rowe's stock is overvalued or undervalued compared to its peers.
- Examining T Rowe'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 T Rowe's management team can have a significant impact on its success or failure. Reviewing the track record and experience of T Rowe's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of T Rowe's mutual fund. These opinions can provide insight into T Rowe's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in TRQZX Mutual Fund
T Rowe financial ratios help investors to determine whether TRQZX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in TRQZX with respect to the benefits of owning T Rowe security.
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