Transamerica Small Cap Fund Manager Performance Evaluation
| TSLRX Fund | USD 5.10 0.53 3.33% |
The entity has a beta of -0.15, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Transamerica Small are expected to decrease at a much lower rate. During the bear market, Transamerica Small is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Transamerica Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Transamerica Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8700 |
Transamerica |
Transamerica Small Relative Risk vs. Return Landscape
If you would invest 579.00 in Transamerica Small Cap on March 21, 2024 and sell it today you would lose (18.00) from holding Transamerica Small Cap or give up 3.11% of portfolio value over 90 days. Transamerica Small Cap is currently producing negative expected returns and takes up 1.2229% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Transamerica, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Transamerica Small Current Valuation
Overvalued
Today
Please note that Transamerica Small's price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Transamerica Small Cap has a current Real Value of $5.09 per share. The regular price of the fund is $5.61. We determine the value of Transamerica Small Cap 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.
Since Transamerica Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Transamerica Mutual Fund. However, Transamerica Small'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 5.61 | Real 5.09 | Hype 5.61 | Naive 5.52 |
The intrinsic value of Transamerica Small'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 Transamerica Small'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 Transamerica Small Cap helps investors to forecast how Transamerica 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 Transamerica Small more accurately as focusing exclusively on Transamerica Small's fundamentals will not take into account other important factors: Transamerica Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Transamerica Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Transamerica Small Cap, and traders can use it to determine the average amount a Transamerica Small'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 = -0.0456
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TSLRX |
Estimated Market Risk
| 1.22 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Transamerica Small 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 Transamerica Small by adding Transamerica Small to a well-diversified portfolio.
Transamerica Small Fundamentals Growth
Transamerica Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Transamerica Small, and Transamerica Small 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 Transamerica Mutual Fund performance.
| Total Asset | 400.86 M | |||
About Transamerica Small Performance
To evaluate Transamerica Small Cap 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 Transamerica Small 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 Transamerica 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 Transamerica Small Cap market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Transamerica'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 circumstances, at least 80 percent of the funds net assets in equity securities of small-capitalization companies. Transamerica Small is traded on NASDAQ Exchange in the United States.Things to note about Transamerica Small Cap performance evaluation
Checking the ongoing alerts about Transamerica Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Transamerica Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Transamerica Small generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Transamerica Small Cap maintains 97.4% of its assets in stocks |
- Analyzing Transamerica Small'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 Transamerica Small's stock is overvalued or undervalued compared to its peers.
- Examining Transamerica Small'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 Transamerica Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Transamerica Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Transamerica Small's mutual fund. These opinions can provide insight into Transamerica Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Transamerica Mutual Fund
Transamerica Small financial ratios help investors to determine whether Transamerica 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 Transamerica with respect to the benefits of owning Transamerica Small security.
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