Thrivent Partner Worldwide Fund Manager Performance Evaluation

TWAAX Fund  USD 10.70  0.13  1.20%   
The entity has a beta of 0.98, which indicates possible diversification benefits within a given portfolio. Thrivent Partner returns are very sensitive to returns on the market. As the market goes up or down, Thrivent Partner is expected to follow.

Risk-Adjusted Performance

2 of 100

 
Weak
 
Strong
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Thrivent Partner Worldwide are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Thrivent Partner is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more
Expense Ratio Date28th of February 2023
Expense Ratio1.1700
  

Thrivent Partner Relative Risk vs. Return Landscape

If you would invest  1,054  in Thrivent Partner Worldwide on March 17, 2024 and sell it today you would earn a total of  16.00  from holding Thrivent Partner Worldwide or generate 1.52% return on investment over 90 days. Thrivent Partner Worldwide is currently producing 0.0264% returns and takes up 0.7133% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Thrivent, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Thrivent Partner is expected to generate 1.13 times more return on investment than the market. However, the company is 1.13 times more volatile than its market benchmark. It trades about 0.04 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.01 per unit of risk.

Thrivent Partner Current Valuation

Fairly Valued
Today
10.70
Please note that Thrivent Partner's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Thrivent Partner Wor has a current Real Value of $10.65 per share. The regular price of the fund is $10.7. We determine the value of Thrivent Partner Wor 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 Thrivent Partner is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Thrivent Mutual Fund. However, Thrivent Partner'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  10.7 Real  10.65 Hype  10.7
The intrinsic value of Thrivent Partner'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 Thrivent Partner'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.
10.65
Real Value
11.36
Upside
Estimating the potential upside or downside of Thrivent Partner Worldwide helps investors to forecast how Thrivent 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 Thrivent Partner more accurately as focusing exclusively on Thrivent Partner's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
9.9910.7011.41
Details

Thrivent Partner Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Thrivent Partner's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Thrivent Partner Worldwide, and traders can use it to determine the average amount a Thrivent Partner'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 = 0.037

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

Estimated Market Risk

 0.71
  actual daily
6
94% of assets are more volatile

Expected Return

 0.03
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.04
  actual daily
2
98% of assets perform better
Based on monthly moving average Thrivent Partner is performing at about 2% 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 Thrivent Partner by adding it to a well-diversified portfolio.

Thrivent Partner Fundamentals Growth

Thrivent Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Thrivent Partner, and Thrivent Partner 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 Thrivent Mutual Fund performance.

About Thrivent Partner Performance

To evaluate Thrivent Partner Wor 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 Thrivent Partner 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 Thrivent 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 Thrivent Partner Wor market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Thrivent'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 seeks to achieve its objective by investing primarily in equity securities of issuers throughout the world. It seeks to diversify its portfolio broadly among developed and emerging countries and among multiple asset classes. Under normal market conditions, the fund invests at least 40 percent of its net assets in foreign assets. If market conditions are not deemed favorable by the Adviser, the fund could invest a lower percentage, but at least 30 percent of its net assets in foreign assets.

Things to note about Thrivent Partner Wor performance evaluation

Checking the ongoing alerts about Thrivent Partner for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Thrivent Partner Wor help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains 101.5% of its assets in stocks
Evaluating Thrivent Partner's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Thrivent Partner's mutual fund performance include:
  • Analyzing Thrivent Partner'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 Thrivent Partner's stock is overvalued or undervalued compared to its peers.
  • Examining Thrivent Partner'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 Thrivent Partner's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Thrivent Partner's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Thrivent Partner's mutual fund. These opinions can provide insight into Thrivent Partner's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Thrivent Partner's mutual fund performance is not an exact science, and many factors can impact Thrivent Partner'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.

Other Information on Investing in Thrivent Mutual Fund

Thrivent Partner financial ratios help investors to determine whether Thrivent 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 Thrivent with respect to the benefits of owning Thrivent Partner security.
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals