THRIVENT Mutual Fund Manager Performance Evaluation

Mutual Funds . USA . 
Fund . THRIVENT PARTNER WORLDWIDE
TWAAX Fund  USD 9.28  0.03  0.32%   
The entity has a beta of 0.7868, which indicates possible diversification benefits within a given portfolio. Let's try to break down what THRIVENT's beta means in this case. As returns on the market increase, THRIVENT PARTNER returns are expected to increase less than the market. However, during the bear market, the loss on holding THRIVENT PARTNER will be expected to be smaller as well. Although it is important to respect THRIVENT PARTNER WOR current price movements, it is better to be realistic regarding the information on the equity's historical returns. The approach into measuring future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By examining THRIVENT PARTNER WOR technical indicators, you can now evaluate if the expected return of 0.0689% will be sustainable into the future.
  

THRIVENT Performance

5 of 100

Compared to the overall equity markets, risk-adjusted returns on investments in THRIVENT PARTNER WORLDWIDE are ranked lower than 5 (%) 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.
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Fifty Two Week Low7.81
Fifty Two Week High12.01

THRIVENT PARTNER Relative Risk vs. Return Landscape

If you would invest  889.00  in THRIVENT PARTNER WORLDWIDE on December 23, 2022 and sell it today you would earn a total of  36.00  from holding THRIVENT PARTNER WORLDWIDE or generate 4.05% return on investment over 90 days. THRIVENT PARTNER WORLDWIDE is currently producing 0.0689% returns and takes up 0.8805% volatility of returns over 90 trading days. Put another way, 7% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon THRIVENT PARTNER is expected to generate 0.92 times more return on investment than the market. However, the company is 1.09 times less risky than the market. It trades about 0.08 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.05 per unit of risk.

THRIVENT PARTNER Current Valuation

Undervalued
Today 9.28
Please note that THRIVENT PARTNER's price fluctuation is very steady at this time.
THRIVENT PARTNER WOR has a current Real Value of $9.85 per share. The regular price of the fund is $9.28. At this time, the fund appears to be undervalued. We determine the value of THRIVENT PARTNER WOR from examining 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 future time, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for THRIVENT PARTNER WORLDWIDE is useful when determining the fair value of the THRIVENT mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of THRIVENT PARTNER. 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.
9.85
Real Value
10.73
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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
8.979.249.51
Details
Hype
Prediction
LowEstimated ValueHigh
8.379.2510.13
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.070.070.07
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 = 0.0783

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Estimated Market Risk

 0.88
  actual daily
 7 
93% of assets are more volatile
77

Expected Return

 0.07
  actual daily
 1 
99% of assets have higher returns
11

Risk-Adjusted Return

 0.08
  actual daily
 5 
95% of assets perform better
55
Based on monthly moving average THRIVENT PARTNER is performing at about 5% 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.
Price to Earning14.75 X
Price to Book1.43 X
Price to Sales0.86 X
Total Asset702.59 M

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. Thrivent Partner is traded on NASDAQ Exchange in the United States.

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.
THRIVENT PARTNER WOR generated five year return of 0.0%
This 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.
Check out World Market Map. Note that the THRIVENT PARTNER WOR information on this page should be used as a complementary analysis to other THRIVENT PARTNER'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 Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.

Complementary Tools for THRIVENT Mutual Fund analysis

When running THRIVENT PARTNER WOR price analysis, check to measure THRIVENT PARTNER'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 THRIVENT PARTNER is operating at the current time. Most of THRIVENT PARTNER's value examination focuses on studying past and present price action to predict the probability of THRIVENT PARTNER's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move THRIVENT PARTNER's price. Additionally, you may evaluate how the addition of THRIVENT PARTNER to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between THRIVENT PARTNER's value and its price as these two are different measures arrived at by different means. Investors typically determine THRIVENT PARTNER value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, THRIVENT PARTNER'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.
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