Tcw E Fixed Fund Manager Performance Evaluation
| TGCFX Fund | USD 9.73 0.04 0.41% |
The entity has a beta of 0.0797, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Tcw E's returns are expected to increase less than the market. However, during the bear market, the loss of holding Tcw E is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Tcw E Fixed has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Tcw E is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.4900 |
Tcw |
Tcw E Relative Risk vs. Return Landscape
If you would invest 986.00 in Tcw E Fixed on September 3, 2024 and sell it today you would lose (13.00) from holding Tcw E Fixed or give up 1.32% of portfolio value over 90 days. Tcw E Fixed is currently producing negative expected returns and takes up 0.3489% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Tcw, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tcw E Current Valuation
Fairly Valued
Today
Please note that Tcw E's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Tcw E Fixed has a current Real Value of $9.75 per share. The regular price of the fund is $9.73. We determine the value of Tcw E Fixed 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 Tcw E is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tcw Mutual Fund. However, Tcw E'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 9.73 | Real 9.75 | Hype 9.73 | Naive 9.78 |
The intrinsic value of Tcw E'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 Tcw E'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 Tcw E Fixed helps investors to forecast how Tcw 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 Tcw E more accurately as focusing exclusively on Tcw E's fundamentals will not take into account other important factors: Tcw E Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tcw E's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tcw E Fixed, and traders can use it to determine the average amount a Tcw E'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 = -0.0577
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TGCFX |
Estimated Market Risk
| 0.35 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.02 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 Tcw E 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 Tcw E by adding Tcw E to a well-diversified portfolio.
Tcw E Fundamentals Growth
Tcw Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tcw E, and Tcw E 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 Tcw Mutual Fund performance.
| Total Asset | 937.9 M | |||
About Tcw E Performance
Evaluating Tcw E's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tcw E has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Tcw E has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of the value of its net assets, plus any borrowings for investment purposes, in debt securities. Tcw Core is traded on NASDAQ Exchange in the United States.Things to note about Tcw E Fixed performance evaluation
Checking the ongoing alerts about Tcw E for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tcw E Fixed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Tcw E Fixed generated a negative expected return over the last 90 days | |
| Tcw E Fixed generated five year return of 0.0% | |
| This fund maintains about 5.82% of its assets in cash |
- Analyzing Tcw E'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 Tcw E's stock is overvalued or undervalued compared to its peers.
- Examining Tcw E'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 Tcw E's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tcw E's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tcw E's mutual fund. These opinions can provide insight into Tcw E's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tcw Mutual Fund
Tcw E financial ratios help investors to determine whether Tcw 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 Tcw with respect to the benefits of owning Tcw E security.
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