Tiaa Cref Social Choice Fund Manager Performance Evaluation
| TSBRX Fund | USD 9.02 0.03 0.33% |
The entity has a beta of -0.07, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Tiaa-cref Social are expected to decrease at a much lower rate. During the bear market, Tiaa-cref Social is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Tiaa Cref Social Choice has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Tiaa-cref Social is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6200 |
Tiaa-cref |
Tiaa-cref Social Relative Risk vs. Return Landscape
If you would invest 909.00 in Tiaa Cref Social Choice on September 2, 2024 and sell it today you would lose (7.00) from holding Tiaa Cref Social Choice or give up 0.77% of portfolio value over 90 days. Tiaa Cref Social Choice is currently producing negative expected returns and takes up 0.3074% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Tiaa-cref, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tiaa-cref Social Current Valuation
Overvalued
Today
Please note that Tiaa-cref Social's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Tiaa Cref Social has a current Real Value of $8.67 per share. The regular price of the fund is $9.02. We determine the value of Tiaa Cref Social 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 Tiaa-cref Social is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tiaa-cref Mutual Fund. However, Tiaa-cref Social'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 9.02 | Real 8.67 | Hype 9.02 | Naive 9.05 |
The intrinsic value of Tiaa-cref Social'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 Tiaa-cref Social'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 Tiaa Cref Social Choice helps investors to forecast how Tiaa-cref 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 Tiaa-cref Social more accurately as focusing exclusively on Tiaa-cref Social's fundamentals will not take into account other important factors: Tiaa-cref Social Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tiaa-cref Social's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tiaa Cref Social Choice, and traders can use it to determine the average amount a Tiaa-cref Social'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 = -0.0378
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TSBRX |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Tiaa-cref Social 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 Tiaa-cref Social by adding Tiaa-cref Social to a well-diversified portfolio.
Tiaa-cref Social Fundamentals Growth
Tiaa-cref Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tiaa-cref Social, and Tiaa-cref Social 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 Tiaa-cref Mutual Fund performance.
| Total Asset | 6.39 B | ||||
About Tiaa-cref Social Performance
Evaluating Tiaa-cref Social's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tiaa-cref Social 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 Tiaa-cref Social 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.
The fund invests at least 80 percent of its assets in bonds. For these purposes, bonds include fixed-income securities of all types. It primarily invests in a broad range of investment-grade bonds and fixed-income securities, including, but not limited to, U.S. government securities, corporate bonds, taxable municipal securities and mortgage-backed or other asset-backed securities.Things to note about Tiaa Cref Social performance evaluation
Checking the ongoing alerts about Tiaa-cref Social for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tiaa Cref Social help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Tiaa Cref Social generated a negative expected return over the last 90 days | |
| Tiaa Cref Social generated five year return of 0.0% | |
| This fund maintains about 16.62% of its assets in bonds |
- Analyzing Tiaa-cref Social'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 Tiaa-cref Social's stock is overvalued or undervalued compared to its peers.
- Examining Tiaa-cref Social'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 Tiaa-cref Social's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tiaa-cref Social's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tiaa-cref Social's mutual fund. These opinions can provide insight into Tiaa-cref Social's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tiaa-cref Mutual Fund
Tiaa-cref Social financial ratios help investors to determine whether Tiaa-cref 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 Tiaa-cref with respect to the benefits of owning Tiaa-cref Social security.
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