Thornburg Intermediate Municipal Fund Manager Performance Evaluation
| THMQX Fund | USD 13.34 0.01 0.07% |
The entity has a beta of -0.0541, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Thornburg Intermediate are expected to decrease at a much lower rate. During the bear market, Thornburg Intermediate is likely to outperform the market.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Thornburg Intermediate Municipal are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Thornburg Intermediate 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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Thornburg Intermediate Relative Risk vs. Return Landscape
If you would invest 1,325 in Thornburg Intermediate Municipal on September 2, 2024 and sell it today you would earn a total of 9.00 from holding Thornburg Intermediate Municipal or generate 0.68% return on investment over 90 days. Thornburg Intermediate Municipal is currently producing 0.0108% returns and takes up 0.1982% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Thornburg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Thornburg Intermediate Current Valuation
Fairly Valued
Today
Please note that Thornburg Intermediate's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Thornburg Intermediate has a current Real Value of $13.19 per share. The regular price of the fund is $13.34. We determine the value of Thornburg Intermediate 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 Thornburg Intermediate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Thornburg Mutual Fund. However, Thornburg Intermediate'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 13.34 | Real 13.19 | Hype 13.34 |
The intrinsic value of Thornburg Intermediate'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 Thornburg Intermediate'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 Thornburg Intermediate Municipal helps investors to forecast how Thornburg 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 Thornburg Intermediate more accurately as focusing exclusively on Thornburg Intermediate's fundamentals will not take into account other important factors: Thornburg Intermediate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Thornburg Intermediate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Thornburg Intermediate Municipal, and traders can use it to determine the average amount a Thornburg Intermediate'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 = 0.0544
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| Negative Returns | THMQX |
Estimated Market Risk
| 0.2 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Thornburg Intermediate is performing at about 4% 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 Thornburg Intermediate by adding it to a well-diversified portfolio.
Thornburg Intermediate Fundamentals Growth
Thornburg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Thornburg Intermediate, and Thornburg Intermediate 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 Thornburg Mutual Fund performance.
| Price To Earning | 18.88 X | ||||
| Total Asset | 1.02 B | ||||
About Thornburg Intermediate Performance
Evaluating Thornburg Intermediate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Thornburg Intermediate 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 Thornburg Intermediate 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 pursues its primary goal by investing principally in a laddered maturity portfolio of municipal obligations issued by states and state agencies, local governments and their agencies, and by United States territories and possessions.Things to note about Thornburg Intermediate performance evaluation
Checking the ongoing alerts about Thornburg Intermediate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Thornburg Intermediate 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 most of the assets in different exotic instruments. |
- Analyzing Thornburg Intermediate'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 Thornburg Intermediate's stock is overvalued or undervalued compared to its peers.
- Examining Thornburg Intermediate'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 Thornburg Intermediate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Thornburg Intermediate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Thornburg Intermediate's mutual fund. These opinions can provide insight into Thornburg Intermediate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Thornburg Mutual Fund
Thornburg Intermediate financial ratios help investors to determine whether Thornburg 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 Thornburg with respect to the benefits of owning Thornburg Intermediate security.
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