Transamerica Funds Fund Manager Performance Evaluation
| TISDX Fund | 10.48 0.03 0.29% |
The entity has a beta of 0.0744, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Transamerica Funds' returns are expected to increase less than the market. However, during the bear market, the loss of holding Transamerica Funds is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Transamerica Funds has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...moreTransamerica |
Transamerica Funds Relative Risk vs. Return Landscape
If you would invest 1,128 in Transamerica Funds on September 21, 2024 and sell it today you would lose (80.00) from holding Transamerica Funds or give up 7.09% of portfolio value over 90 days. Transamerica Funds is currently producing negative expected returns and takes up 0.7516% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Transamerica, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Transamerica Funds Current Valuation
Overvalued
Today
Please note that Transamerica Funds' price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is overvalued. Transamerica Funds has a current Real Value of USD9.54 per share. The regular price of the fund is USD10.48. Our model measures the value of Transamerica Funds from inspecting the fund technical indicators and probability of bankruptcy. In general, investors 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 Transamerica Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Transamerica Mutual Fund. However, Transamerica Funds' 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 10.48 | Real 9.54 | Hype 10.48 |
The intrinsic value of Transamerica Funds' 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 Transamerica Funds' 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 Transamerica Funds helps investors to forecast how Transamerica 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 Transamerica Funds more accurately as focusing exclusively on Transamerica Funds' fundamentals will not take into account other important factors: Transamerica Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Transamerica Funds' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Transamerica Funds , and traders can use it to determine the average amount a Transamerica Funds' 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 = -0.1516
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TISDX |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Transamerica Funds 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 Transamerica Funds by adding Transamerica Funds to a well-diversified portfolio.
Transamerica Funds Fundamentals Growth
Transamerica Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Transamerica Funds, and Transamerica Funds 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 Transamerica Mutual Fund performance.
About Transamerica Funds Performance
Evaluating Transamerica Funds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Transamerica Funds 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 Transamerica Funds 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 market conditions, the fund invests at least 80 percent of its net assets in common stock of companies in foreign developed and emerging markets , that the funds sub-adviser believes have above average growth potential and meet the sub-advisers sustainability criteria. The fund will generally be invested in a minimum of five countries outside the U.S.Things to note about Transamerica Funds performance evaluation
Checking the ongoing alerts about Transamerica Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Transamerica Funds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Transamerica Funds generated a negative expected return over the last 90 days | |
| The fund maintains all of the assets in different exotic instruments |
- Analyzing Transamerica Funds' 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 Transamerica Funds' stock is overvalued or undervalued compared to its peers.
- Examining Transamerica Funds' 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 Transamerica Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Transamerica Funds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Transamerica Funds' mutual fund. These opinions can provide insight into Transamerica Funds' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Transamerica Mutual Fund
Transamerica Funds financial ratios help investors to determine whether Transamerica 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 Transamerica with respect to the benefits of owning Transamerica Funds security.
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