Thrivent Low Volatility Fund Manager Performance Evaluation
| TLVOX Fund | USD 11.87 0.00 0.00% |
The entity has a beta of 0.16, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Thrivent Low's returns are expected to increase less than the market. However, during the bear market, the loss of holding Thrivent Low is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Thrivent Low Volatility has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 0.9500 |
Thrivent |
Thrivent Low Relative Risk vs. Return Landscape
If you would invest 1,416 in Thrivent Low Volatility on September 2, 2024 and sell it today you would lose (229.00) from holding Thrivent Low Volatility or give up 16.17% of portfolio value over 90 days. Thrivent Low Volatility is currently producing negative expected returns and takes up 2.1359% volatility of returns over 90 trading days. Put another way, 19% 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. Expected Return |
| Risk |
Thrivent Low Current Valuation
Undervalued
Today
Please note that Thrivent Low's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Thrivent Low Volatility has a current Real Value of $12.18 per share. The regular price of the fund is $11.87. We determine the value of Thrivent Low Volatility 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 Thrivent Low is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Thrivent Mutual Fund. However, Thrivent Low'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 11.87 | Real 12.18 | Hype 11.87 |
The intrinsic value of Thrivent Low'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 Thrivent Low'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 Thrivent Low Volatility 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 Low more accurately as focusing exclusively on Thrivent Low's fundamentals will not take into account other important factors: Thrivent Low Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Thrivent Low's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Thrivent Low Volatility, and traders can use it to determine the average amount a Thrivent Low'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 = -0.117
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TLVOX |
Estimated Market Risk
| 2.14 actual daily | 19 81% of assets are more volatile |
Expected Return
| -0.25 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Thrivent Low 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 Thrivent Low by adding Thrivent Low to a well-diversified portfolio.
Thrivent Low Fundamentals Growth
Thrivent Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Thrivent Low, and Thrivent Low 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.
About Thrivent Low Performance
Evaluating Thrivent Low's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Thrivent Low 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 Thrivent Low 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 its net assets in equity securities. It may invest in securities denominated in U.S. dollars and the currencies of the foreign countries in which it may invest. The fund typically has full currency exposure to those markets in which it invests. It may buy or sell equity index futures for investment exposure or hedging purposes.Things to note about Thrivent Low Volatility performance evaluation
Checking the ongoing alerts about Thrivent Low for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Thrivent Low Volatility help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Thrivent Low generated a negative expected return over the last 90 days | |
| The fund maintains 98.96% of its assets in stocks |
- Analyzing Thrivent Low'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 Low's stock is overvalued or undervalued compared to its peers.
- Examining Thrivent Low'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 Low's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Thrivent Low's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Thrivent Low's mutual fund. These opinions can provide insight into Thrivent Low's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Thrivent Mutual Fund
Thrivent Low financial ratios help investors to determine whether Thrivent 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 Thrivent with respect to the benefits of owning Thrivent Low security.
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