Thornburg Value Fund Buy Hold or Sell Recommendation

TVRRX Fund  USD 77.05  0.17  0.22%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Thornburg Value Fund is 'Strong Hold'. Macroaxis provides Thornburg Value buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding TVRRX positions. The advice algorithm takes into account all of Thornburg Value's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Thornburg Value's buy or sell advice are summarized below:
Real Value
69.35
Hype Value
77.05
Market Value
77.05
Naive Value
77.48
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Thornburg Value Fund given historical horizon and risk tolerance towards Thornburg Value. When Macroaxis issues a 'buy' or 'sell' recommendation for Thornburg Value Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Thornburg Value Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Thornburg and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Thornburg Value Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area.

Execute Thornburg Value Buy or Sell Advice

The Thornburg recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Thornburg Value Fund. Macroaxis does not own or have any residual interests in Thornburg Value Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Thornburg Value's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Thornburg ValueBuy Thornburg Value
Strong Hold

Market Performance

GoodDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Responds to the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Thornburg Value Fund has a Risk Adjusted Performance of 0.1075, Jensen Alpha of (0.01), Total Risk Alpha of (0.05), Sortino Ratio of 0.0471 and Treynor Ratio of 0.1183
Macroaxis provides unbiased trade recommendation on Thornburg Value Fund that should be used to complement current analysts and expert consensus on Thornburg Value Fund. Our advice engine determines the fund's potential to grow exclusively from the perspective of an investors' current risk tolerance and investing horizon. Use Thornburg Value three year return, net asset, as well as the relationship between the Net Asset and equity positions weight to ensure your buy or sell decision on Thornburg Value Fund is adequate.

Thornburg Value Trading Alerts and Improvement Suggestions

The fund maintains 98.33% of its assets in stocks

Thornburg Value Returns Distribution Density

The distribution of Thornburg Value's historical returns is an attempt to chart the uncertainty of Thornburg Value's future price movements. The chart of the probability distribution of Thornburg Value daily returns describes the distribution of returns around its average expected value. We use Thornburg Value Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Thornburg Value returns is essential to provide solid investment advice for Thornburg Value.
Mean Return
0.18
Value At Risk
-1.22
Potential Upside
1.49
Standard Deviation
0.99
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Thornburg Value historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Thornburg Value Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Thornburg Value or Thornburg sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Thornburg Value's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Thornburg fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.0097
β
Beta against NYSE Composite1.47
σ
Overall volatility
0.99
Ir
Information ratio 0.05

Thornburg Value Volatility Alert

Thornburg Value Fund has relatively low volatility with skewness of -0.58 and kurtosis of 0.23. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Thornburg Value's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Thornburg Value's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Thornburg Value Fundamentals Vs Peers

Comparing Thornburg Value's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Thornburg Value's direct or indirect competition across all of the common fundamentals between Thornburg Value and the related equities. This way, we can detect undervalued stocks with similar characteristics as Thornburg Value or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Thornburg Value's fundamental indicators could also be used in its relative valuation, which is a method of valuing Thornburg Value by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Thornburg Value to competition
FundamentalsThornburg ValuePeer Average
Price To Earning1.61 X6.53 X
Price To Book2.09 X0.74 X
Price To Sales1.54 X0.61 X
Year To Date Return8.41 %0.39 %
One Year Return28.73 %4.15 %
Three Year Return2.94 %3.60 %
Five Year Return7.94 %3.24 %
Ten Year Return9.13 %1.79 %
Net Asset1.01 B4.11 B
Last Dividend Paid0.430.65
Cash Position Weight1.67 %10.61 %
Equity Positions Weight98.33 %63.90 %

Thornburg Value Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Thornburg . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Thornburg Value Buy or Sell Advice

When is the right time to buy or sell Thornburg Value Fund? Buying financial instruments such as Thornburg Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Thornburg Value in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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SPAC
SPAC Theme
Entities that are involved in raising capital, merging with and acquiring companies, and investing in private equity through leveraged buyouts. The SPAC theme has 25 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize SPAC Theme or any other thematic opportunities.
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Check out Thornburg Value Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

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When running Thornburg Value's price analysis, check to measure Thornburg Value's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Thornburg Value is operating at the current time. Most of Thornburg Value's value examination focuses on studying past and present price action to predict the probability of Thornburg Value's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Thornburg Value's price. Additionally, you may evaluate how the addition of Thornburg Value to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Thornburg Value's value and its price as these two are different measures arrived at by different means. Investors typically determine if Thornburg Value is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Thornburg Value's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.