Thompson Largecap Fund Manager Performance Evaluation

THPGX Fund  USD 100.42  1.36  1.34%   
The entity has a beta of -0.0908, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Thompson Largecap are expected to decrease at a much lower rate. During the bear market, Thompson Largecap is likely to outperform the market.

Risk-Adjusted Performance

8 of 100

 
Low
 
High
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Thompson Largecap Fund are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Thompson Largecap 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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Expense Ratio Date31st of March 2023
Expense Ratio0.9900
  

Thompson Largecap Relative Risk vs. Return Landscape

If you would invest  9,555  in Thompson Largecap Fund on December 29, 2023 and sell it today you would earn a total of  487.00  from holding Thompson Largecap Fund or generate 5.1% return on investment over 90 days. Thompson Largecap Fund is currently producing 0.0831% returns and takes up 0.7614% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Thompson, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Thompson Largecap is expected to generate 1.6 times less return on investment than the market. In addition to that, the company is 1.33 times more volatile than its market benchmark. It trades about 0.11 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 per unit of volatility.

Thompson Largecap Current Valuation

Overvalued
Today
100.42
Please note that Thompson Largecap's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Thompson Largecap Fund has a current Real Value of $90.24 per share. The regular price of the fund is $100.42. We determine the value of Thompson Largecap Fund 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.
Our valuation method for Thompson Largecap Fund is useful when determining the fair value of the Thompson mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Thompson Largecap. Since Thompson Largecap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Thompson Mutual Fund. However, Thompson Largecap'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  100.42 Real  90.24 Hype  100.42 Naive  101.04
The real value of Thompson Mutual Fund, also known as its intrinsic value, is the underlying worth of Thompson Largecap Fund Mutual Fund, which is reflected in its stock price. It is based on Thompson Largecap's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Thompson Largecap'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 Thompson Largecap'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.
90.24
Real Value
110.46
Upside
Estimating the potential upside or downside of Thompson Largecap Fund helps investors to forecast how Thompson 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 Thompson Largecap more accurately as focusing exclusively on Thompson Largecap's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
99.59100.87102.16
Details
Hype
Prediction
LowEstimatedHigh
99.66100.42101.18
Details
Naive
Forecast
LowNext ValueHigh
100.28101.04101.81
Details

Thompson Largecap Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Thompson Largecap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Thompson Largecap Fund, and traders can use it to determine the average amount a Thompson Largecap'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 = 0.1091

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Estimated Market Risk

 0.76
  actual daily
6
94% of assets are more volatile

Expected Return

 0.08
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.11
  actual daily
8
92% of assets perform better
Based on monthly moving average Thompson Largecap is performing at about 8% 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 Thompson Largecap by adding it to a well-diversified portfolio.

Thompson Largecap Fundamentals Growth

Thompson Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Thompson Largecap, and Thompson Largecap 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 Thompson Mutual Fund performance.

About Thompson Largecap Performance

To evaluate Thompson Largecap Fund Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Thompson Largecap generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Thompson Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Thompson Largecap Fund market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Thompson's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets plus any borrowing for investment purposes in a diversified portfolio of equity securities of large-capitalization companies that at the time of purchase fall within the capitalization ranges of companies in the SP 500 Index. Its equity investments included within this 80 percent may include common stocks, American Depositary Receipts , and real estate investment trusts .

Things to note about Thompson Largecap Fund performance evaluation

Checking the ongoing alerts about Thompson Largecap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Thompson Largecap Fund 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 99.86% of its assets in stocks
Evaluating Thompson Largecap's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Thompson Largecap's mutual fund performance include:
  • Analyzing Thompson Largecap'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 Thompson Largecap's stock is overvalued or undervalued compared to its peers.
  • Examining Thompson Largecap'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 Thompson Largecap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Thompson Largecap's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Thompson Largecap's mutual fund. These opinions can provide insight into Thompson Largecap's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Thompson Largecap's mutual fund performance is not an exact science, and many factors can impact Thompson Largecap's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Thompson Largecap 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 price.
Note that the Thompson Largecap Fund information on this page should be used as a complementary analysis to other Thompson Largecap's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.

Complementary Tools for Thompson Mutual Fund analysis

When running Thompson Largecap's price analysis, check to measure Thompson Largecap'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 Thompson Largecap is operating at the current time. Most of Thompson Largecap's value examination focuses on studying past and present price action to predict the probability of Thompson Largecap's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Thompson Largecap's price. Additionally, you may evaluate how the addition of Thompson Largecap to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Thompson Largecap's value and its price as these two are different measures arrived at by different means. Investors typically determine if Thompson Largecap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Thompson Largecap'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.