T Rowe Price Fund Manager Performance Evaluation
| TRSGX Fund | USD 38.08 0.28 0.74% |
The entity has a beta of 0.0125, which indicates not very significant fluctuations relative to the market. As returns on the market increase, T Rowe's returns are expected to increase less than the market. However, during the bear market, the loss of holding T Rowe is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in T Rowe Price are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, T Rowe is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Is T. Rowe Price Personal Strategy Growth a Strong Mutual Fund Pick Right Now - Yahoo New Zealand News | 04/01/2024 |
| Expense Ratio Date | 23rd of May 2023 | |
| Expense Ratio | 0.7900 |
TRSGX |
T Rowe Relative Risk vs. Return Landscape
If you would invest 3,683 in T Rowe Price on January 24, 2024 and sell it today you would earn a total of 125.00 from holding T Rowe Price or generate 3.39% return on investment over 90 days. T Rowe Price is currently producing 0.0553% returns and takes up 0.5502% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than TRSGX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
T Rowe Current Valuation
Fairly Valued
Today
Please note that T Rowe's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. T Rowe Price has a current Real Value of $37.88 per share. The regular price of the fund is $38.08. We determine the value of T Rowe Price from analyzing 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 future date, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for T Rowe Price is useful when determining the fair value of the TRSGX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of T Rowe. Since T Rowe is currently traded on the exchange, buyers and sellers on that exchange determine the market value of TRSGX Mutual Fund. However, T Rowe'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 38.08 | Real 37.88 | Hype 37.8 |
The real value of TRSGX Mutual Fund, also known as its intrinsic value, is the underlying worth of T Rowe Price Mutual Fund, which is reflected in its stock price. It is based on T Rowe's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of T Rowe'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 T Rowe'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 T Rowe Price helps investors to forecast how TRSGX 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 T Rowe more accurately as focusing exclusively on T Rowe's fundamentals will not take into account other important factors: T Rowe Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for T Rowe's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as T Rowe Price, and traders can use it to determine the average amount a T Rowe'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 = 0.1006
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| Cash | TRSGX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.55 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average T Rowe is performing at about 7% 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 T Rowe by adding it to a well-diversified portfolio.
T Rowe Fundamentals Growth
TRSGX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of T Rowe, and T Rowe 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 TRSGX Mutual Fund performance.
| Price To Earning | 18.43 X | ||||
| Price To Book | 2.10 X | ||||
| Price To Sales | 1.55 X | ||||
| Total Asset | 1.41 B | ||||
About T Rowe Performance
To evaluate T Rowe Price 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 T Rowe 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 TRSGX 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 T Rowe Price market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents TRSGX'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 invests in a diversified portfolio typically consisting of approximately 80 percent of its net assets in stocks 16 percent of its net assets in bonds, money market securities, and cash reserves and 4 percent of its net assets in alternative investments. Under normal conditions, its allocation to the broad asset classes will be within the following ranges stocks , bonds, money markets securities, and cash reserves , and alternative investments .Things to note about T Rowe Price performance evaluation
Checking the ongoing alerts about T Rowe for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for T Rowe Price help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Is T. Rowe Price Personal Strategy Growth a Strong Mutual Fund Pick Right Now - Yahoo New Zealand News | |
| The fund maintains about 16.73% of its assets in bonds |
- Analyzing T Rowe'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 T Rowe's stock is overvalued or undervalued compared to its peers.
- Examining T Rowe'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 T Rowe's management team can have a significant impact on its success or failure. Reviewing the track record and experience of T Rowe's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of T Rowe's mutual fund. These opinions can provide insight into T Rowe's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in T Rowe Price. 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 T Rowe Price information on this page should be used as a complementary analysis to other T Rowe'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 ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.