Touchstone Dynamic Equity Manager Performance
The entity has a beta of 0.0, which indicates not very significant fluctuations relative to the market. the returns on MARKET and Touchstone Dynamic are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Touchstone Dynamic Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Touchstone Dynamic is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 1.8500 |
Touchstone |
Touchstone Dynamic Relative Risk vs. Return Landscape
If you would invest (100.00) in Touchstone Dynamic Equity on February 4, 2024 and sell it today you would earn a total of 100.00 from holding Touchstone Dynamic Equity or generate -100.0% return on investment over 90 days. Touchstone Dynamic Equity is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Touchstone, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Touchstone Dynamic Current Valuation
Overvalued
Today
Please note that Touchstone Dynamic's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Touchstone Dynamic Equity has a current Real Value of $9.1 per share. The regular price of the fund is $9.83. We determine the value of Touchstone Dynamic Equity 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 Touchstone Dynamic Equity is useful when determining the fair value of the Touchstone mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Touchstone Dynamic. Since Touchstone Dynamic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Touchstone Mutual Fund. However, Touchstone Dynamic'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 9.83 | Real 9.1 | Hype 9.83 | Naive 10.05 |
The real value of Touchstone Mutual Fund, also known as its intrinsic value, is the underlying worth of Touchstone Dynamic Equity Mutual Fund, which is reflected in its stock price. It is based on Touchstone Dynamic's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Touchstone Dynamic'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 Touchstone Dynamic'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 Touchstone Dynamic Equity helps investors to forecast how Touchstone 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 Touchstone Dynamic more accurately as focusing exclusively on Touchstone Dynamic's fundamentals will not take into account other important factors: Touchstone Dynamic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Touchstone Dynamic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Touchstone Dynamic Equity, and traders can use it to determine the average amount a Touchstone Dynamic'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 = 0.0
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Based on monthly moving average Touchstone Dynamic 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 Touchstone Dynamic by adding Touchstone Dynamic to a well-diversified portfolio.
Touchstone Dynamic Fundamentals Growth
Touchstone Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Touchstone Dynamic, and Touchstone Dynamic 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 Touchstone Mutual Fund performance.
| Price To Earning | 17.64 X | |||
| Price To Book | 2.87 X | |||
| Price To Sales | 1.41 X | |||
| Total Asset | 11.19 M | |||
About Touchstone Dynamic Performance
To evaluate Touchstone Dynamic Equity 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 Touchstone Dynamic 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 Touchstone 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 Touchstone Dynamic Equity market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Touchstone'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, under normal market conditions, at least 80 percent of its assets in U.S. equity securities. Touchstone Dynamic is traded on NASDAQ Exchange in the United States.Things to note about Touchstone Dynamic Equity performance evaluation
Checking the ongoing alerts about Touchstone Dynamic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Touchstone Dynamic Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Touchstone Dynamic is not yet fully synchronised with the market data | |
| Touchstone Dynamic has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains 99.38% of its assets in stocks |
- Analyzing Touchstone Dynamic'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 Touchstone Dynamic's stock is overvalued or undervalued compared to its peers.
- Examining Touchstone Dynamic'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 Touchstone Dynamic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Touchstone Dynamic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Touchstone Dynamic's mutual fund. These opinions can provide insight into Touchstone Dynamic'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. 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 manufacturing. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
Other Consideration for investing in Touchstone Mutual Fund
If you are still planning to invest in Touchstone Dynamic Equity check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Touchstone Dynamic's history and understand the potential risks before investing.
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