Towle Deep Value Fund Manager Performance Evaluation
| TDVFX Fund | USD 15.72 0.03 0.19% |
The entity has a beta of 1.35, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Towle Deep will likely underperform.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Towle Deep Value are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Towle Deep showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 1.1500 |
Towle |
Towle Deep Relative Risk vs. Return Landscape
If you would invest 1,311 in Towle Deep Value on April 27, 2025 and sell it today you would earn a total of 261.00 from holding Towle Deep Value or generate 19.91% return on investment over 90 days. Towle Deep Value is currently producing 0.3059% returns and takes up 1.6044% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Towle, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Towle Deep Current Valuation
Fairly Valued
Today
Please note that Towle Deep's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Towle Deep Value has a current Real Value of $15.84 per share. The regular price of the fund is $15.72. We determine the value of Towle Deep Value 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 Towle Deep is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Towle Mutual Fund. However, Towle Deep'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 15.72 | Real 15.84 | Hype 15.72 | Naive 15.34 |
The intrinsic value of Towle Deep'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 Towle Deep'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 Towle Deep Value helps investors to forecast how Towle 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 Towle Deep more accurately as focusing exclusively on Towle Deep's fundamentals will not take into account other important factors: Towle Deep Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Towle Deep's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Towle Deep Value, and traders can use it to determine the average amount a Towle Deep'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 = 0.1906
| Best Portfolio | Best Equity | |||
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| Small Returns | TDVFX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.6 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.31 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Towle Deep is performing at about 15% 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 Towle Deep by adding it to a well-diversified portfolio.
Towle Deep Fundamentals Growth
Towle Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Towle Deep, and Towle Deep 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 Towle Mutual Fund performance.
| Price To Earning | 8.84 X | ||||
| Price To Book | 0.83 X | ||||
| Price To Sales | 0.22 X | ||||
About Towle Deep Performance
Evaluating Towle Deep's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Towle Deep 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 Towle Deep 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 primarily in equity securities of U.S. issuers. Towle Deep is traded on NASDAQ Exchange in the United States.Things to note about Towle Deep Value performance evaluation
Checking the ongoing alerts about Towle Deep for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Towle Deep Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Towle Deep's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Towle Deep's mutual fund performance include:- Analyzing Towle Deep'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 Towle Deep's stock is overvalued or undervalued compared to its peers.
- Examining Towle Deep'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 Towle Deep's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Towle Deep's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Towle Deep's mutual fund. These opinions can provide insight into Towle Deep's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Towle Mutual Fund
Towle Deep financial ratios help investors to determine whether Towle 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 Towle with respect to the benefits of owning Towle Deep security.
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