Timothy Israel Mon Fund Manager Performance Evaluation
| TICIX Fund | USD 35.15 0.42 1.21% |
The entity has a beta of 0.2, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Timothy Israel's returns are expected to increase less than the market. However, during the bear market, the loss of holding Timothy Israel is expected to be smaller as well.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Timothy Israel Mon are ranked lower than 27 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Timothy Israel showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 17th of February 2023 | |
| Expense Ratio | 1.5200 |
Timothy |
Timothy Israel Relative Risk vs. Return Landscape
If you would invest 2,655 in Timothy Israel Mon on April 26, 2025 and sell it today you would earn a total of 860.00 from holding Timothy Israel Mon or generate 32.39% return on investment over 90 days. Timothy Israel Mon is currently producing 0.4702% returns and takes up 1.3699% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Timothy, and 91% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Timothy Israel Current Valuation
Undervalued
Today
Please note that Timothy Israel's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Timothy Israel Mon has a current Real Value of $37.06 per share. The regular price of the fund is $35.15. We determine the value of Timothy Israel Mon 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 Timothy Israel is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Timothy Mutual Fund. However, Timothy Israel'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 35.15 | Real 37.06 | Hype 35.15 | Naive 33.97 |
The intrinsic value of Timothy Israel'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 Timothy Israel'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 Timothy Israel Mon helps investors to forecast how Timothy 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 Timothy Israel more accurately as focusing exclusively on Timothy Israel's fundamentals will not take into account other important factors: Timothy Israel Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Timothy Israel's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Timothy Israel Mon, and traders can use it to determine the average amount a Timothy Israel'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 = 0.3432
| Best Portfolio | Best Equity | |||
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| Small Returns | TICIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.37 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.47 actual daily | 9 91% of assets have higher returns |
Risk-Adjusted Return
| 0.34 actual daily | 27 73% of assets perform better |
Based on monthly moving average Timothy Israel is performing at about 27% 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 Timothy Israel by adding it to a well-diversified portfolio.
Timothy Israel Fundamentals Growth
Timothy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Timothy Israel, and Timothy Israel 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 Timothy Mutual Fund performance.
| Price To Earning | 15.39 X | ||||
| Price To Book | 1.70 X | ||||
| Price To Sales | 1.35 X | ||||
| Total Asset | 41.16 M | ||||
About Timothy Israel Performance
Evaluating Timothy Israel's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Timothy Israel 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 Timothy Israel 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.
The investment seeks to provide long-term growth of capital. Timothy Plan is traded on NASDAQ Exchange in the United States.Things to note about Timothy Israel Mon performance evaluation
Checking the ongoing alerts about Timothy Israel for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Timothy Israel Mon help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Timothy Israel's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Timothy Israel's mutual fund performance include:- Analyzing Timothy Israel'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 Timothy Israel's stock is overvalued or undervalued compared to its peers.
- Examining Timothy Israel'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 Timothy Israel's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Timothy Israel's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Timothy Israel's mutual fund. These opinions can provide insight into Timothy Israel's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Timothy Mutual Fund
Timothy Israel financial ratios help investors to determine whether Timothy 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 Timothy with respect to the benefits of owning Timothy Israel security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |