Timothy Largemip Cap Growth Fund Manager Performance Evaluation
The entity has a beta of 0.74, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Timothy Large/mip-cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Timothy Large/mip-cap is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Timothy Largemip Cap Growth are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Timothy Large/mip-cap 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 | 17th of February 2023 | |
| Expense Ratio | 1.1000 |
Timothy |
Timothy Large/mip-cap Relative Risk vs. Return Landscape
If you would invest 1,433 in Timothy Largemip Cap Growth on July 3, 2025 and sell it today you would earn a total of 72.00 from holding Timothy Largemip Cap Growth or generate 5.02% return on investment over 90 days. Timothy Largemip Cap Growth is currently producing 0.0802% returns and takes up 0.6897% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Timothy, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Timothy Large/mip-cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Timothy Large/mip-cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Timothy Largemip Cap Growth, and traders can use it to determine the average amount a Timothy Large/mip-cap'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 = 0.1162
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| Cash | TPLIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.69 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
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Timothy Large/mip-cap is performing at about 9% 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 Large/mip-cap by adding it to a well-diversified portfolio.
Timothy Large/mip-cap Fundamentals Growth
Timothy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Timothy Large/mip-cap, and Timothy Large/mip-cap 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 | 19.70 X | ||||
| Price To Book | 2.56 X | ||||
| Price To Sales | 1.84 X | ||||
| Total Asset | 44.33 M | ||||
About Timothy Large/mip-cap Performance
Evaluating Timothy Large/mip-cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Timothy Large/mip-cap 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 Large/mip-cap 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 fund primarily invests at least 80 percent of its total assets in larger U.S. stocks. Timothy Plan is traded on NASDAQ Exchange in the United States.Things to note about Timothy Large/mip-cap performance evaluation
Checking the ongoing alerts about Timothy Large/mip-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Timothy Large/mip-cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Timothy Large/mip-cap is not yet fully synchronised with the market data | |
| The fund maintains 96.91% of its assets in stocks |
- Analyzing Timothy Large/mip-cap'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 Large/mip-cap's stock is overvalued or undervalued compared to its peers.
- Examining Timothy Large/mip-cap'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 Large/mip-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Timothy Large/mip-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Timothy Large/mip-cap's mutual fund. These opinions can provide insight into Timothy Large/mip-cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Timothy Mutual Fund
Timothy Large/mip-cap 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 Large/mip-cap security.
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