T Rowe Price Fund Manager Performance Evaluation
| TRFHX Fund | 27.45 0.09 0.33% |
The entity has a beta of -0.0561, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning T Rowe are expected to decrease at a much lower rate. During the bear market, T Rowe is likely to outperform the market.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in T Rowe Price are ranked lower than 28 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly unfluctuating technical indicators, T Rowe may actually be approaching a critical reversion point that can send shares even higher in August 2025.
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TRFHX |
T Rowe Relative Risk vs. Return Landscape
If you would invest 2,471 in T Rowe Price on April 20, 2025 and sell it today you would earn a total of 274.00 from holding T Rowe Price or generate 11.09% return on investment over 90 days. T Rowe Price is currently producing 0.1708% returns and takes up 0.4691% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than TRFHX, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
T Rowe Current Valuation
Overvalued
Today
Please note that T Rowe's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is overvalued. T Rowe Price has a current Real Value of USD26.49 per share. The regular price of the fund is USD27.45. Our model measures the value of T Rowe Price from analyzing the entity technical indicators and probability of bankruptcy. In general, investors 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.
Since T Rowe is currently traded on the exchange, buyers and sellers on that exchange determine the market value of TRFHX 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 27.45 | Real 26.49 | Hype 27.46 | Naive 27.29 |
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 TRFHX 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 = 0.3642
| Best Portfolio | Best Equity | |||
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| Small Returns | TRFHX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.47 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.36 actual daily | 28 72% of assets perform better |
Based on monthly moving average T Rowe is performing at about 28% 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
TRFHX 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 TRFHX Mutual Fund performance.
About T Rowe Performance
Evaluating T Rowe's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if T Rowe 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 T Rowe 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 invests in a diversified portfolio of other T. Rowe Price stock and bond mutual funds that represent various asset classes and sectors. Its allocation among T. Rowe Price mutual funds will change over time in relation to its target retirement date. The fund is managed based on the specific retirement year included in its name and assumes a retirement age of 65.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.| The fund maintains all of the assets in different exotic instruments |
- 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.
Other Information on Investing in TRFHX Mutual Fund
T Rowe financial ratios help investors to determine whether TRFHX 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 TRFHX with respect to the benefits of owning T Rowe security.
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