Thomas White Emerging Fund Manager Performance Evaluation
| TWEMX Fund | USD 11.81 0.16 1.37% |
The entity has a beta of -0.0585, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Thomas White are expected to decrease at a much lower rate. During the bear market, Thomas White is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Thomas White Emerging are ranked lower than 26 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Thomas White showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 1.3400 |
Thomas |
Thomas White Relative Risk vs. Return Landscape
If you would invest 1,010 in Thomas White Emerging on April 25, 2025 and sell it today you would earn a total of 171.00 from holding Thomas White Emerging or generate 16.93% return on investment over 90 days. Thomas White Emerging is currently producing 0.2597% returns and takes up 0.7739% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Thomas, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Thomas White Current Valuation
Overvalued
Today
Please note that Thomas White's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Thomas White Emerging has a current Real Value of $10.56 per share. The regular price of the fund is $11.81. We determine the value of Thomas White Emerging 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 Thomas White is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Thomas Mutual Fund. However, Thomas White'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 11.81 | Real 10.56 | Hype 11.65 | Naive 11.67 |
The intrinsic value of Thomas White'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 Thomas White'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 Thomas White Emerging helps investors to forecast how Thomas 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 Thomas White more accurately as focusing exclusively on Thomas White's fundamentals will not take into account other important factors: Thomas White Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Thomas White's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Thomas White Emerging, and traders can use it to determine the average amount a Thomas White'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 = 0.3355
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | TWEMX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.26 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.34 actual daily | 26 74% of assets perform better |
Based on monthly moving average Thomas White is performing at about 26% 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 Thomas White by adding it to a well-diversified portfolio.
Thomas White Fundamentals Growth
Thomas Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Thomas White, and Thomas White 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 Thomas Mutual Fund performance.
| Price To Earning | 13.74 X | ||||
| Price To Book | 1.54 X | ||||
| Price To Sales | 1.05 X | ||||
| Total Asset | 5.32 M | ||||
About Thomas White Performance
Evaluating Thomas White's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Thomas White 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 Thomas White 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 at least 80 percent of the value of its net assets, plus any borrowings for investment purposes, in equity and equity-related transferable securities that provide exposure to companies that are domiciled in, or that derive a predominant proportion of their value from, emerging market countries. The fund is non-diversified.Things to note about Thomas White Emerging performance evaluation
Checking the ongoing alerts about Thomas White for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Thomas White Emerging help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Thomas White Emerging yields 0.0% to date and shows negative annual yield of 0.0% | |
| This fund maintains 98.56% of its assets in stocks |
- Analyzing Thomas White'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 Thomas White's stock is overvalued or undervalued compared to its peers.
- Examining Thomas White'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 Thomas White's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Thomas White's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Thomas White's mutual fund. These opinions can provide insight into Thomas White's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Thomas Mutual Fund
Thomas White financial ratios help investors to determine whether Thomas 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 Thomas with respect to the benefits of owning Thomas White security.
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