Lkcm Equity Fund Price on November 25, 2024
| LKEQX Fund | USD 41.83 0.18 0.43% |
Below is the normalized historical share price chart for Lkcm Equity Fund extending back to February 23, 1996. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Lkcm Equity stands at 41.83, as last reported on the 2nd of December, with the highest price reaching 41.83 and the lowest price hitting 41.83 during the day.
If you're considering investing in Lkcm Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Lkcm Mutual Fund to be very steady. Lkcm Equity Fund has Sharpe Ratio of 0.18, which conveys that the entity had a 0.18% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Lkcm Equity, which you can use to evaluate the volatility of the fund. Please verify Lkcm Equity's Mean Deviation of 0.5532, downside deviation of 0.846, and Risk Adjusted Performance of 0.1093 to check out if the risk estimate we provide is consistent with the expected return of 0.13%.
Lkcm Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Lkcm |
Sharpe Ratio = 0.1822
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Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Lkcm Equity is performing at about 14% 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 Lkcm Equity by adding it to a well-diversified portfolio.
Lkcm Equity Valuation on November 25, 2024
It is possible to determine the worth of Lkcm Equity on a given historical date. On November 25, 2024 Lkcm was worth 41.76 at the beginning of the trading date compared to the closed value of 41.76. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Lkcm Equity mutual fund. Still, in general, we apply an absolute valuation method to find Lkcm Equity's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Lkcm Equity where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Lkcm Equity's related companies.
| Open | High | Low | Close | Volume | |
| 41.60 | 41.60 | 41.60 | 41.60 | 1.00 | |
11/25/2024 | 41.76 | 41.76 | 41.76 | 41.76 | 1.00 |
| 41.82 | 41.82 | 41.82 | 41.82 | 1.00 |
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Lkcm Equity Trading Date Momentum on November 25, 2024
| On November 26 2024 Lkcm Equity Fund was traded for 41.82 at the closing time. The highest daily price throughout the period was 41.82 and the lowest price was 41.82 . There was no trading activity during the period 1.0. Lack of trading volume on 11/26/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.14% . The trading delta at closing time to current closing price is 0.17% . |
Lkcm Equity Fund Fundamentals Correlations and Trends
By evaluating Lkcm Equity's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Lkcm Equity's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Lkcm financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Lkcm Equity Mutual Fund history
Lkcm Equity investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Lkcm is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Lkcm Equity Fund will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Lkcm Equity stock prices may prove useful in developing a viable investing in Lkcm Equity
The fund seeks to achieve its investment objective by investing under normal circumstances at least 80 percent of its net assets in equity securities. The fund primarily invests in companies that the adviser believes are likely to have above-average growth in revenue andor earnings, above-average returns on shareholders equity, potential for above-average capital appreciation, andor companies that the adviser believes have attractive relative valuations.
Lkcm Equity Mutual Fund Technical Analysis
Lkcm Equity technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Lkcm Equity Period Price Range
Low | December 2, 2024
| High |
0.00 | 0.00 |
Lkcm Equity Fund cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Lkcm Equity December 2, 2024 Market Strength
Market strength indicators help investors to evaluate how Lkcm Equity mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Lkcm Equity shares will generate the highest return on investment. By undertsting and applying Lkcm Equity mutual fund market strength indicators, traders can identify Lkcm Equity Fund entry and exit signals to maximize returns
Lkcm Equity Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Lkcm Equity's price direction in advance. Along with the technical and fundamental analysis of Lkcm Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Lkcm to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1093 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | 0.1123 |
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| Volume Indicators |
Other Information on Investing in Lkcm Mutual Fund
Lkcm Equity financial ratios help investors to determine whether Lkcm 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 Lkcm with respect to the benefits of owning Lkcm Equity security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |