Qs Moderate Growth Fund Manager Performance Evaluation
| LLMRX Fund | USD 17.64 0.07 0.40% |
The fund owns a Beta (Systematic Risk) of 0.54, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Qs Moderate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Qs Moderate is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Qs Moderate Growth are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Qs Moderate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.4900 |
LLMRX |
Qs Moderate Relative Risk vs. Return Landscape
If you would invest 1,679 in Qs Moderate Growth on September 12, 2024 and sell it today you would earn a total of 85.00 from holding Qs Moderate Growth or generate 5.06% return on investment over 90 days. Qs Moderate Growth is currently producing 0.0797% returns and takes up 0.5059% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than LLMRX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Qs Moderate Current Valuation
Fairly Valued
Today
Please note that Qs Moderate's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Qs Moderate Growth owns a latest Real Value of $17.65 per share. The recent price of the fund is $17.64. We determine the value of Qs Moderate Growth from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point future time, mutual fund prices and their ongoing real values will converge.
Since Qs Moderate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of LLMRX Mutual Fund. However, Qs Moderate'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 17.64 | Real 17.65 | Hype 18.32 | Naive 17.67 |
The intrinsic value of Qs Moderate'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 Qs Moderate'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 Qs Moderate Growth helps investors to forecast how LLMRX 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 Qs Moderate more accurately as focusing exclusively on Qs Moderate's fundamentals will not take into account other important factors: Qs Moderate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Qs Moderate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Qs Moderate Growth, and traders can use it to determine the average amount a Qs Moderate'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 = 0.1575
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | LLMRX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Qs Moderate is performing at about 12% 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 Qs Moderate by adding it to a well-diversified portfolio.
Qs Moderate Fundamentals Growth
LLMRX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Qs Moderate, and Qs Moderate 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 LLMRX Mutual Fund performance.
| Price To Earning | 16.59 X | |||
| Price To Book | 2.07 X | |||
| Price To Sales | 1.24 X | |||
| Total Asset | 440.08 M | |||
About Qs Moderate Performance
Evaluating Qs Moderate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Qs Moderate 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 Qs Moderate 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 is a fund of fundsit invests in other mutual funds and may also invest in exchange-traded funds . It is managed as an asset allocation program and allocates its assets among mutual funds managed by the manager and its affiliates. The portfolio managers will allocate between 55 percent to 85 percent of the funds assets to underlying funds that invest in equity and equity-like strategies and between 15 percent to 45 percent of the funds assets to underlying funds that invest in fixed income strategies.Things to note about Qs Moderate Growth performance evaluation
Checking the ongoing alerts about Qs Moderate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Qs Moderate Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Goldman Sachs Initiates Coverage of Darden Restaurants with Neutral Recommendation - MSN |
- Analyzing Qs Moderate'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 Qs Moderate's stock is overvalued or undervalued compared to its peers.
- Examining Qs Moderate'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 Qs Moderate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Qs Moderate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Qs Moderate's mutual fund. These opinions can provide insight into Qs Moderate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in LLMRX Mutual Fund
Qs Moderate financial ratios help investors to determine whether LLMRX 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 LLMRX with respect to the benefits of owning Qs Moderate security.
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |