LO Funds (Switzerland) Manager Performance Evaluation
| 0P00001R8Q | 203.64 0.39 0.19% |
The fund owns a Beta (Systematic Risk) of -0.0906, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning LO Funds are expected to decrease at a much lower rate. During the bear market, LO Funds is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days LO Funds Swiss has generated negative risk-adjusted returns adding no value to fund investors. Despite latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more0P00001R8Q |
LO Funds Relative Risk vs. Return Landscape
If you would invest 21,977 in LO Funds Swiss on September 26, 2024 and sell it today you would lose (1,613) from holding LO Funds Swiss or give up 7.34% of portfolio value over 90 days. LO Funds Swiss is generating negative expected returns and assumes 0.6622% volatility on return distribution over the 90 days horizon. Simply put, 5% of funds are less volatile than 0P00001R8Q, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
LO Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for LO Funds' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as LO Funds Swiss, and traders can use it to determine the average amount a LO Funds' 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 = -0.1793
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| Negative Returns | 0P00001R8Q |
Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.18 actual daily | 0 Most of other assets perform better |
Based on monthly moving average LO Funds is not performing at its full potential. However, 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 LO Funds by adding LO Funds to a well-diversified portfolio.
Things to note about LO Funds Swiss performance evaluation
Checking the ongoing alerts about LO Funds for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for LO Funds Swiss help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| LO Funds Swiss generated a negative expected return over the last 90 days |
- Analyzing LO Funds' 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 LO Funds' stock is overvalued or undervalued compared to its peers.
- Examining LO Funds' 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 LO Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of LO Funds' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of LO Funds' fund. These opinions can provide insight into LO Funds' potential for growth and whether the stock is currently undervalued or overvalued.
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