The Long Term Fund Manager Performance Evaluation
| BSGLX Fund | USD 32.20 0.70 2.13% |
The fund secures a Beta (Market Risk) of 1.12, which conveys a somewhat significant risk relative to the market. Long Term returns are very sensitive to returns on the market. As the market goes up or down, Long Term is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days The Long Term has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Long Term is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreLong |
Long Term Relative Risk vs. Return Landscape
If you would invest 3,382 in The Long Term on December 20, 2024 and sell it today you would lose (162.00) from holding The Long Term or give up 4.79% of portfolio value over 90 days. The Long Term is currently producing negative expected returns and takes up 1.6464% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Long, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Long Term Current Valuation
Fairly Valued
Today
Please note that Long Term's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Long Term secures a last-minute Real Value of $32.78 per share. The latest price of the fund is $32.2. We determine the value of Long Term from analyzing 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 merge together.
Since Long Term is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Long Mutual Fund. However, Long Term'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 32.2 | Real 32.78 | Hype 32.2 | Naive 33.39 |
The intrinsic value of Long Term'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 Long Term'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 The Long Term helps investors to forecast how Long 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 Long Term more accurately as focusing exclusively on Long Term's fundamentals will not take into account other important factors: Long Term Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Long Term's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Long Term, and traders can use it to determine the average amount a Long Term'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 = -0.0424
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BSGLX |
Estimated Market Risk
| 1.65 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Long Term 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 Long Term by adding Long Term to a well-diversified portfolio.
Long Term Fundamentals Growth
Long Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Long Term, and Long Term 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 Long Mutual Fund performance.
| Total Asset | 1.18 M | |||
About Long Term Performance
Evaluating Long Term's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Long Term 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 Long Term 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 investment seeks to provide long-term capital appreciation. Long Term is traded on NASDAQ Exchange in the United States.Things to note about Long Term performance evaluation
Checking the ongoing alerts about Long Term for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Long Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Long Term generated a negative expected return over the last 90 days | |
| The fund holds 98.13% of its assets under management (AUM) in equities |
- Analyzing Long Term'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 Long Term's stock is overvalued or undervalued compared to its peers.
- Examining Long Term'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 Long Term's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Long Term's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Long Term's mutual fund. These opinions can provide insight into Long Term's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Long Mutual Fund
Long Term financial ratios help investors to determine whether Long 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 Long with respect to the benefits of owning Long Term security.
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