Lgm Risk Managed Fund Manager Performance Evaluation
| LBETX Fund | USD 11.21 0.01 0.09% |
The fund secures a Beta (Market Risk) of -0.0642, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Lgm Risk are expected to decrease at a much lower rate. During the bear market, Lgm Risk is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Lgm Risk Managed has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Lgm Risk is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreLgm |
Lgm Risk Relative Risk vs. Return Landscape
If you would invest 1,135 in Lgm Risk Managed on December 22, 2024 and sell it today you would lose (14.00) from holding Lgm Risk Managed or give up 1.23% of portfolio value over 90 days. Lgm Risk Managed is currently producing negative expected returns and takes up 0.3584% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Lgm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lgm Risk Current Valuation
Overvalued
Today
Please note that Lgm Risk's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Lgm Risk Managed secures a last-minute Real Value of $10.84 per share. The latest price of the fund is $11.21. We determine the value of Lgm Risk Managed 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 Lgm Risk is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lgm Mutual Fund. However, Lgm Risk'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 11.21 | Real 10.84 | Hype 11.21 | Naive 11.25 |
The intrinsic value of Lgm Risk'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 Lgm Risk'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 Lgm Risk Managed helps investors to forecast how Lgm 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 Lgm Risk more accurately as focusing exclusively on Lgm Risk's fundamentals will not take into account other important factors: Lgm Risk Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lgm Risk's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lgm Risk Managed, and traders can use it to determine the average amount a Lgm Risk'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 = -0.0559
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LBETX |
Estimated Market Risk
| 0.36 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Lgm Risk 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 Lgm Risk by adding Lgm Risk to a well-diversified portfolio.
Lgm Risk Fundamentals Growth
Lgm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lgm Risk, and Lgm Risk 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 Lgm Mutual Fund performance.
| Total Asset | 15.63 M | ||||
About Lgm Risk Performance
Evaluating Lgm Risk's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lgm Risk 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 Lgm Risk 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 seeks to achieve its investment objective by investing in unaffiliated equity exchange traded funds designed to track U.S. equity indices, U.S. money markets, and unaffiliated fixed income ETFs designed to track major U.S. fixed-income indices andor benchmark bonds including U.S. investment-grade bonds, U.S. Treasuries, and mortgage-backed securities of all maturities.Things to note about Lgm Risk Managed performance evaluation
Checking the ongoing alerts about Lgm Risk for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lgm Risk Managed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lgm Risk Managed generated a negative expected return over the last 90 days | |
| The fund maintains about 72.9% of its assets in cash |
- Analyzing Lgm Risk'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 Lgm Risk's stock is overvalued or undervalued compared to its peers.
- Examining Lgm Risk'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 Lgm Risk's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lgm Risk's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lgm Risk's mutual fund. These opinions can provide insight into Lgm Risk's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lgm Mutual Fund
Lgm Risk financial ratios help investors to determine whether Lgm 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 Lgm with respect to the benefits of owning Lgm Risk security.
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