Lkcm Small Cap Manager Performance

The fund secures a Beta (Market Risk) of 0.0, which conveys not very significant fluctuations relative to the market. the returns on MARKET and Lkcm Small are completely uncorrelated.

Risk-Adjusted Performance

0 of 100

 
Weak
 
Strong
Very Weak
Over the last 90 days Lkcm Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Lkcm Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more
  

Lkcm Small Relative Risk vs. Return Landscape

If you would invest (100.00) in Lkcm Small Cap on September 13, 2024 and sell it today you would earn a total of  100.00  from holding Lkcm Small Cap or generate -100.0% return on investment over 90 days. Lkcm Small Cap is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Lkcm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  

Lkcm Small Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Lkcm Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lkcm Small Cap, and traders can use it to determine the average amount a Lkcm Small'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 = 0.0

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
LKSAX
Based on monthly moving average Lkcm Small 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 Lkcm Small by adding Lkcm Small to a well-diversified portfolio.

Lkcm Small Fundamentals Growth

Lkcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lkcm Small, and Lkcm Small 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 Lkcm Mutual Fund performance.

Things to note about Lkcm Small Cap performance evaluation

Checking the ongoing alerts about Lkcm Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lkcm Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Lkcm Small Cap is not yet fully synchronised with the market data
Lkcm Small Cap has some characteristics of a very speculative penny stock
Lkcm Small Cap has a very high chance of going through financial distress in the upcoming years
The fund maintains 98.57% of its assets in stocks
Evaluating Lkcm Small's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Lkcm Small's mutual fund performance include:
  • Analyzing Lkcm Small'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 Lkcm Small's stock is overvalued or undervalued compared to its peers.
  • Examining Lkcm Small'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 Lkcm Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lkcm Small's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Lkcm Small's mutual fund. These opinions can provide insight into Lkcm Small's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Lkcm Small's mutual fund performance is not an exact science, and many factors can impact Lkcm Small's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation.
You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.

Other Consideration for investing in Lkcm Mutual Fund

If you are still planning to invest in Lkcm Small Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Lkcm Small's history and understand the potential risks before investing.
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance