Qs Growth Fund Manager Performance Evaluation
| LLLRX Fund | USD 17.47 0.29 1.69% |
The fund owns a Beta (Systematic Risk) of 0.37, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Qs Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Qs Growth is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Qs Growth Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Qs Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.4600 |
LLLRX |
Qs Growth Relative Risk vs. Return Landscape
If you would invest 1,797 in Qs Growth Fund on October 22, 2024 and sell it today you would lose (50.00) from holding Qs Growth Fund or give up 2.78% of portfolio value over 90 days. Qs Growth Fund is currently producing negative expected returns and takes up 0.9146% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than LLLRX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Qs Growth Current Valuation
Fairly Valued
Today
Please note that Qs Growth's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Qs Growth Fund owns a latest Real Value of $17.57 per share. The recent price of the fund is $17.47. We determine the value of Qs Growth Fund 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 Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of LLLRX Mutual Fund. However, Qs Growth'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 17.47 | Real 17.57 | Hype 17.47 | Naive 17.78 |
The intrinsic value of Qs Growth'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 Growth'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 Growth Fund helps investors to forecast how LLLRX 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 Growth more accurately as focusing exclusively on Qs Growth's fundamentals will not take into account other important factors: Qs Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Qs Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Qs Growth Fund, and traders can use it to determine the average amount a Qs Growth'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 = -0.046
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LLLRX |
Estimated Market Risk
| 0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Qs Growth 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 Qs Growth by adding Qs Growth to a well-diversified portfolio.
Qs Growth Fundamentals Growth
LLLRX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Qs Growth, and Qs Growth 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 LLLRX Mutual Fund performance.
| Total Asset | 714.41 M | |||
About Qs Growth Performance
Evaluating Qs Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Qs Growth 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 Growth 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 70 percent to 100 percent of the funds assets to underlying funds that invest in equity and equity-like strategies and between 0 percent to 30 percent of the funds assets to underlying funds that invest in fixed income strategies.Things to note about Qs Growth Fund performance evaluation
Checking the ongoing alerts about Qs Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Qs Growth Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Qs Growth Fund generated a negative expected return over the last 90 days | |
| The fund maintains 83.98% of its assets in stocks |
- Analyzing Qs Growth'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 Growth's stock is overvalued or undervalued compared to its peers.
- Examining Qs Growth'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 Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Qs Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Qs Growth's mutual fund. These opinions can provide insight into Qs Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in LLLRX Mutual Fund
Qs Growth financial ratios help investors to determine whether LLLRX 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 LLLRX with respect to the benefits of owning Qs Growth security.
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