Logan Circle Partners Fund Manager Performance Evaluation
| LPCIX Fund | USD 8.65 0.02 0.23% |
The fund secures a Beta (Market Risk) of 0.0433, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Logan Circle's returns are expected to increase less than the market. However, during the bear market, the loss of holding Logan Circle is expected to be smaller as well.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Logan Circle Partners are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Logan Circle is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2023 |
Logan |
Logan Circle Relative Risk vs. Return Landscape
If you would invest 855.00 in Logan Circle Partners on December 16, 2024 and sell it today you would earn a total of 10.00 from holding Logan Circle Partners or generate 1.17% return on investment over 90 days. Logan Circle Partners is currently producing 0.0196% returns and takes up 0.3191% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Logan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Logan Circle Current Valuation
Fairly Valued
Today
Please note that Logan Circle's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Logan Circle Partners secures a last-minute Real Value of $8.63 per share. The latest price of the fund is $8.65. We determine the value of Logan Circle Partners 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 Logan Circle is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Logan Mutual Fund. However, Logan Circle'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 8.65 | Real 8.63 | Hype 8.65 | Naive 8.61 |
The intrinsic value of Logan Circle'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 Logan Circle'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 Logan Circle Partners helps investors to forecast how Logan 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 Logan Circle more accurately as focusing exclusively on Logan Circle's fundamentals will not take into account other important factors: Logan Circle Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Logan Circle's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Logan Circle Partners, and traders can use it to determine the average amount a Logan Circle'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 = 0.0613
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LPCIX |
Estimated Market Risk
| 0.32 actual daily | 2 98% 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 | 4 96% of assets perform better |
Based on monthly moving average Logan Circle is performing at about 4% of its full potential. 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 Logan Circle by adding it to a well-diversified portfolio.
Logan Circle Fundamentals Growth
Logan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Logan Circle, and Logan Circle 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 Logan Mutual Fund performance.
| Total Asset | 255 M | ||||
About Logan Circle Performance
Evaluating Logan Circle's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Logan Circle 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 Logan Circle 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.
Under normal circumstances, the fund invests in a portfolio of investment grade, U.S. fixed income securities of any maturity or duration. It also may invest up to 20 percent of its net assets in any combination of high yield bonds and non-U.S. fixed income securities, including emerging market bonds. The fund will invest primarily in U.S. corporate, government, mortgage-backed and asset-backed fixed income securities and privately issued securities, but may also invest in U.S. Treasury interest rate futures, forward currency contracts and credit default swaps.Things to note about Logan Circle Partners performance evaluation
Checking the ongoing alerts about Logan Circle for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Logan Circle Partners help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated five year return of 0.0% | |
| Logan Circle Partners maintains about 11.99% of its assets in cash |
- Analyzing Logan Circle'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 Logan Circle's stock is overvalued or undervalued compared to its peers.
- Examining Logan Circle'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 Logan Circle's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Logan Circle's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Logan Circle's mutual fund. These opinions can provide insight into Logan Circle's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Logan Mutual Fund
Logan Circle financial ratios help investors to determine whether Logan 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 Logan with respect to the benefits of owning Logan Circle security.
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