Ls Opportunity Fund Manager Performance Evaluation
| LSOFX Fund | USD 18.26 0.06 0.33% |
The fund owns a Beta (Systematic Risk) of 0.39, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Ls Opportunity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ls Opportunity is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ls Opportunity Fund are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Ls Opportunity 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 | 28th of September 2022 |
LSOFX |
Ls Opportunity Relative Risk vs. Return Landscape
If you would invest 1,820 in Ls Opportunity Fund on December 23, 2024 and sell it today you would earn a total of 6.00 from holding Ls Opportunity Fund or generate 0.33% return on investment over 90 days. Ls Opportunity Fund is currently producing 0.0064% returns and takes up 0.456% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than LSOFX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ls Opportunity Current Valuation
Undervalued
Today
Please note that Ls Opportunity's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Ls Opportunity owns a latest Real Value of $18.74 per share. The recent price of the fund is $18.26. We determine the value of Ls Opportunity from examining 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, in the future, mutual fund prices and their ongoing real values will come together.
Since Ls Opportunity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of LSOFX Mutual Fund. However, Ls Opportunity'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 18.26 | Real 18.74 | Hype 18.26 | Naive 18.19 |
The intrinsic value of Ls Opportunity'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 Ls Opportunity'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 Ls Opportunity Fund helps investors to forecast how LSOFX 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 Ls Opportunity more accurately as focusing exclusively on Ls Opportunity's fundamentals will not take into account other important factors: Ls Opportunity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ls Opportunity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ls Opportunity Fund, and traders can use it to determine the average amount a Ls Opportunity'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 = 0.0141
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LSOFX |
Estimated Market Risk
| 0.46 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 1 99% of assets perform better |
Based on monthly moving average Ls Opportunity is performing at about 1% 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 Ls Opportunity by adding it to a well-diversified portfolio.
Ls Opportunity Fundamentals Growth
LSOFX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ls Opportunity, and Ls Opportunity 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 LSOFX Mutual Fund performance.
| Price To Earning | 18.90 X | ||||
| Price To Book | 1.90 X | ||||
| Price To Sales | 1.98 X | ||||
About Ls Opportunity Performance
Evaluating Ls Opportunity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ls Opportunity 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 Ls Opportunity 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 will employ a research-driven, bottom-up stock selection process on both the long and short side. The advisor generally intends to take positions in equity securities, including common and preferred stocks and securities convertible into equity securities, and in other investment companies. It may also hold positions in foreign securities.Things to note about Ls Opportunity performance evaluation
Checking the ongoing alerts about Ls Opportunity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ls Opportunity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 25.54% of its assets in cash |
- Analyzing Ls Opportunity'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 Ls Opportunity's stock is overvalued or undervalued compared to its peers.
- Examining Ls Opportunity'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 Ls Opportunity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ls Opportunity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ls Opportunity's mutual fund. These opinions can provide insight into Ls Opportunity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in LSOFX Mutual Fund
Ls Opportunity financial ratios help investors to determine whether LSOFX 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 LSOFX with respect to the benefits of owning Ls Opportunity security.
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