Lsv Value Equity Fund Manager Performance Evaluation
| LSVEX Fund | USD 30.50 0.08 0.26% |
The fund secures a Beta (Market Risk) of 1.03, which conveys a somewhat significant risk relative to the market. Lsv Value returns are very sensitive to returns on the market. As the market goes up or down, Lsv Value is expected to follow.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Lsv Value Equity are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Lsv Value may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.6800 |
Lsv |
Lsv Value Relative Risk vs. Return Landscape
If you would invest 2,812 in Lsv Value Equity on September 2, 2024 and sell it today you would earn a total of 238.00 from holding Lsv Value Equity or generate 8.46% return on investment over 90 days. Lsv Value Equity is currently producing 0.1304% returns and takes up 0.8364% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Lsv, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lsv Value Current Valuation
Fairly Valued
Today
Please note that Lsv Value's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Lsv Value Equity secures a last-minute Real Value of $30.12 per share. The latest price of the fund is $30.5. We determine the value of Lsv Value Equity 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 Lsv Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lsv Mutual Fund. However, Lsv Value'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 30.5 | Real 30.12 | Hype 30.5 | Naive 30.54 |
The intrinsic value of Lsv Value'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 Lsv Value'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 Lsv Value Equity helps investors to forecast how Lsv 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 Lsv Value more accurately as focusing exclusively on Lsv Value's fundamentals will not take into account other important factors: Lsv Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lsv Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lsv Value Equity, and traders can use it to determine the average amount a Lsv Value'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 = 0.156
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | LSVEX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Lsv Value is performing at about 12% 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 Lsv Value by adding it to a well-diversified portfolio.
Lsv Value Fundamentals Growth
Lsv Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lsv Value, and Lsv Value 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 Lsv Mutual Fund performance.
| Price To Earning | 13.59 X | ||||
| Price To Book | 1.51 X | ||||
| Price To Sales | 0.88 X | ||||
| Total Asset | 1.14 B | ||||
About Lsv Value Performance
Evaluating Lsv Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lsv Value 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 Lsv Value 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 at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities. The equity securities in which the fund invests are mainly common stocks. Although the fund may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of 1 billion or more at the time of purchase.Things to note about Lsv Value Equity performance evaluation
Checking the ongoing alerts about Lsv Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lsv Value Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Lsv Value's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Lsv Value's mutual fund performance include:- Analyzing Lsv Value'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 Lsv Value's stock is overvalued or undervalued compared to its peers.
- Examining Lsv Value'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 Lsv Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lsv Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lsv Value's mutual fund. These opinions can provide insight into Lsv Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lsv Mutual Fund
Lsv Value financial ratios help investors to determine whether Lsv 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 Lsv with respect to the benefits of owning Lsv Value security.
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