Lifex Inflation Protected Income Fund Alpha and Beta Analysis

LIAUX Fund   23.17  0.00  0.00%   
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Lifex Inflation Protected Income. It also helps investors analyze the systematic and unsystematic risks associated with investing in Lifex Inflation over a specified time horizon. Remember, high Lifex Inflation's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Lifex Inflation's market risk premium analysis include:
Beta
(0.01)
Alpha
0.009783
Risk
0.0
Sharpe Ratio
0.0
Expected Return
0.0
Please note that although Lifex Inflation alpha is a measure of relative return and represented here as a single number, it indicates the percentage above or below your selected benchmark (i.e., Dow Jones Industrial index.) So in this particular case, Lifex Inflation did 0.01  better than the index. Remember, a high alpha is always good. Beta, on the other hand, measures the volatility (or risk) of an investment. It is an indication of Lifex Inflation Protected Income fund's relative risk over its benchmark. Lifex Inflation Prot has a beta of 0.01  . As returns on the market increase, returns on owning Lifex Inflation are expected to decrease at a much lower rate. During the bear market, Lifex Inflation is likely to outperform the market. .
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
  
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 employment.

Lifex Inflation Market Premiums

Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Lifex Inflation market risk premium is the additional return an investor will receive from holding Lifex Inflation long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Lifex Inflation. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Lifex Inflation's performance over market.
α0.01   β-0.0066

Lifex Inflation Opportunities

Lifex Inflation Return and Market Media

The Fund received some media coverage during the period.
 Price Growth (%)  
       Timeline  
1
John Lieux Obituary - Gonzales, LA - Dignity Memorial
10/17/2024

About Lifex Inflation Beta and Alpha

For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Lifex or other funds. Alpha measures the amount that position in Lifex Inflation Prot has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Lifex Inflation in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Lifex Inflation's short interest history, or implied volatility extrapolated from Lifex Inflation options trading.

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Other Information on Investing in Lifex Mutual Fund

Lifex Inflation financial ratios help investors to determine whether Lifex 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 Lifex with respect to the benefits of owning Lifex Inflation security.
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