Lifex Inflation-protec Financials
| LIAMX Fund | 19.93 0.00 0.00% |
Lifex |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Lifex Inflation-protec Fund Summary
Lifex Inflation-protec competes with Virtus Seix, Prudential Government, John Hancock, Franklin Adjustable, and Blackrock. The fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in fixed income securities to support the funds inflation-linked distributions. It pursues its investment objective by investing in debt securities issued by the U.S. Treasury, primarily securities that are commonly known as TIPS, or other securities that are also backed by the full faith and credit of the U.S. government.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | STONE RIDGE |
| Mutual Fund Category | Target Maturity |
| Benchmark | Dow Jones Industrial |
Lifex Inflation-protec Systematic Risk
Lifex Inflation-protec's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Lifex Inflation-protec volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Lifex Inflation-protec correlated with the market. If Beta is less than 0 Lifex Inflation-protec generally moves in the opposite direction as compared to the market. If Lifex Inflation-protec Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Lifex Inflation-protec is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Lifex Inflation-protec is generally in the same direction as the market. If Beta > 1 Lifex Inflation-protec moves generally in the same direction as, but more than the movement of the benchmark.
Lifex Inflation-protec November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Lifex Inflation-protec help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Lifex Inflation Protected Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Lifex Inflation Protected Income based on widely used predictive technical indicators. In general, we focus on analyzing Lifex Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Lifex Inflation-protec's daily price indicators and compare them against related drivers.
| Information Ratio | (0.66) | |||
| Maximum Drawdown | 1.22 | |||
| Value At Risk | (0.05) | |||
| Potential Upside | 0.3541 |
Other Information on Investing in Lifex Mutual Fund
Lifex Inflation-protec 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-protec security.
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