Lsv Global Financials
| LVAGX Fund | USD 15.86 0.08 0.51% |
Lsv |
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.
Lsv Global Fund Summary
Lsv Global competes with Lsv Value, Lsv Small, Lsv Emerging, Lsv Value, and Lsv Global. The fund invests primarily in equity securities of companies located throughout the world. Under normal market conditions, it will invest in at least three countries, including the United States, and at least 40 percent of its assets will be invested in non-U.S. companies, in both developed and emerging market countries. Although the fund may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of 100 million or more at the time of purchase.Specialization | World Large-Stock Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Advisors Inner Circle |
| Mutual Fund Family | LSV Fund |
| Mutual Fund Category | World Large-Stock Value |
| Benchmark | Dow Jones Industrial |
| Phone | 888 386 3578 |
| Currency | USD - US Dollar |
Lsv Global Key Financial Ratios
Lsv Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lsv Global's current stock value. Our valuation model uses many indicators to compare Lsv Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lsv Global competition to find correlations between indicators driving Lsv Global's intrinsic value. More Info.Lsv Global Value is rated fourth overall fund in annual yield among similar funds. It also is rated fourth overall fund in year to date return among similar funds creating about 643.93 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Lsv Global's earnings, one of the primary drivers of an investment's value.Lsv Global Value Systematic Risk
Lsv Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Lsv Global 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Lsv Global Value correlated with the market. If Beta is less than 0 Lsv Global generally moves in the opposite direction as compared to the market. If Lsv Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Lsv Global Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Lsv Global is generally in the same direction as the market. If Beta > 1 Lsv Global moves generally in the same direction as, but more than the movement of the benchmark.
Lsv Global December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Lsv Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Lsv Global Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Lsv Global Value based on widely used predictive technical indicators. In general, we focus on analyzing Lsv Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Lsv Global's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7205 | |||
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 3.26 | |||
| Value At Risk | (1.10) | |||
| Potential Upside | 1.16 |
Other Information on Investing in Lsv Mutual Fund
Lsv Global 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 Global security.
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