Lkcm Balanced Fund Price on November 14, 2024
| LKBAX Fund | USD 29.43 0.12 0.41% |
Below is the normalized historical share price chart for Lkcm Balanced Fund extending back to December 07, 2000. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Lkcm Balanced stands at 29.43, as last reported on the 24th of November, with the highest price reaching 29.43 and the lowest price hitting 29.43 during the day.
If you're considering investing in Lkcm Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Lkcm Mutual Fund to be very steady. Lkcm Balanced has Sharpe Ratio of 0.14, which conveys that the entity had a 0.14% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Lkcm Balanced, which you can use to evaluate the volatility of the fund. Please verify Lkcm Balanced's Mean Deviation of 0.3343, downside deviation of 0.4416, and Risk Adjusted Performance of 0.1142 to check out if the risk estimate we provide is consistent with the expected return of 0.0607%.
Lkcm Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Lkcm |
Sharpe Ratio = 0.1367
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| Cash | LKBAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.44 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Lkcm Balanced is performing at about 10% 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 Lkcm Balanced by adding it to a well-diversified portfolio.
Lkcm Balanced Valuation on November 14, 2024
It is possible to determine the worth of Lkcm Balanced on a given historical date. On November 14, 2024 Lkcm was worth 29.26 at the beginning of the trading date compared to the closed value of 29.26. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Lkcm Balanced mutual fund. Still, in general, we apply an absolute valuation method to find Lkcm Balanced's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Lkcm Balanced where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Lkcm Balanced's related companies.
| Open | High | Low | Close | Volume | |
| 29.41 | 29.41 | 29.41 | 29.41 | 1.00 | |
11/14/2024 | 29.26 | 29.26 | 29.26 | 29.26 | 1.00 |
| 29.03 | 29.03 | 29.03 | 29.03 | 1.00 |
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Lkcm Balanced Trading Date Momentum on November 14, 2024
| On November 15 2024 Lkcm Balanced Fund was traded for 29.03 at the closing time. The highest daily price throughout the period was 29.03 and the lowest price was 29.03 . There was no trading activity during the period 1.0. Lack of trading volume on 11/15/2024 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.79% . The trading delta at closing time to current closing price is 0.58% . |
Lkcm Balanced Fundamentals Correlations and Trends
By evaluating Lkcm Balanced's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Lkcm Balanced's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Lkcm financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Lkcm Balanced Mutual Fund history
Lkcm Balanced investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Lkcm is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Lkcm Balanced will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Lkcm Balanced stock prices may prove useful in developing a viable investing in Lkcm Balanced
The fund seeks to achieve its investment objective by investing primarily in a portfolio of equity and fixed income securities. It seeks to invest in the equity securities of high quality companies that typically exhibit certain characteristics, including high profitability levels, strong balance sheet quality, competitive advantages, ability to generate excess cash flows, meaningful management ownership stakes, attractive reinvestment opportunities, strong market share positions, andor attractive relative valuation.
Lkcm Balanced Mutual Fund Technical Analysis
Lkcm Balanced technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Lkcm Balanced Period Price Range
Low | November 24, 2024
| High |
0.00 | 0.00 |
Lkcm Balanced Fund cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Lkcm Balanced November 24, 2024 Market Strength
Market strength indicators help investors to evaluate how Lkcm Balanced mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Lkcm Balanced shares will generate the highest return on investment. By undertsting and applying Lkcm Balanced mutual fund market strength indicators, traders can identify Lkcm Balanced Fund entry and exit signals to maximize returns
Lkcm Balanced Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Lkcm Balanced's price direction in advance. Along with the technical and fundamental analysis of Lkcm Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Lkcm to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1142 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.14) | |||
| Treynor Ratio | 0.1174 |
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Other Information on Investing in Lkcm Mutual Fund
Lkcm Balanced financial ratios help investors to determine whether Lkcm 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 Lkcm with respect to the benefits of owning Lkcm Balanced security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |