Lkcm Small Mid Cap Fund Price on November 1, 2024
| LKSMX Fund | USD 12.29 0.15 1.24% |
Below is the normalized historical share price chart for Lkcm Small Mid Cap extending back to May 02, 2011. 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 Small-mid stands at 12.29, as last reported on the 24th of November, with the highest price reaching 12.29 and the lowest price hitting 12.29 during the day.
If you're considering investing in Lkcm Mutual Fund, it is important to understand the factors that can impact its price. Lkcm Small-mid appears to be very steady, given 3 months investment horizon. Lkcm Small Mid has Sharpe Ratio of 0.23, which conveys that the entity had a 0.23% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Lkcm Small-mid, which you can use to evaluate the volatility of the fund. Please exercise Lkcm Small-mid's Downside Deviation of 0.9854, mean deviation of 0.7468, and Risk Adjusted Performance of 0.2004 to check out if our risk estimates are consistent with your expectations.
Lkcm Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Lkcm |
Sharpe Ratio = 0.2336
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Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 18 82% of assets perform better |
Based on monthly moving average Lkcm Small-mid is performing at about 18% 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 Small-mid by adding it to a well-diversified portfolio.
Lkcm Small-mid Valuation on November 1, 2024
It is possible to determine the worth of Lkcm Small-mid on a given historical date. On November 1, 2024 Lkcm was worth 10.97 at the beginning of the trading date compared to the closed value of 10.97. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Lkcm Small-mid mutual fund. Still, in general, we apply an absolute valuation method to find Lkcm Small-mid'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 Small-mid where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Lkcm Small-mid's related companies.
| Open | High | Low | Close | Volume | |
| 10.91 | 10.91 | 10.91 | 10.91 | 1.00 | |
11/01/2024 | 10.97 | 10.97 | 10.97 | 10.97 | 1.00 |
| 11.01 | 11.01 | 11.01 | 11.01 | 1.00 |
| Backtest Lkcm Small-mid | | | Lkcm Small-mid History | | | Lkcm Small-mid Valuation | Previous | Next |
Lkcm Small-mid Trading Date Momentum on November 1, 2024
| On November 04 2024 Lkcm Small Mid Cap was traded for 11.01 at the closing time. The highest daily price throughout the period was 11.01 and the lowest price was 11.01 . There was no trading activity during the period 1.0. Lack of trading volume on 11/04/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.36% . The trading delta at closing time to current closing price is 9.75% . |
Lkcm Small Mid Fundamentals Correlations and Trends
By evaluating Lkcm Small-mid'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 Small-mid'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 Small-mid Mutual Fund history
Lkcm Small-mid 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 Small Mid 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 Small-mid stock prices may prove useful in developing a viable investing in Lkcm Small-mid
The fund seeks to achieve its investment objective by investing under normal circumstances at least 80 percent of its net assets in equity securities of small-mid capitalization companies. The fund primarily chooses investments that the Adviser believes are likely to have above-average growth in revenue andor earnings and potential for above-average capital appreciation.
Lkcm Small-mid Mutual Fund Technical Analysis
Lkcm Small-mid 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 Small-mid Period Price Range
Low | November 24, 2024
| High |
0.00 | 0.00 |
Lkcm Small Mid Cap 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 Small-mid November 24, 2024 Market Strength
Market strength indicators help investors to evaluate how Lkcm Small-mid 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 Small-mid shares will generate the highest return on investment. By undertsting and applying Lkcm Small-mid mutual fund market strength indicators, traders can identify Lkcm Small Mid Cap entry and exit signals to maximize returns
Lkcm Small-mid Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Lkcm Small-mid'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 | 0.2004 | |||
| Jensen Alpha | 0.1098 | |||
| Total Risk Alpha | 0.0919 | |||
| Sortino Ratio | 0.1324 | |||
| Treynor Ratio | 0.2146 |
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| Volume Indicators |
Other Information on Investing in Lkcm Mutual Fund
Lkcm Small-mid 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 Small-mid security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Transaction History View history of all your transactions and understand their impact on performance |