Leisure Portfolio Leisure Fund Manager Performance Evaluation
| FDLSX Fund | USD 17.47 0.39 2.28% |
The fund secures a Beta (Market Risk) of 1.01, which conveys a somewhat significant risk relative to the market. Leisure Portfolio returns are very sensitive to returns on the market. As the market goes up or down, Leisure Portfolio is expected to follow.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Leisure Portfolio Leisure are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Leisure Portfolio showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 29th of April 2025 | |
| Expense Ratio | 0.6900 |
Leisure |
Leisure Portfolio Relative Risk vs. Return Landscape
If you would invest 1,504 in Leisure Portfolio Leisure on November 9, 2025 and sell it today you would earn a total of 243.00 from holding Leisure Portfolio Leisure or generate 16.16% return on investment over 90 days. Leisure Portfolio Leisure is currently producing 0.2631% returns and takes up 1.9234% volatility of returns over 90 trading days. Put another way, 17% of traded mutual funds are less volatile than Leisure, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Leisure Portfolio Current Valuation
Undervalued
Today
Please note that Leisure Portfolio's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Leisure Portfolio Leisure secures a last-minute Real Value of $18.1 per share. The latest price of the fund is $17.47. We determine the value of Leisure Portfolio Leisure from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Leisure Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Leisure Mutual Fund. However, Leisure Portfolio's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 17.47 | Real 18.1 | Hype 17.47 | Naive 17.71 |
The intrinsic value of Leisure Portfolio's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Leisure Portfolio's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Leisure Portfolio Leisure helps investors to forecast how Leisure mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Leisure Portfolio more accurately as focusing exclusively on Leisure Portfolio's fundamentals will not take into account other important factors: Leisure Portfolio Target Price Odds to finish over Current Price
The tendency of Leisure Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 17.47 | 90 days | 17.47 | about 20.09 |
Based on a normal probability distribution, the odds of Leisure Portfolio to move above the current price in 90 days from now is about 20.09 (This Leisure Portfolio Leisure probability density function shows the probability of Leisure Mutual Fund to fall within a particular range of prices over 90 days) .
Leisure Portfolio Price Density |
| Price |
Predictive Modules for Leisure Portfolio
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Leisure Portfolio Leisure. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Leisure Portfolio's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Leisure Portfolio Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Leisure Portfolio is not an exception. The market had few large corrections towards the Leisure Portfolio's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Leisure Portfolio Leisure, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Leisure Portfolio within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.15 | |
β | Beta against Dow Jones | 1.01 | |
σ | Overall volatility | 1.30 | |
Ir | Information ratio | 0.08 |
Leisure Portfolio Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Leisure Portfolio for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Leisure Portfolio Leisure can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 99.68% of its assets under management (AUM) in equities |
Leisure Portfolio Fundamentals Growth
Leisure Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Leisure Portfolio, and Leisure Portfolio fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Leisure Mutual Fund performance.
| Price To Earning | 25.51 X | ||||
| Price To Book | 7.73 X | ||||
| Price To Sales | 2.59 X | ||||
| Total Asset | 591.73 M | ||||
About Leisure Portfolio Performance
Evaluating Leisure Portfolio's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Leisure Portfolio has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Leisure Portfolio has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in common stocks. It invests at least 80 percent of assets in securities of companies principally engaged in the design, production, or distribution of goods or services in the leisure industries. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.Things to note about Leisure Portfolio Leisure performance evaluation
Checking the ongoing alerts about Leisure Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Leisure Portfolio Leisure help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.68% of its assets under management (AUM) in equities |
- Analyzing Leisure Portfolio's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Leisure Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Leisure Portfolio's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Leisure Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Leisure Portfolio's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Leisure Portfolio's mutual fund. These opinions can provide insight into Leisure Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Leisure Mutual Fund
Leisure Portfolio financial ratios help investors to determine whether Leisure 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 Leisure with respect to the benefits of owning Leisure Portfolio security.
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