Lord Abbett Calibrated Fund Manager Performance Evaluation
| LAMCX Fund | USD 24.32 0.11 0.45% |
The fund secures a Beta (Market Risk) of 0.0084, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Lord Abbett's returns are expected to increase less than the market. However, during the bear market, the loss of holding Lord Abbett is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Lord Abbett Calibrated are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Lord Abbett may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 1.6500 |
Lord |
Lord Abbett Relative Risk vs. Return Landscape
If you would invest 2,275 in Lord Abbett Calibrated on August 29, 2024 and sell it today you would earn a total of 157.00 from holding Lord Abbett Calibrated or generate 6.9% return on investment over 90 days. Lord Abbett Calibrated is currently producing 0.1068% returns and takes up 0.7148% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Lord, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lord Abbett Current Valuation
Undervalued
Today
Please note that Lord Abbett's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Lord Abbett Calibrated secures a last-minute Real Value of $26.18 per share. The latest price of the fund is $24.32. We determine the value of Lord Abbett Calibrated 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 Lord Abbett is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lord Mutual Fund. However, Lord Abbett'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 24.32 | Real 26.18 | Hype 24.32 | Naive 24.4 |
The intrinsic value of Lord Abbett'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 Lord Abbett'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 Lord Abbett Calibrated helps investors to forecast how Lord 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 Lord Abbett more accurately as focusing exclusively on Lord Abbett's fundamentals will not take into account other important factors: Lord Abbett Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lord Abbett's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lord Abbett Calibrated, and traders can use it to determine the average amount a Lord Abbett's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1495
| Best Portfolio | Best Equity | |||
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| Cash | LAMCX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Lord Abbett is performing at about 11% 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 Lord Abbett by adding it to a well-diversified portfolio.
Lord Abbett Fundamentals Growth
Lord Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lord Abbett, and Lord Abbett 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 Lord Mutual Fund performance.
| Price To Earning | 19.44 X | |||
| Price To Book | 3.60 X | |||
| Price To Sales | 1.49 X | |||
| Total Asset | 3.16 B | |||
About Lord Abbett Performance
Evaluating Lord Abbett's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lord Abbett 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 Lord Abbett 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 in equity securities of large and mid-sized companies that the funds portfolio management team believes have potential for long-term total return and consistent increases in their dividends over time resulting from their earnings growth. Lord Abbett is traded on NASDAQ Exchange in the United States.Things to note about Lord Abbett Calibrated performance evaluation
Checking the ongoing alerts about Lord Abbett for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lord Abbett Calibrated help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains all of its assets in stocks |
- Analyzing Lord Abbett'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 Lord Abbett's stock is overvalued or undervalued compared to its peers.
- Examining Lord Abbett'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 Lord Abbett's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lord Abbett's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lord Abbett's mutual fund. These opinions can provide insight into Lord Abbett's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lord Mutual Fund
Lord Abbett financial ratios help investors to determine whether Lord 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 Lord with respect to the benefits of owning Lord Abbett security.
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