Ladenburg Aggressive Growth Fund Manager Performance Evaluation
| LAWAX Fund | USD 20.54 0.11 0.53% |
The fund secures a Beta (Market Risk) of 0.79, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Ladenburg Aggressive's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ladenburg Aggressive is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ladenburg Aggressive Growth are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Ladenburg Aggressive may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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Ladenburg |
Ladenburg Aggressive Relative Risk vs. Return Landscape
If you would invest 1,883 in Ladenburg Aggressive Growth on November 4, 2025 and sell it today you would earn a total of 171.00 from holding Ladenburg Aggressive Growth or generate 9.08% return on investment over 90 days. Ladenburg Aggressive Growth is currently producing 0.1464% returns and takes up 0.8804% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Ladenburg, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ladenburg Aggressive Current Valuation
Fairly Valued
Today
Please note that Ladenburg Aggressive's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Ladenburg Aggressive secures a last-minute Real Value of $20.27 per share. The latest price of the fund is $20.54. We determine the value of Ladenburg Aggressive 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 Ladenburg Aggressive is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ladenburg Mutual Fund. However, Ladenburg Aggressive'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 20.54 | Real 20.27 | Hype 20.54 | Naive 20.39 |
The intrinsic value of Ladenburg Aggressive'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 Ladenburg Aggressive'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 Ladenburg Aggressive Growth helps investors to forecast how Ladenburg 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 Ladenburg Aggressive more accurately as focusing exclusively on Ladenburg Aggressive's fundamentals will not take into account other important factors: Ladenburg Aggressive Target Price Odds to finish over Current Price
The tendency of Ladenburg 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 |
| 20.54 | 90 days | 20.54 | about 9.27 |
Based on a normal probability distribution, the odds of Ladenburg Aggressive to move above the current price in 90 days from now is about 9.27 (This Ladenburg Aggressive Growth probability density function shows the probability of Ladenburg Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Ladenburg Aggressive has a beta of 0.79. This indicates as returns on the market go up, Ladenburg Aggressive average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Ladenburg Aggressive Growth will be expected to be much smaller as well. Additionally Ladenburg Aggressive Growth has an alpha of 0.0635, implying that it can generate a 0.0635 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Ladenburg Aggressive Price Density |
| Price |
Predictive Modules for Ladenburg Aggressive
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Ladenburg Aggressive. 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.Ladenburg Aggressive Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Ladenburg Aggressive is not an exception. The market had few large corrections towards the Ladenburg Aggressive'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 Ladenburg Aggressive Growth, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ladenburg Aggressive within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.06 | |
β | Beta against Dow Jones | 0.79 | |
σ | Overall volatility | 0.74 | |
Ir | Information ratio | 0.06 |
Ladenburg Aggressive 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 Ladenburg Aggressive for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ladenburg Aggressive can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: The Fight For Slow And Boring Research - Asterisk Magazine | |
| The fund maintains 92.61% of its assets in stocks |
Ladenburg Aggressive Fundamentals Growth
Ladenburg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ladenburg Aggressive, and Ladenburg Aggressive 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 Ladenburg Mutual Fund performance.
| Total Asset | 38.21 M | |||
About Ladenburg Aggressive Performance
Evaluating Ladenburg Aggressive's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ladenburg Aggressive 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 Ladenburg Aggressive 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 seeks to achieve the funds investment objective by investing in a combination of equity, fixed income and alternative strategy exchange traded funds , exchange-traded notes and mutual funds . It may invest up to 60 percent of its net assets in underlying funds that primarily invest in foreign securities. The funds adviser invests the funds assets in the underlying funds in accordance with the following ranges Equity 70-100 Fixed Income 0-30 and Alternatives 0-20.Things to note about Ladenburg Aggressive performance evaluation
Checking the ongoing alerts about Ladenburg Aggressive for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ladenburg Aggressive help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: The Fight For Slow And Boring Research - Asterisk Magazine | |
| The fund maintains 92.61% of its assets in stocks |
- Analyzing Ladenburg Aggressive'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 Ladenburg Aggressive's stock is overvalued or undervalued compared to its peers.
- Examining Ladenburg Aggressive'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 Ladenburg Aggressive's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ladenburg Aggressive's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ladenburg Aggressive's mutual fund. These opinions can provide insight into Ladenburg Aggressive's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ladenburg Mutual Fund
Ladenburg Aggressive financial ratios help investors to determine whether Ladenburg 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 Ladenburg with respect to the benefits of owning Ladenburg Aggressive security.
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