Ladenburg Aggressive Growth Fund Manager Performance Evaluation
| LAWAX Fund | USD 21.31 0.05 0.23% |
The fund secures a Beta (Market Risk) of 0.87, which conveys possible diversification benefits within a given portfolio. Ladenburg Aggressive returns are very sensitive to returns on the market. As the market goes up or down, Ladenburg Aggressive is expected to follow.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Ladenburg Aggressive Growth are ranked lower than 16 (%) 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 December 2024.
...more| Expense Ratio | 1.1400 |
Ladenburg |
Ladenburg Aggressive Relative Risk vs. Return Landscape
If you would invest 1,952 in Ladenburg Aggressive Growth on August 31, 2024 and sell it today you would earn a total of 179.00 from holding Ladenburg Aggressive Growth or generate 9.17% return on investment over 90 days. Ladenburg Aggressive Growth is currently producing 0.1416% returns and takes up 0.6815% volatility of returns over 90 trading days. Put another way, 6% 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 $21.05 per share. The latest price of the fund is $21.31. 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 21.31 | Real 21.05 | Hype 21.31 | Naive 21.31 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ladenburg Aggressive's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ladenburg Aggressive Growth, and traders can use it to determine the average amount a Ladenburg Aggressive'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 = 0.2078
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | LAWAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Ladenburg Aggressive is performing at about 16% 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 Ladenburg Aggressive by adding it to a well-diversified portfolio.
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.Evaluating Ladenburg Aggressive's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Ladenburg Aggressive's mutual fund performance include:- 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.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |