Leader Total Return Fund Manager Performance Evaluation
| LCTRX Fund | USD 11.14 0.00 0.00% |
The fund secures a Beta (Market Risk) of -0.0258, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Leader Total are expected to decrease at a much lower rate. During the bear market, Leader Total is likely to outperform the market.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Leader Total Return are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Leader Total is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 17th of May 2023 | |
| Expense Ratio | 1.3200 |
Leader |
Leader Total Relative Risk vs. Return Landscape
If you would invest 1,103 in Leader Total Return on September 1, 2024 and sell it today you would earn a total of 11.00 from holding Leader Total Return or generate 1.0% return on investment over 90 days. Leader Total Return is currently producing 0.0158% returns and takes up 0.1007% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Leader, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Leader Total Current Valuation
Overvalued
Today
Please note that Leader Total's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Leader Total Return secures a last-minute Real Value of $10.85 per share. The latest price of the fund is $11.14. We determine the value of Leader Total Return 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 Leader Total is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Leader Mutual Fund. However, Leader Total'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 11.14 | Real 10.85 | Hype 11.14 | Naive 11.11 |
The intrinsic value of Leader Total'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 Leader Total'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 Leader Total Return helps investors to forecast how Leader 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 Leader Total more accurately as focusing exclusively on Leader Total's fundamentals will not take into account other important factors: Leader Total Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Leader Total's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Leader Total Return, and traders can use it to determine the average amount a Leader Total'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 = 0.157
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| LCTRX |
Based on monthly moving average Leader Total is performing at about 12% 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 Leader Total by adding it to a well-diversified portfolio.
Leader Total Fundamentals Growth
Leader Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Leader Total, and Leader Total 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 Leader Mutual Fund performance.
| Total Asset | 28.6 M | ||||
About Leader Total Performance
Evaluating Leader Total's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Leader Total 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 Leader Total 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any amount of borrowings for investment purposes, in high-quality income-producing debt securities. The advisor defines high-quality as being rated at the time of purchase as no lower than the A category by Standard Poors Ratings Group, Moodys Investors Service, or Fitch Ratings, Inc.Things to note about Leader Total Return performance evaluation
Checking the ongoing alerts about Leader Total for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Leader Total Return 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 about 16.87% of its assets in cash |
- Analyzing Leader Total'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 Leader Total's stock is overvalued or undervalued compared to its peers.
- Examining Leader Total'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 Leader Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Leader Total's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Leader Total's mutual fund. These opinions can provide insight into Leader Total's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Leader Mutual Fund
Leader Total financial ratios help investors to determine whether Leader 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 Leader with respect to the benefits of owning Leader Total security.
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |