Leland Thomson Reuters Fund Manager Performance Evaluation
| LDVAX Fund | USD 26.29 0.18 0.69% |
The fund secures a Beta (Market Risk) of 1.48, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Leland Thomson will likely underperform.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Leland Thomson Reuters are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Leland Thomson showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of February 2020 | |
| Expense Ratio | 1.7500 |
Leland |
Leland Thomson Relative Risk vs. Return Landscape
If you would invest 2,190 in Leland Thomson Reuters on August 29, 2024 and sell it today you would earn a total of 439.00 from holding Leland Thomson Reuters or generate 20.05% return on investment over 90 days. Leland Thomson Reuters is currently producing 0.3011% returns and takes up 1.4732% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Leland, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Leland Thomson Current Valuation
Fairly Valued
Today
Please note that Leland Thomson's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Leland Thomson Reuters secures a last-minute Real Value of $26.45 per share. The latest price of the fund is $26.29. We determine the value of Leland Thomson Reuters 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 Leland Thomson is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Leland Mutual Fund. However, Leland Thomson'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 26.29 | Real 26.45 | Hype 26.11 |
The intrinsic value of Leland Thomson'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 Leland Thomson'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 Leland Thomson Reuters helps investors to forecast how Leland 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 Leland Thomson more accurately as focusing exclusively on Leland Thomson's fundamentals will not take into account other important factors: Leland Thomson Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Leland Thomson's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Leland Thomson Reuters, and traders can use it to determine the average amount a Leland Thomson'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 = 0.2044
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | LDVAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.47 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.3 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 16 84% of assets perform better |
Based on monthly moving average Leland Thomson 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 Leland Thomson by adding it to a well-diversified portfolio.
Leland Thomson Fundamentals Growth
Leland Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Leland Thomson, and Leland Thomson 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 Leland Mutual Fund performance.
| Total Asset | 75.77 M | ||||
About Leland Thomson Performance
Evaluating Leland Thomson's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Leland Thomson 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 Leland Thomson 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 will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in the component publicly listed assets included in the underlying index. The index seeks to replicate the aggregate gross performance of U.S. venture capital-backed companies by exclusively holding publicly listed assets. It does not invest in venture capital funds or start-up companies.Things to note about Leland Thomson Reuters performance evaluation
Checking the ongoing alerts about Leland Thomson for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Leland Thomson Reuters help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -5.0% | |
| Leland Thomson Reuters maintains 99.21% of its assets in stocks |
- Analyzing Leland Thomson'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 Leland Thomson's stock is overvalued or undervalued compared to its peers.
- Examining Leland Thomson'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 Leland Thomson's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Leland Thomson's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Leland Thomson's mutual fund. These opinions can provide insight into Leland Thomson's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Leland Mutual Fund
Leland Thomson financial ratios help investors to determine whether Leland 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 Leland with respect to the benefits of owning Leland Thomson security.
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