Lincoln Inflation Plus Fund Manager Performance Evaluation

LFTEX Fund   11.42  0.19  1.69%   
The fund secures a Beta (Market Risk) of -0.0112, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Lincoln Inflation are expected to decrease at a much lower rate. During the bear market, Lincoln Inflation is likely to outperform the market.

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Lincoln Inflation Plus are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Lincoln Inflation may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more
  

Lincoln Inflation Relative Risk vs. Return Landscape

If you would invest  1,039  in Lincoln Inflation Plus on November 7, 2025 and sell it today you would earn a total of  103.00  from holding Lincoln Inflation Plus or generate 9.91% return on investment over 90 days. Lincoln Inflation Plus is currently producing 0.1603% returns and takes up 0.7343% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Lincoln, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Lincoln Inflation is expected to generate 0.97 times more return on investment than the market. However, the company is 1.03 times less risky than the market. It trades about 0.22 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 per unit of risk.

Lincoln Inflation Target Price Odds to finish over Current Price

The tendency of Lincoln 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 PriceHorizonTarget PriceOdds to move above the current price in 90 days
 11.42 90 days 11.42 
roughly 2.6
Based on a normal probability distribution, the odds of Lincoln Inflation to move above the current price in 90 days from now is roughly 2.6 (This Lincoln Inflation Plus probability density function shows the probability of Lincoln Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Lincoln Inflation Plus has a beta of -0.0112. This indicates as returns on the benchmark increase, returns on holding Lincoln Inflation are expected to decrease at a much lower rate. During a bear market, however, Lincoln Inflation Plus is likely to outperform the market. Additionally Lincoln Inflation Plus has an alpha of 0.1306, implying that it can generate a 0.13 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Lincoln Inflation Price Density   
       Price  

Predictive Modules for Lincoln Inflation

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Lincoln Inflation Plus. 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.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Lincoln Inflation's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Lincoln Inflation Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Lincoln Inflation is not an exception. The market had few large corrections towards the Lincoln Inflation'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 Lincoln Inflation Plus, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Lincoln Inflation within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.13
β
Beta against Dow Jones-0.01
σ
Overall volatility
0.35
Ir
Information ratio 0.11

Things to note about Lincoln Inflation Plus performance evaluation

Checking the ongoing alerts about Lincoln Inflation for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lincoln Inflation Plus help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Evaluating Lincoln Inflation's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Lincoln Inflation's mutual fund performance include:
  • Analyzing Lincoln Inflation'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 Lincoln Inflation's stock is overvalued or undervalued compared to its peers.
  • Examining Lincoln Inflation'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 Lincoln Inflation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lincoln Inflation's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Lincoln Inflation's mutual fund. These opinions can provide insight into Lincoln Inflation's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Lincoln Inflation's mutual fund performance is not an exact science, and many factors can impact Lincoln Inflation's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals