Laudus Large Cap Fund Manager Performance Evaluation
| LGILX Fund | USD 28.00 0.23 0.83% |
The fund secures a Beta (Market Risk) of 0.9, which conveys possible diversification benefits within a given portfolio. Laudus Large returns are very sensitive to returns on the market. As the market goes up or down, Laudus Large is expected to follow.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Laudus Large Cap are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak essential indicators, Laudus Large may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 5th of June 2023 | |
| Expense Ratio | 0.7400 |
Laudus |
Laudus Large Relative Risk vs. Return Landscape
If you would invest 2,507 in Laudus Large Cap on September 1, 2024 and sell it today you would earn a total of 293.00 from holding Laudus Large Cap or generate 11.69% return on investment over 90 days. Laudus Large Cap is currently producing 0.1776% returns and takes up 0.9774% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Laudus, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Laudus Large Current Valuation
Fairly Valued
Today
Please note that Laudus Large's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Laudus Large Cap secures a last-minute Real Value of $27.56 per share. The latest price of the fund is $28.0. We determine the value of Laudus Large Cap 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 Laudus Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Laudus Mutual Fund. However, Laudus Large'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 28.0 | Real 27.56 | Hype 28.0 | Naive 27.96 |
The intrinsic value of Laudus Large'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 Laudus Large'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 Laudus Large Cap helps investors to forecast how Laudus 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 Laudus Large more accurately as focusing exclusively on Laudus Large's fundamentals will not take into account other important factors: Laudus Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Laudus Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Laudus Large Cap, and traders can use it to determine the average amount a Laudus Large'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 = 0.1817
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | LGILX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.98 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Laudus Large is performing at about 14% 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 Laudus Large by adding it to a well-diversified portfolio.
Laudus Large Fundamentals Growth
Laudus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Laudus Large, and Laudus Large 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 Laudus Mutual Fund performance.
| Price To Earning | 32.93 X | ||||
| Price To Book | 5.03 X | ||||
| Price To Sales | 3.64 X | ||||
About Laudus Large Performance
Evaluating Laudus Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Laudus Large 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 Laudus Large 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 invests at least 80 percent of its net assets in equity securities of U.S. large capitalization companies. The adviser defines large capitalization companies as those with a market capitalization of at least 3 billion at the time of investment. In addition, up to 20 percent of the funds net assets may be invested in foreign equity securities. Investments in equity securities include common stock and preferred stock.Things to note about Laudus Large Cap performance evaluation
Checking the ongoing alerts about Laudus Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Laudus Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Laudus Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Laudus Large's mutual fund performance include:- Analyzing Laudus Large'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 Laudus Large's stock is overvalued or undervalued compared to its peers.
- Examining Laudus Large'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 Laudus Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Laudus Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Laudus Large's mutual fund. These opinions can provide insight into Laudus Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Laudus Mutual Fund
Laudus Large financial ratios help investors to determine whether Laudus 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 Laudus with respect to the benefits of owning Laudus Large security.
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