Locorr Hedged Core Fund Manager Performance Evaluation
| LHEAX Fund | 9.58 0.01 0.10% |
The fund secures a Beta (Market Risk) of 0.16, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Locorr Hedged's returns are expected to increase less than the market. However, during the bear market, the loss of holding Locorr Hedged is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Locorr Hedged Core has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Locorr Hedged is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Locorr Hedged Relative Risk vs. Return Landscape
If you would invest 959.00 in Locorr Hedged Core on September 1, 2024 and sell it today you would lose (1.00) from holding Locorr Hedged Core or give up 0.1% of portfolio value over 90 days. Locorr Hedged Core is currently producing negative expected returns and takes up 0.2738% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Locorr, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Locorr Hedged Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Locorr Hedged's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Locorr Hedged Core, and traders can use it to determine the average amount a Locorr Hedged'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 = -0.0046
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| Negative Returns | LHEAX |
Estimated Market Risk
| 0.27 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Locorr Hedged is not performing at its full potential. However, 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 Locorr Hedged by adding Locorr Hedged to a well-diversified portfolio.
Things to note about Locorr Hedged Core performance evaluation
Checking the ongoing alerts about Locorr Hedged for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Locorr Hedged Core help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Locorr Hedged Core generated a negative expected return over the last 90 days |
- Analyzing Locorr Hedged'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 Locorr Hedged's stock is overvalued or undervalued compared to its peers.
- Examining Locorr Hedged'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 Locorr Hedged's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Locorr Hedged's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Locorr Hedged's mutual fund. These opinions can provide insight into Locorr Hedged's potential for growth and whether the stock is currently undervalued or overvalued.
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