Lifex Inflation Protected Income Fund Manager Performance Evaluation
| LIIMX Fund | 27.43 0.00 0.00% |
The fund secures a Beta (Market Risk) of -0.0229, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Lifex Inflation-protec are expected to decrease at a much lower rate. During the bear market, Lifex Inflation-protec is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Lifex Inflation Protected Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Lifex Inflation-protec 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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Lifex Inflation-protec Relative Risk vs. Return Landscape
If you would invest 2,839 in Lifex Inflation Protected Income on September 3, 2024 and sell it today you would lose (96.00) from holding Lifex Inflation Protected Income or give up 3.38% of portfolio value over 90 days. Lifex Inflation Protected Income is currently producing negative expected returns and takes up 0.4875% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Lifex, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lifex Inflation-protec Current Valuation
Fairly Valued
Today
Please note that Lifex Inflation-protec's price fluctuation is very steady at this time. Lifex Inflation-protec secures a last-minute Real Value of USD27.65 per share. The latest price of the fund is USD27.43. Macroaxis essentially forecasts value of Lifex Inflation-protec from analyzing the fund technical indicators and probability of bankruptcy. Most investors recommend acquiring undervalued stocks and dropping overvalued stocks since, at some point, asset prices and their ongoing real values will merge together.
Since Lifex Inflation-protec is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lifex Mutual Fund. However, Lifex Inflation-protec'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 27.43 | Real 27.65 | Hype 27.43 | Naive 27.39 |
The intrinsic value of Lifex Inflation-protec'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 Lifex Inflation-protec'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 Lifex Inflation Protected Income helps investors to forecast how Lifex 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 Lifex Inflation-protec more accurately as focusing exclusively on Lifex Inflation-protec's fundamentals will not take into account other important factors: Lifex Inflation-protec Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lifex Inflation-protec's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lifex Inflation Protected Income, and traders can use it to determine the average amount a Lifex Inflation-protec'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 = -0.1259
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LIIMX |
Estimated Market Risk
| 0.49 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Lifex Inflation-protec 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 Lifex Inflation-protec by adding Lifex Inflation-protec to a well-diversified portfolio.
About Lifex Inflation-protec Performance
Evaluating Lifex Inflation-protec's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lifex Inflation-protec 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 Lifex Inflation-protec 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 will invest, at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in fixed income securities to support the funds inflation-linked distributions. The fund pursues its investment objective by investing in debt securities issued by the U.S. Treasury, primarily securities that are commonly known as TIPS, or other securities that are also backed by the full faith and credit of the U.S. government.Things to note about Lifex Inflation-protec performance evaluation
Checking the ongoing alerts about Lifex Inflation-protec for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lifex Inflation-protec help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lifex Inflation-protec is not yet fully synchronised with the market data | |
| Lifex Inflation-protec generated a negative expected return over the last 90 days |
- Analyzing Lifex Inflation-protec'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 Lifex Inflation-protec's stock is overvalued or undervalued compared to its peers.
- Examining Lifex Inflation-protec'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 Lifex Inflation-protec's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lifex Inflation-protec's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lifex Inflation-protec's mutual fund. These opinions can provide insight into Lifex Inflation-protec's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lifex Mutual Fund
Lifex Inflation-protec financial ratios help investors to determine whether Lifex 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 Lifex with respect to the benefits of owning Lifex Inflation-protec security.
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