Ladenburg Income Growth Fund Manager Performance Evaluation
| LNOIX Fund | USD 13.68 0.06 0.44% |
The fund secures a Beta (Market Risk) of 0.37, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Ladenburg Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ladenburg Income is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Ladenburg Income Growth are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Ladenburg Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of October 2022 | |
| Expense Ratio | 1.0900 |
Ladenburg |
Ladenburg Income Relative Risk vs. Return Landscape
If you would invest 1,319 in Ladenburg Income Growth on September 2, 2024 and sell it today you would earn a total of 49.00 from holding Ladenburg Income Growth or generate 3.71% return on investment over 90 days. Ladenburg Income Growth is currently producing 0.0577% returns and takes up 0.3626% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Ladenburg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ladenburg Income Current Valuation
Fairly Valued
Today
Please note that Ladenburg Income's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Ladenburg Income Growth secures a last-minute Real Value of $13.61 per share. The latest price of the fund is $13.68. We determine the value of Ladenburg Income Growth 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 Ladenburg Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ladenburg Mutual Fund. However, Ladenburg Income'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 13.68 | Real 13.61 | Hype 13.68 | Naive 13.73 |
The intrinsic value of Ladenburg Income'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 Ladenburg Income'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 Ladenburg Income Growth helps investors to forecast how Ladenburg 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 Ladenburg Income more accurately as focusing exclusively on Ladenburg Income's fundamentals will not take into account other important factors: Ladenburg Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ladenburg Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ladenburg Income Growth, and traders can use it to determine the average amount a Ladenburg Income'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 = 0.159
| Best Portfolio | Best Equity | |||
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| Cash | LNOIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.36 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Ladenburg Income is performing at about 12% 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 Ladenburg Income by adding it to a well-diversified portfolio.
Ladenburg Income Fundamentals Growth
Ladenburg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ladenburg Income, and Ladenburg Income 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 Ladenburg Mutual Fund performance.
| Total Asset | 60.99 M | ||||
About Ladenburg Income Performance
Evaluating Ladenburg Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ladenburg Income 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 Ladenburg Income 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 seeks to achieve its investment objective by investing in a combination of equity, fixed income and alternative strategy ETFs, ETNs and mutual funds. Its adviser invests the funds assets in the underlying funds in accordance with the following ranges Equity 20-50 Fixed Income 40-70 Alternatives 0-20. The fund may invest up to 25 percent of its net assets in underlying funds that primarily invest in foreign securities.Things to note about Ladenburg Income Growth performance evaluation
Checking the ongoing alerts about Ladenburg Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ladenburg Income Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 49.57% of its assets in bonds |
- Analyzing Ladenburg Income'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 Ladenburg Income's stock is overvalued or undervalued compared to its peers.
- Examining Ladenburg Income'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 Ladenburg Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ladenburg Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ladenburg Income's mutual fund. These opinions can provide insight into Ladenburg Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ladenburg Mutual Fund
Ladenburg Income financial ratios help investors to determine whether Ladenburg 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 Ladenburg with respect to the benefits of owning Ladenburg Income security.
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