Edgar Lomax Value Fund Manager Performance Evaluation
| LOMAX Fund | USD 16.41 0.02 0.12% |
The fund shows a Beta (market volatility) of 0.82, which means possible diversification benefits within a given portfolio. As returns on the market increase, Edgar Lomax's returns are expected to increase less than the market. However, during the bear market, the loss of holding Edgar Lomax is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Edgar Lomax Value are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Edgar Lomax 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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| Expense Ratio | 0.7100 |
Edgar |
Edgar Lomax Relative Risk vs. Return Landscape
If you would invest 1,549 in Edgar Lomax Value on August 31, 2024 and sell it today you would earn a total of 92.00 from holding Edgar Lomax Value or generate 5.94% return on investment over 90 days. Edgar Lomax Value is currently producing 0.094% returns and takes up 0.7027% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Edgar, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Edgar Lomax Current Valuation
Overvalued
Today
Please note that Edgar Lomax's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Edgar Lomax Value shows a prevailing Real Value of $15.86 per share. The current price of the fund is $16.41. We determine the value of Edgar Lomax Value from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Edgar Lomax is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Edgar Mutual Fund. However, Edgar Lomax'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 16.41 | Real 15.86 | Hype 16.41 | Naive 16.57 |
The intrinsic value of Edgar Lomax'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 Edgar Lomax'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 Edgar Lomax Value helps investors to forecast how Edgar 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 Edgar Lomax more accurately as focusing exclusively on Edgar Lomax's fundamentals will not take into account other important factors: Edgar Lomax Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Edgar Lomax's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Edgar Lomax Value, and traders can use it to determine the average amount a Edgar Lomax'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 = 0.1338
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| Cash | LOMAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.7 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Edgar Lomax is performing at about 10% 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 Edgar Lomax by adding it to a well-diversified portfolio.
Edgar Lomax Fundamentals Growth
Edgar Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Edgar Lomax, and Edgar Lomax 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 Edgar Mutual Fund performance.
| Price To Earning | 17.75 X | |||
| Price To Book | 2.34 X | |||
| Price To Sales | 1.34 X | |||
| Total Asset | 104.09 M | |||
About Edgar Lomax Performance
Evaluating Edgar Lomax's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Edgar Lomax 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 Edgar Lomax 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 primarily in large, well-recognized companies. The advisor expects the funds portfolio to hold at least 20 percent of the stocks comprising the Standard Poors 100 Index, a capitalization-weighted index of 100 stocks from a broad range of industries. The fund will invest at least 85 percent of its total assets in equity securities, consisting of common stocks and other securities which have the characteristics of common stocks, including, but not limited to, convertible securities, ETFs, rights and warrants.Things to note about Edgar Lomax Value performance evaluation
Checking the ongoing alerts about Edgar Lomax for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Edgar Lomax Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Edgar Lomax's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Edgar Lomax's mutual fund performance include:- Analyzing Edgar Lomax'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 Edgar Lomax's stock is overvalued or undervalued compared to its peers.
- Examining Edgar Lomax'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 Edgar Lomax's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Edgar Lomax's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Edgar Lomax's mutual fund. These opinions can provide insight into Edgar Lomax's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Edgar Mutual Fund
Edgar Lomax financial ratios help investors to determine whether Edgar 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 Edgar with respect to the benefits of owning Edgar Lomax security.
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