Locorr Strategic Allocation Fund Manager Performance Evaluation
| LSAAX Fund | 10.37 0.04 0.39% |
The fund secures a Beta (Market Risk) of 0.68, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Locorr Strategic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Locorr Strategic is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Locorr Strategic Allocation are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Locorr Strategic is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreLocorr |
Locorr Strategic Relative Risk vs. Return Landscape
If you would invest 995.00 in Locorr Strategic Allocation on September 25, 2025 and sell it today you would earn a total of 38.00 from holding Locorr Strategic Allocation or generate 3.82% return on investment over 90 days. Locorr Strategic Allocation is currently producing 0.0615% returns and takes up 0.6319% volatility of returns over 90 trading days. Put another way, 5% 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 Strategic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Locorr Strategic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Locorr Strategic Allocation, and traders can use it to determine the average amount a Locorr Strategic'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 = 0.0973
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | LSAAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Based on monthly moving average Locorr Strategic is performing at about 7% 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 Locorr Strategic by adding it to a well-diversified portfolio.
Things to note about Locorr Strategic All performance evaluation
Checking the ongoing alerts about Locorr Strategic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Locorr Strategic All help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Locorr Strategic's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Locorr Strategic's mutual fund performance include:- Analyzing Locorr Strategic'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 Strategic's stock is overvalued or undervalued compared to its peers.
- Examining Locorr Strategic'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 Strategic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Locorr Strategic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Locorr Strategic's mutual fund. These opinions can provide insight into Locorr Strategic's potential for growth and whether the stock is currently undervalued or overvalued.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |