Lsv Servative Value Fund Manager Performance Evaluation
| LVAVX Fund | USD 13.93 0.00 0.00% |
The fund secures a Beta (Market Risk) of -0.0347, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Lsv Conservative are expected to decrease at a much lower rate. During the bear market, Lsv Conservative is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Lsv Servative Value has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in March 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio | 0.6000 |
Lsv |
Lsv Conservative Relative Risk vs. Return Landscape
If you would invest 1,579 in Lsv Servative Value on November 9, 2024 and sell it today you would lose (186.00) from holding Lsv Servative Value or give up 11.78% of portfolio value over 90 days. Lsv Servative Value is currently producing negative expected returns and takes up 2.0971% volatility of returns over 90 trading days. Put another way, 18% of traded mutual funds are less volatile than Lsv, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lsv Conservative Current Valuation
Fairly Valued
Today
Please note that Lsv Conservative's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Lsv Servative Value secures a last-minute Real Value of $14.12 per share. The latest price of the fund is $13.93. We determine the value of Lsv Servative Value 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 Lsv Conservative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lsv Mutual Fund. However, Lsv Conservative'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 13.93 | Real 14.12 | Hype 13.93 | Naive 13.29 |
The intrinsic value of Lsv Conservative'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 Lsv Conservative'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 Lsv Servative Value helps investors to forecast how Lsv 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 Lsv Conservative more accurately as focusing exclusively on Lsv Conservative's fundamentals will not take into account other important factors: Lsv Conservative Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lsv Conservative's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lsv Servative Value, and traders can use it to determine the average amount a Lsv Conservative'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 = -0.1757
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LVAVX |
Estimated Market Risk
| 2.1 actual daily | 18 82% of assets are more volatile |
Expected Return
| -0.37 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.18 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Lsv Conservative 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 Lsv Conservative by adding Lsv Conservative to a well-diversified portfolio.
Lsv Conservative Fundamentals Growth
Lsv Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lsv Conservative, and Lsv Conservative 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 Lsv Mutual Fund performance.
| Total Asset | 141.63 M | |||
About Lsv Conservative Performance
Evaluating Lsv Conservative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lsv Conservative 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 Lsv Conservative 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities. The equity securities in which the fund invests are mainly common stocks. Although the fund may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of 1 billion or more at the time of purchase.Things to note about Lsv Servative Value performance evaluation
Checking the ongoing alerts about Lsv Conservative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lsv Servative Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lsv Servative Value is not yet fully synchronised with the market data | |
| Lsv Servative Value generated a negative expected return over the last 90 days | |
| The fund maintains 99.08% of its assets in stocks |
- Analyzing Lsv Conservative'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 Lsv Conservative's stock is overvalued or undervalued compared to its peers.
- Examining Lsv Conservative'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 Lsv Conservative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lsv Conservative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lsv Conservative's mutual fund. These opinions can provide insight into Lsv Conservative's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lsv Mutual Fund
Lsv Conservative financial ratios help investors to determine whether Lsv 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 Lsv with respect to the benefits of owning Lsv Conservative security.
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