Alphacentric Lifesci Healthcare Fund Manager Performance Evaluation
| LYFCX Fund | USD 13.06 0.05 0.38% |
The fund shows a Beta (market volatility) of 0.63, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Alphacentric Lifesci's returns are expected to increase less than the market. However, during the bear market, the loss of holding Alphacentric Lifesci is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Alphacentric Lifesci Healthcare has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Alphacentric Lifesci is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 2.4100 |
Alphacentric |
Alphacentric Lifesci Relative Risk vs. Return Landscape
If you would invest 1,371 in Alphacentric Lifesci Healthcare on August 26, 2024 and sell it today you would lose (65.00) from holding Alphacentric Lifesci Healthcare or give up 4.74% of portfolio value over 90 days. Alphacentric Lifesci Healthcare is currently producing negative expected returns and takes up 0.8188% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Alphacentric, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Alphacentric Lifesci Current Valuation
Fairly Valued
Today
Please note that Alphacentric Lifesci's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Alphacentric Lifesci shows a prevailing Real Value of $13.11 per share. The current price of the fund is $13.06. We determine the value of Alphacentric Lifesci from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Alphacentric Lifesci is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Alphacentric Mutual Fund. However, Alphacentric Lifesci'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 13.06 | Real 13.11 | Hype 13.06 | Naive 12.78 |
The intrinsic value of Alphacentric Lifesci'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 Alphacentric Lifesci'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 Alphacentric Lifesci Healthcare helps investors to forecast how Alphacentric 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 Alphacentric Lifesci more accurately as focusing exclusively on Alphacentric Lifesci's fundamentals will not take into account other important factors: Alphacentric Lifesci Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Alphacentric Lifesci's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Alphacentric Lifesci Healthcare, and traders can use it to determine the average amount a Alphacentric Lifesci'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 = -0.0872
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| Negative Returns | LYFCX |
Estimated Market Risk
| 0.82 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Alphacentric Lifesci 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 Alphacentric Lifesci by adding Alphacentric Lifesci to a well-diversified portfolio.
Alphacentric Lifesci Fundamentals Growth
Alphacentric Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Alphacentric Lifesci, and Alphacentric Lifesci 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 Alphacentric Mutual Fund performance.
| Total Asset | 39.47 M | ||||
About Alphacentric Lifesci Performance
Evaluating Alphacentric Lifesci's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Alphacentric Lifesci 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 Alphacentric Lifesci 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 market conditions, the fund invests at least 80 percent of its net assets plus borrowings for investment purposes in the securities of companies in the life sciences and healthcare sectors, which the managers define to be the category of companies related to producing or supplying facilities, supplies, technology, pharmaceuticals, equipment, devices or services for the preservation and care of a persons or animals health.Things to note about Alphacentric Lifesci performance evaluation
Checking the ongoing alerts about Alphacentric Lifesci for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Alphacentric Lifesci help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Alphacentric Lifesci generated a negative expected return over the last 90 days | |
| The fund maintains about 9.83% of its assets in cash |
- Analyzing Alphacentric Lifesci'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 Alphacentric Lifesci's stock is overvalued or undervalued compared to its peers.
- Examining Alphacentric Lifesci'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 Alphacentric Lifesci's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Alphacentric Lifesci's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Alphacentric Lifesci's mutual fund. These opinions can provide insight into Alphacentric Lifesci's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Alphacentric Mutual Fund
Alphacentric Lifesci financial ratios help investors to determine whether Alphacentric 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 Alphacentric with respect to the benefits of owning Alphacentric Lifesci security.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |