Large Capital Growth Fund Manager Performance Evaluation
| VLCGX Fund | USD 21.59 0.03 0.14% |
The fund secures a Beta (Market Risk) of 0.7, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Large Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Large Capital 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 Large Capital Growth are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Large Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7000 |
Large |
Large Capital Relative Risk vs. Return Landscape
If you would invest 2,043 in Large Capital Growth on August 31, 2024 and sell it today you would earn a total of 116.00 from holding Large Capital Growth or generate 5.68% return on investment over 90 days. Large Capital Growth is currently producing 0.0899% returns and takes up 0.6707% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Large, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Large Capital Current Valuation
Fairly Valued
Today
Please note that Large Capital's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Large Capital Growth secures a last-minute Real Value of $21.41 per share. The latest price of the fund is $21.59. We determine the value of Large Capital 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 Large Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Large Mutual Fund. However, Large Capital'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 21.59 | Real 21.41 | Hype 21.59 |
The intrinsic value of Large Capital'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 Large Capital'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 Large Capital Growth helps investors to forecast how Large 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 Large Capital more accurately as focusing exclusively on Large Capital's fundamentals will not take into account other important factors: Large Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Large Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Large Capital Growth, and traders can use it to determine the average amount a Large Capital'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 = 0.1341
| Best Portfolio | Best Equity | |||
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| Cash | VLCGX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.67 actual daily | 5 95% 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 Large Capital 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 Large Capital by adding it to a well-diversified portfolio.
Large Capital Fundamentals Growth
Large Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Large Capital, and Large Capital 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 Large Mutual Fund performance.
| Price To Earning | 21.80 X | |||
| Price To Book | 4.58 X | |||
| Price To Sales | 2.55 X | |||
| Total Asset | 772.19 M | |||
About Large Capital Performance
Evaluating Large Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Large Capital 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 Large Capital 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 meet its objective by investing, normally, at least 80 percent of its net assets in securities of large-cap companies. In complying with this 80 percent investment requirement, the fund will invest primarily in common stocks. Generally, large-cap companies will include companies whose market capitalizations, at the time of purchase, are equal to or greater than the market capitalization of the smallest company in the Russell 1000 Index during the most recent 12-month period.Things to note about Large Capital Growth performance evaluation
Checking the ongoing alerts about Large Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Large Capital 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 keeps 99.74% of its net assets in stocks |
- Analyzing Large Capital'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 Large Capital's stock is overvalued or undervalued compared to its peers.
- Examining Large Capital'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 Large Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Large Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Large Capital's mutual fund. These opinions can provide insight into Large Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Large Mutual Fund
Large Capital financial ratios help investors to determine whether Large 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 Large with respect to the benefits of owning Large Capital security.
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