Lkcm Aquinas Catholic Fund Manager Performance Evaluation
| AQEIX Fund | USD 19.89 0.08 0.40% |
The fund secures a Beta (Market Risk) of 0.77, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Lkcm Aquinas' returns are expected to increase less than the market. However, during the bear market, the loss of holding Lkcm Aquinas is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Lkcm Aquinas Catholic are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Lkcm Aquinas may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.0100 |
Lkcm |
Lkcm Aquinas Relative Risk vs. Return Landscape
If you would invest 1,878 in Lkcm Aquinas Catholic on August 30, 2024 and sell it today you would earn a total of 119.00 from holding Lkcm Aquinas Catholic or generate 6.34% return on investment over 90 days. Lkcm Aquinas Catholic is currently producing 0.1001% returns and takes up 0.7115% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Lkcm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lkcm Aquinas Current Valuation
Fairly Valued
Today
Please note that Lkcm Aquinas' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Lkcm Aquinas Catholic secures a last-minute Real Value of $19.74 per share. The latest price of the fund is $19.89. We determine the value of Lkcm Aquinas Catholic 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 Lkcm Aquinas is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lkcm Mutual Fund. However, Lkcm Aquinas' 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 19.89 | Real 19.74 | Hype 19.97 | Naive 19.89 |
The intrinsic value of Lkcm Aquinas' 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 Lkcm Aquinas' 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 Lkcm Aquinas Catholic helps investors to forecast how Lkcm 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 Lkcm Aquinas more accurately as focusing exclusively on Lkcm Aquinas' fundamentals will not take into account other important factors: Lkcm Aquinas Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lkcm Aquinas' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lkcm Aquinas Catholic, and traders can use it to determine the average amount a Lkcm Aquinas' 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 = 0.1406
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| Cash | AQEIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Lkcm Aquinas is performing at about 11% 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 Lkcm Aquinas by adding it to a well-diversified portfolio.
Lkcm Aquinas Fundamentals Growth
Lkcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lkcm Aquinas, and Lkcm Aquinas 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 Lkcm Mutual Fund performance.
| Price To Earning | 20.19 X | |||
| Price To Book | 2.47 X | |||
| Price To Sales | 1.95 X | |||
About Lkcm Aquinas Performance
Evaluating Lkcm Aquinas' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lkcm Aquinas 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 Lkcm Aquinas 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 at least 80 percent of its net assets in equity securities. It primarily invests in companies the Adviser believes are likely to have above-average growth in revenues andor earnings, above-average returns on shareholders equity, potential for above-average capital appreciation, andor companies the Adviser believes have attractive relative valuations.Things to note about Lkcm Aquinas Catholic performance evaluation
Checking the ongoing alerts about Lkcm Aquinas for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lkcm Aquinas Catholic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 98.78% of its assets under management (AUM) in equities |
- Analyzing Lkcm Aquinas' 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 Lkcm Aquinas' stock is overvalued or undervalued compared to its peers.
- Examining Lkcm Aquinas' 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 Lkcm Aquinas' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lkcm Aquinas' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lkcm Aquinas' mutual fund. These opinions can provide insight into Lkcm Aquinas' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lkcm Mutual Fund
Lkcm Aquinas financial ratios help investors to determine whether Lkcm 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 Lkcm with respect to the benefits of owning Lkcm Aquinas security.
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