The Long Term Fund Manager Performance Evaluation
| BGLKX Fund | USD 38.08 0.40 1.04% |
The fund secures a Beta (Market Risk) of 0.98, which conveys possible diversification benefits within a given portfolio. Long Term returns are very sensitive to returns on the market. As the market goes up or down, Long Term is expected to follow.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days The Long Term has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's forward-looking signals remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...moreLong |
Long Term Relative Risk vs. Return Landscape
If you would invest 4,189 in The Long Term on October 31, 2025 and sell it today you would lose (381.00) from holding The Long Term or give up 9.1% of portfolio value over 90 days. The Long Term is currently producing negative expected returns and takes up 1.1997% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Long, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Long Term Current Valuation
Fairly Valued
Today
Please note that Long Term's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Long Term secures a last-minute Real Value of $38.41 per share. The latest price of the fund is $38.08. We determine the value of Long Term 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 Long Term is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Long Mutual Fund. However, Long Term'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 38.08 | Real 38.41 | Hype 38.08 | Naive 37.7 |
The intrinsic value of Long Term'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 Long Term'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 The Long Term helps investors to forecast how Long 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 Long Term more accurately as focusing exclusively on Long Term's fundamentals will not take into account other important factors: Long Term Target Price Odds to finish over Current Price
The tendency of Long Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 38.08 | 90 days | 38.08 | about 85.11 |
Based on a normal probability distribution, the odds of Long Term to move above the current price in 90 days from now is about 85.11 (This The Long Term probability density function shows the probability of Long Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Long Term has a beta of 0.98 suggesting The Long Term market returns are sensitive to returns on the market. As the market goes up or down, Long Term is expected to follow. Additionally The Long Term has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Long Term Price Density |
| Price |
Predictive Modules for Long Term
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Long Term. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Long Term Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Long Term is not an exception. The market had few large corrections towards the Long Term's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold The Long Term, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Long Term within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.18 | |
β | Beta against Dow Jones | 0.98 | |
σ | Overall volatility | 1.21 | |
Ir | Information ratio | -0.15 |
Long Term Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Long Term for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Long Term can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Long Term generated a negative expected return over the last 90 days | |
| The fund generated five year return of 0.0% | |
| Long Term holds all of its assets under management (AUM) in equities |
Long Term Fundamentals Growth
Long Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Long Term, and Long Term 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 Long Mutual Fund performance.
| Total Asset | 558.98 M | ||||
About Long Term Performance
Evaluating Long Term's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Long Term 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 Long Term 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. While the portfolio managers are not constrained by geographic limitations, it ordinarily invests in securities of issuers located in at least six different countries. In addition, under normal circumstances, the fund will invest at least 40 percent of its total assets in securities of companies located outside the U.S. when market conditions are favorable, but, when market conditions are not favorable, will invest at least 30 percent of its total assets in companies located outside the U.S. -null-. It is non-diversified.Things to note about Long Term performance evaluation
Checking the ongoing alerts about Long Term for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Long Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Long Term generated a negative expected return over the last 90 days | |
| The fund generated five year return of 0.0% | |
| Long Term holds all of its assets under management (AUM) in equities |
- Analyzing Long Term'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 Long Term's stock is overvalued or undervalued compared to its peers.
- Examining Long Term'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 Long Term's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Long Term's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Long Term's mutual fund. These opinions can provide insight into Long Term's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Long Mutual Fund
Long Term financial ratios help investors to determine whether Long 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 Long with respect to the benefits of owning Long Term security.
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