The Large Cap Value Manager Performance
The fund secures a Beta (Market Risk) of 0.0, which conveys not very significant fluctuations relative to the market. the returns on MARKET and Large Cap are completely uncorrelated.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days The Large Cap Value has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Large Cap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 14.74 | |
| Fifty Two Week High | 19.93 | |
| Annual Report Expense Ratio | 0.70% |
Large |
Large Cap Relative Risk vs. Return Landscape
If you would invest (100.00) in The Large Cap Value on October 19, 2025 and sell it today you would earn a total of 100.00 from holding The Large Cap Value or generate -100.0% return on investment over 90 days. The Large Cap Value is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% 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 Cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Large Cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Large Cap Value, and traders can use it to determine the average amount a Large Cap'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 = 0.0
| High Returns | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Large Cap 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 Large Cap by adding Large Cap to a well-diversified portfolio.
Large Cap Fundamentals Growth
Large Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Large Cap, and Large Cap 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 | 19.79 X | |||
| Price To Book | 2.29 X | |||
| Price To Sales | 1.23 X | |||
| Total Asset | 50.7 M | |||
Things to note about Large Cap performance evaluation
Checking the ongoing alerts about Large Cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Large Cap is not yet fully synchronised with the market data | |
| Large Cap has some characteristics of a very speculative penny stock | |
| Large Cap has a very high chance of going through financial distress in the upcoming years | |
| The fund retains 98.88% of its assets under management (AUM) in equities |
- Analyzing Large Cap'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 Cap's stock is overvalued or undervalued compared to its peers.
- Examining Large Cap'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 Cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Large Cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Large Cap's mutual fund. These opinions can provide insight into Large Cap's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in median. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
Other Consideration for investing in Large Mutual Fund
If you are still planning to invest in Large Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Large Cap's history and understand the potential risks before investing.
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