Leisure Portfolio Leisure Fund Manager Performance Evaluation
| FDLSX Fund | USD 21.29 0.24 1.11% |
The fund secures a Beta (Market Risk) of 0.35, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Leisure Portfolio's returns are expected to increase less than the market. However, during the bear market, the loss of holding Leisure Portfolio is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Leisure Portfolio Leisure are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Leisure Portfolio is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Buy 3 Consumer Discretionary Mutual Funds With Increasing Retail Sales - Zacks Investment Research | 12/18/2024 |
2 | 3 Solid Mutual Funds to Buy as Retail Sales Continue to Grow - Yahoo Finance | 01/21/2025 |
| Expense Ratio Date | 29th of April 2023 | |
| Expense Ratio | 0.7000 |
Leisure |
Leisure Portfolio Relative Risk vs. Return Landscape
If you would invest 2,108 in Leisure Portfolio Leisure on November 3, 2024 and sell it today you would earn a total of 21.00 from holding Leisure Portfolio Leisure or generate 1.0% return on investment over 90 days. Leisure Portfolio Leisure is currently producing 0.0233% returns and takes up 1.1635% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Leisure, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Leisure Portfolio Current Valuation
Fairly Valued
Today
Please note that Leisure Portfolio's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Leisure Portfolio Leisure secures a last-minute Real Value of $21.35 per share. The latest price of the fund is $21.29. We determine the value of Leisure Portfolio Leisure 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 Leisure Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Leisure Mutual Fund. However, Leisure Portfolio'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 21.29 | Real 21.35 | Hype 21.29 | Naive 21.95 |
The intrinsic value of Leisure Portfolio'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 Leisure Portfolio'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 Leisure Portfolio Leisure helps investors to forecast how Leisure 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 Leisure Portfolio more accurately as focusing exclusively on Leisure Portfolio's fundamentals will not take into account other important factors: Leisure Portfolio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Leisure Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Leisure Portfolio Leisure, and traders can use it to determine the average amount a Leisure Portfolio'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 = 0.02
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FDLSX |
Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Leisure Portfolio is performing at about 1% 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 Leisure Portfolio by adding it to a well-diversified portfolio.
Leisure Portfolio Fundamentals Growth
Leisure Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Leisure Portfolio, and Leisure Portfolio 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 Leisure Mutual Fund performance.
| Price To Earning | 25.51 X | |||
| Price To Book | 7.73 X | |||
| Price To Sales | 2.59 X | |||
About Leisure Portfolio Performance
Evaluating Leisure Portfolio's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Leisure Portfolio 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 Leisure Portfolio 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 primarily in common stocks. It invests at least 80 percent of assets in securities of companies principally engaged in the design, production, or distribution of goods or services in the leisure industries. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.Things to note about Leisure Portfolio Leisure performance evaluation
Checking the ongoing alerts about Leisure Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Leisure Portfolio Leisure help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: 3 Solid Mutual Funds to Buy as Retail Sales Continue to Grow - Yahoo Finance | |
| The fund retains 99.68% of its assets under management (AUM) in equities |
- Analyzing Leisure Portfolio'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 Leisure Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Leisure Portfolio'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 Leisure Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Leisure Portfolio's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Leisure Portfolio's mutual fund. These opinions can provide insight into Leisure Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Leisure Mutual Fund
Leisure Portfolio financial ratios help investors to determine whether Leisure 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 Leisure with respect to the benefits of owning Leisure Portfolio security.
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