Multimanager Lifestyle Aggressive Fund Manager Performance Evaluation
| JQLAX Fund | USD 15.18 0.11 0.73% |
The fund secures a Beta (Market Risk) of -0.0333, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Multimanager Lifestyle are expected to decrease at a much lower rate. During the bear market, Multimanager Lifestyle is likely to outperform the market.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Multimanager Lifestyle Aggressive are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Multimanager Lifestyle is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.5300 |
Multimanager |
Multimanager Lifestyle Relative Risk vs. Return Landscape
If you would invest 1,473 in Multimanager Lifestyle Aggressive on August 25, 2024 and sell it today you would earn a total of 34.00 from holding Multimanager Lifestyle Aggressive or generate 2.31% return on investment over 90 days. Multimanager Lifestyle Aggressive is currently producing 0.0382% returns and takes up 0.7134% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Multimanager, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Multimanager Lifestyle Current Valuation
Overvalued
Today
Please note that Multimanager Lifestyle's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Multimanager Lifestyle secures a last-minute Real Value of $14.48 per share. The latest price of the fund is $15.18. We determine the value of Multimanager Lifestyle 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 Multimanager Lifestyle is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Multimanager Mutual Fund. However, Multimanager Lifestyle'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 15.18 | Real 14.48 | Hype 15.18 | Naive 14.96 |
The intrinsic value of Multimanager Lifestyle'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 Multimanager Lifestyle'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 Multimanager Lifestyle Aggressive helps investors to forecast how Multimanager 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 Multimanager Lifestyle more accurately as focusing exclusively on Multimanager Lifestyle's fundamentals will not take into account other important factors: Multimanager Lifestyle Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Multimanager Lifestyle's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Multimanager Lifestyle Aggressive, and traders can use it to determine the average amount a Multimanager Lifestyle'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 = 0.0535
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JQLAX |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Multimanager Lifestyle is performing at about 4% 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 Multimanager Lifestyle by adding it to a well-diversified portfolio.
Multimanager Lifestyle Fundamentals Growth
Multimanager Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Multimanager Lifestyle, and Multimanager Lifestyle 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 Multimanager Mutual Fund performance.
| Price To Earning | 18.00 X | ||||
| Price To Book | 2.00 X | ||||
| Price To Sales | 1.43 X | ||||
| Total Asset | 3.37 B | ||||
About Multimanager Lifestyle Performance
Evaluating Multimanager Lifestyle's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Multimanager Lifestyle 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 Multimanager Lifestyle 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 normally invests approximately 100 percent of its assets in underlying funds that invest primarily in equity securities and approximately 0 percent of its assets in underlying funds that invest primarily in fixed-income securities. The fund may invest in various actively managed underlying funds that, as a group, hold a wide range of equity-type securities. These include small-, mid-, and large-capitalization stocks domestic and foreign securities and sector holdings. The fund is non-diversified.Things to note about Multimanager Lifestyle performance evaluation
Checking the ongoing alerts about Multimanager Lifestyle for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Multimanager Lifestyle help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 92.4% of its assets under management (AUM) in equities |
- Analyzing Multimanager Lifestyle'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 Multimanager Lifestyle's stock is overvalued or undervalued compared to its peers.
- Examining Multimanager Lifestyle'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 Multimanager Lifestyle's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Multimanager Lifestyle's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Multimanager Lifestyle's mutual fund. These opinions can provide insight into Multimanager Lifestyle's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Multimanager Mutual Fund
Multimanager Lifestyle financial ratios help investors to determine whether Multimanager 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 Multimanager with respect to the benefits of owning Multimanager Lifestyle security.
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