Floating Rate Fund Manager Performance Evaluation
| LARCX Fund | USD 8.09 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.0277, which means not very significant fluctuations relative to the market. As returns on the market increase, Floating Rate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Floating Rate is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Floating Rate Fund are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Floating Rate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreFloating |
Floating Rate Relative Risk vs. Return Landscape
If you would invest 794.00 in Floating Rate Fund on October 28, 2025 and sell it today you would earn a total of 15.00 from holding Floating Rate Fund or generate 1.89% return on investment over 90 days. Floating Rate Fund is currently producing 0.0308% returns and takes up 0.1179% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Floating, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Floating Rate Current Valuation
Fairly Valued
Today
Please note that Floating Rate's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Floating Rate shows a prevailing Real Value of $8.07 per share. The current price of the fund is $8.09. We determine the value of Floating Rate from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Floating Rate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Floating Mutual Fund. However, Floating Rate'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 8.09 | Real 8.07 | Hype 8.09 | Naive 8.08 |
The intrinsic value of Floating Rate'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 Floating Rate'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 Floating Rate Fund helps investors to forecast how Floating 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 Floating Rate more accurately as focusing exclusively on Floating Rate's fundamentals will not take into account other important factors: Floating Rate Target Price Odds to finish over Current Price
The tendency of Floating 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 |
| 8.09 | 90 days | 8.09 | about 9.99 |
Based on a normal probability distribution, the odds of Floating Rate to move above the current price in 90 days from now is about 9.99 (This Floating Rate Fund probability density function shows the probability of Floating Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Floating Rate has a beta of 0.0277. This indicates as returns on the market go up, Floating Rate average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Floating Rate Fund will be expected to be much smaller as well. Additionally Floating Rate Fund has an alpha of 0.0204, implying that it can generate a 0.0204 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Floating Rate Price Density |
| Price |
Predictive Modules for Floating Rate
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Floating Rate. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Floating Rate's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Floating Rate Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Floating Rate is not an exception. The market had few large corrections towards the Floating Rate'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 Floating Rate Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Floating Rate within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.03 | |
σ | Overall volatility | 0.05 | |
Ir | Information ratio | -0.4 |
Floating Rate 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 Floating Rate for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Floating Rate can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 8.8% of its assets in cash |
Floating Rate Fundamentals Growth
Floating Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Floating Rate, and Floating Rate 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 Floating Mutual Fund performance.
| Total Asset | 7.51 B | |||
About Floating Rate Performance
Evaluating Floating Rate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Floating Rate 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 Floating Rate 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.
Under normal conditions, the fund pursues its investment objective by investing at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in floating or adjustable rate instruments and derivatives and other instruments that effectively enable the fund to achieve a floating rate of income. It may invest up to 20 percent of its net assets in other types of debt securities and short-term instruments.Things to note about Floating Rate performance evaluation
Checking the ongoing alerts about Floating Rate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Floating Rate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 8.8% of its assets in cash |
- Analyzing Floating Rate'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 Floating Rate's stock is overvalued or undervalued compared to its peers.
- Examining Floating Rate'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 Floating Rate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Floating Rate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Floating Rate's mutual fund. These opinions can provide insight into Floating Rate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Floating Mutual Fund
Floating Rate financial ratios help investors to determine whether Floating 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 Floating with respect to the benefits of owning Floating Rate security.
| CEOs Directory Screen CEOs from public companies around the world | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Bonds Directory Find actively traded corporate debentures issued by US companies |