Leader Short Term Bond Fund Manager Performance Evaluation
| LCCIX Fund | USD 8.40 0.01 0.12% |
The fund secures a Beta (Market Risk) of -0.0088, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Leader Short-term are expected to decrease at a much lower rate. During the bear market, Leader Short-term is likely to outperform the market.
Risk-Adjusted Performance
24 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Leader Short Term Bond are ranked lower than 24 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Leader Short-term is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 17th of May 2023 | |
| Expense Ratio | 2.7400 |
Leader |
Leader Short-term Relative Risk vs. Return Landscape
If you would invest 806.00 in Leader Short Term Bond on August 25, 2024 and sell it today you would earn a total of 34.00 from holding Leader Short Term Bond or generate 4.22% return on investment over 90 days. Leader Short Term Bond is currently producing 0.0638% returns and takes up 0.2052% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Leader, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Leader Short-term Current Valuation
Overvalued
Today
Please note that Leader Short-term's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Leader Short Term secures a last-minute Real Value of $7.7 per share. The latest price of the fund is $8.4. We determine the value of Leader Short 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 Leader Short-term is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Leader Mutual Fund. However, Leader Short-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 8.4 | Real 7.7 | Hype 8.4 | Naive 8.36 |
The intrinsic value of Leader Short-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 Leader Short-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 Leader Short Term Bond helps investors to forecast how Leader 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 Leader Short-term more accurately as focusing exclusively on Leader Short-term's fundamentals will not take into account other important factors: Leader Short-term Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Leader Short-term's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Leader Short Term Bond, and traders can use it to determine the average amount a Leader Short-term'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 = 0.3109
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | LCCIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.21 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.31 actual daily | 24 76% of assets perform better |
Based on monthly moving average Leader Short-term is performing at about 24% 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 Leader Short-term by adding it to a well-diversified portfolio.
Leader Short-term Fundamentals Growth
Leader Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Leader Short-term, and Leader Short-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 Leader Mutual Fund performance.
| Price To Earning | 25.29 X | ||||
| Price To Book | 0.73 X | ||||
| Price To Sales | 1.83 X | ||||
| Total Asset | 7.42 M | ||||
About Leader Short-term Performance
Evaluating Leader Short-term's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Leader Short-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 Leader Short-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 non-investment grade bonds which the advisor defines as securities rated lower than Baa3 by Moodys Investors Service BBB- by Standard Poors Ratings Group, Fitch BBB-, or, if unrated, as determined by the Advisor to be of comparable quality. The funds effective average duration of its portfolio investments will normally be three years or less.Things to note about Leader Short Term performance evaluation
Checking the ongoing alerts about Leader Short-term for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Leader Short Term 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 40.83% of its assets in bonds |
- Analyzing Leader Short-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 Leader Short-term's stock is overvalued or undervalued compared to its peers.
- Examining Leader Short-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 Leader Short-term's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Leader Short-term's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Leader Short-term's mutual fund. These opinions can provide insight into Leader Short-term's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Leader Mutual Fund
Leader Short-term financial ratios help investors to determine whether Leader 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 Leader with respect to the benefits of owning Leader Short-term security.
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