Leuthold E Investment Fund Manager Performance Evaluation
| LCRIX Fund | USD 21.95 0.11 0.50% |
The fund secures a Beta (Market Risk) of 0.12, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Leuthold E's returns are expected to increase less than the market. However, during the bear market, the loss of holding Leuthold E is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Leuthold E Investment has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Leuthold E 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 | 31st of January 2023 | |
| Expense Ratio | 1.3400 |
Leuthold |
Leuthold E Relative Risk vs. Return Landscape
If you would invest 2,199 in Leuthold E Investment on September 15, 2024 and sell it today you would lose (4.00) from holding Leuthold E Investment or give up 0.18% of portfolio value over 90 days. Leuthold E Investment is currently producing negative expected returns and takes up 0.4872% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Leuthold, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Leuthold E Current Valuation
Fairly Valued
Today
Please note that Leuthold E's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Leuthold E Investment secures a last-minute Real Value of $22.02 per share. The latest price of the fund is $21.95. We determine the value of Leuthold E Investment 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 Leuthold E is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Leuthold Mutual Fund. However, Leuthold E'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 21.95 | Real 22.02 | Hype 21.95 | Naive 21.7 |
The intrinsic value of Leuthold E'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 Leuthold E'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 Leuthold E Investment helps investors to forecast how Leuthold 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 Leuthold E more accurately as focusing exclusively on Leuthold E's fundamentals will not take into account other important factors: Leuthold E Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Leuthold E's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Leuthold E Investment, and traders can use it to determine the average amount a Leuthold E'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 = -0.0035
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LCRIX |
Estimated Market Risk
| 0.49 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Leuthold E 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 Leuthold E by adding Leuthold E to a well-diversified portfolio.
Leuthold E Fundamentals Growth
Leuthold Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Leuthold E, and Leuthold E 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 Leuthold Mutual Fund performance.
| Price To Earning | 14.17 X | ||||
| Price To Book | 2.30 X | ||||
| Price To Sales | 0.69 X | ||||
| Total Asset | 265.2 M | ||||
About Leuthold E Performance
Evaluating Leuthold E's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Leuthold E 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 Leuthold E 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 is a flexible fund which allocates its investments among common stocks and other equity securities, bonds and other debt securities, REITs, commodities, money market instruments in proportions which reflect the judgment of Leuthold Weeden Capital Management. It normally invests 30 percent to 70 percent of its net assets in common stocks and other equity securities 30 percent to 70 percent of its net assets in bonds and other debt securities, except during prolonged periods of low interest rates and up to 20 percent of its assets in money market instruments.Things to note about Leuthold E Investment performance evaluation
Checking the ongoing alerts about Leuthold E for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Leuthold E Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Leuthold E generated a negative expected return over the last 90 days | |
| The fund maintains about 24.93% of its assets in cash |
- Analyzing Leuthold E'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 Leuthold E's stock is overvalued or undervalued compared to its peers.
- Examining Leuthold E'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 Leuthold E's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Leuthold E's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Leuthold E's mutual fund. These opinions can provide insight into Leuthold E's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Leuthold Mutual Fund
Leuthold E financial ratios help investors to determine whether Leuthold 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 Leuthold with respect to the benefits of owning Leuthold E security.
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