Lincoln Equity Income Fund Manager Performance Evaluation

Lincoln Equity Relative Risk vs. Return Landscape

If you would invest  1,181  in Lincoln Equity Income on November 5, 2025 and sell it today you would earn a total of  30.00  from holding Lincoln Equity Income or generate 2.54% return on investment over 90 days. Lincoln Equity Income is currently producing 0.0434% returns and takes up 0.6757% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Lincoln, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.Assuming the 90 days horizon Lincoln Equity is expected to generate 1.58 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.12 times less risky than the market. It trades about 0.06 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.09 of returns per unit of risk over similar time horizon.

Lincoln Equity Target Price Odds to finish over Current Price

Assuming the 90 days horizon Lincoln Equity has a beta of 0.68. This indicates as returns on the market go up, Lincoln Equity average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Lincoln Equity Income will be expected to be much smaller as well. Additionally Lincoln Equity Income has an alpha of 0.0042, implying that it can generate a 0.004206 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).

Predictive Modules for Lincoln Equity

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Lincoln Equity Income. 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.

Lincoln Equity Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Lincoln Equity is not an exception. The market had few large corrections towards the Lincoln Equity'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 Lincoln Equity Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Lincoln Equity within the framework of very fundamental risk indicators.