Lincoln Equity Income Fund Manager Performance Evaluation
| LFTPX Fund | 11.99 0.07 0.58% |
The fund secures a Beta (Market Risk) of -0.0792, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Lincoln Equity are expected to decrease at a much lower rate. During the bear market, Lincoln Equity is likely to outperform the market.
Risk-Adjusted Performance
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Lincoln Equity Income are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Lincoln Equity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreLincoln |
Lincoln Equity Relative Risk vs. Return Landscape
If you would invest 1,184 in Lincoln Equity Income on November 30, 2025 and sell it today you would earn a total of 15.00 from holding Lincoln Equity Income or generate 1.27% return on investment over 90 days. Lincoln Equity Income is currently producing 0.0227% returns and takes up 0.6395% volatility of returns over 90 trading days. Put another way, 5% 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. Expected Return |
| Risk |
Lincoln Equity Current Valuation
Overvalued
Today
Please note that Lincoln Equity's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is overvalued. Lincoln Equity Income secures a last-minute Real Value of USD10.96 per share. The latest price of the fund is USD11.99. Our model forecasts the value of Lincoln Equity Income from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Lincoln Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lincoln Mutual Fund. However, Lincoln Equity'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 11.99 | Real 10.96 | Hype 11.99 | Naive 12.0 |
The intrinsic value of Lincoln Equity'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 Lincoln Equity'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 Lincoln Equity Income helps investors to forecast how Lincoln 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 Lincoln Equity more accurately as focusing exclusively on Lincoln Equity's fundamentals will not take into account other important factors: Lincoln Equity Target Price Odds to finish over Current Price
The tendency of Lincoln 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 |
| 11.99 | 90 days | 11.99 | about 44.32 |
Based on a normal probability distribution, the odds of Lincoln Equity to move above the current price in 90 days from now is about 44.32 (This Lincoln Equity Income probability density function shows the probability of Lincoln Mutual Fund to fall within a particular range of prices over 90 days) .
Lincoln Equity Price Density |
| Price |
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.α | Alpha over Dow Jones | 0.07 | |
β | Beta against Dow Jones | -0.08 | |
σ | Overall volatility | 0.14 | |
Ir | Information ratio | -0.02 |
Lincoln Equity 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 Lincoln Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Lincoln Equity Income 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 all of the assets in different exotic instruments |
Lincoln Equity Fundamentals Growth
Lincoln Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lincoln Equity, and Lincoln Equity 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 Lincoln Mutual Fund performance.
About Lincoln Equity Performance
Evaluating Lincoln Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lincoln Equity 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 Lincoln Equity 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, under normal circumstances, invests at least 80 percent of its net assets in equity and equity related securities of U.S. companies. Its portfolio seeks to be broadly diversified by company and industry. The fund may use futures contracts, options, swaps, and other derivatives as tools in the management of portfolio assets. The fund is non-diversified.Things to note about Lincoln Equity Income performance evaluation
Checking the ongoing alerts about Lincoln Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lincoln Equity Income 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 all of the assets in different exotic instruments |
- Analyzing Lincoln Equity'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 Lincoln Equity's stock is overvalued or undervalued compared to its peers.
- Examining Lincoln Equity'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 Lincoln Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lincoln Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lincoln Equity's mutual fund. These opinions can provide insight into Lincoln Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lincoln Mutual Fund
Lincoln Equity financial ratios help investors to determine whether Lincoln 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 Lincoln with respect to the benefits of owning Lincoln Equity security.
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