Lkcm Balanced Fund Manager Performance Evaluation
| LKBAX Fund | USD 29.60 0.03 0.10% |
The fund secures a Beta (Market Risk) of 0.51, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Lkcm Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Lkcm Balanced is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Lkcm Balanced Fund are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Lkcm Balanced 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 | 1st of May 2023 | |
| Expense Ratio | 0.8000 |
Lkcm |
Lkcm Balanced Relative Risk vs. Return Landscape
If you would invest 2,845 in Lkcm Balanced Fund on August 30, 2024 and sell it today you would earn a total of 115.00 from holding Lkcm Balanced Fund or generate 4.04% return on investment over 90 days. Lkcm Balanced Fund is currently producing 0.0639% returns and takes up 0.4489% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Lkcm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lkcm Balanced Current Valuation
Fairly Valued
Today
Please note that Lkcm Balanced's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Lkcm Balanced secures a last-minute Real Value of $29.39 per share. The latest price of the fund is $29.6. We determine the value of Lkcm Balanced 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 Lkcm Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lkcm Mutual Fund. However, Lkcm Balanced'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 29.6 | Real 29.39 | Hype 29.6 | Naive 29.63 |
The intrinsic value of Lkcm Balanced'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 Lkcm Balanced'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 Lkcm Balanced Fund helps investors to forecast how Lkcm 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 Lkcm Balanced more accurately as focusing exclusively on Lkcm Balanced's fundamentals will not take into account other important factors: Lkcm Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lkcm Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lkcm Balanced Fund, and traders can use it to determine the average amount a Lkcm Balanced'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 = 0.1424
| Best Portfolio | Best Equity | |||
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| Cash | LKBAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.45 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Lkcm Balanced is performing at about 11% 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 Lkcm Balanced by adding it to a well-diversified portfolio.
Lkcm Balanced Fundamentals Growth
Lkcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lkcm Balanced, and Lkcm Balanced 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 Lkcm Mutual Fund performance.
| Price To Earning | 20.98 X | |||
| Price To Book | 2.87 X | |||
| Price To Sales | 2.19 X | |||
About Lkcm Balanced Performance
Evaluating Lkcm Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lkcm Balanced 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 Lkcm Balanced 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 seeks to achieve its investment objective by investing primarily in a portfolio of equity and fixed income securities. It seeks to invest in the equity securities of high quality companies that typically exhibit certain characteristics, including high profitability levels, strong balance sheet quality, competitive advantages, ability to generate excess cash flows, meaningful management ownership stakes, attractive reinvestment opportunities, strong market share positions, andor attractive relative valuation.Things to note about Lkcm Balanced performance evaluation
Checking the ongoing alerts about Lkcm Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lkcm Balanced 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 28.94% of its assets in bonds |
- Analyzing Lkcm Balanced'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 Lkcm Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Lkcm Balanced'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 Lkcm Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lkcm Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lkcm Balanced's mutual fund. These opinions can provide insight into Lkcm Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lkcm Mutual Fund
Lkcm Balanced financial ratios help investors to determine whether Lkcm 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 Lkcm with respect to the benefits of owning Lkcm Balanced security.
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |