Lkcm International Equity Fund Manager Performance Evaluation
| LKINX Fund | USD 13.66 0.05 0.37% |
The fund secures a Beta (Market Risk) of 0.56, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Lkcm International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Lkcm International is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Lkcm International Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Lkcm International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio | 1.0100 |
Lkcm |
Lkcm International Relative Risk vs. Return Landscape
If you would invest 1,417 in Lkcm International Equity on August 30, 2024 and sell it today you would lose (51.00) from holding Lkcm International Equity or give up 3.6% of portfolio value over 90 days. Lkcm International Equity is currently producing negative expected returns and takes up 0.8668% volatility of returns over 90 trading days. Put another way, 7% 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 International Current Valuation
Fairly Valued
Today
Please note that Lkcm International's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Lkcm International Equity secures a last-minute Real Value of $13.72 per share. The latest price of the fund is $13.66. We determine the value of Lkcm International Equity 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 International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lkcm Mutual Fund. However, Lkcm International'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 13.66 | Real 13.72 | Hype 13.67 | Naive 13.66 |
The intrinsic value of Lkcm International'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 International'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 International Equity 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 International more accurately as focusing exclusively on Lkcm International's fundamentals will not take into account other important factors: Lkcm International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lkcm International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lkcm International Equity, and traders can use it to determine the average amount a Lkcm International'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 = -0.0628
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LKINX |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Lkcm International 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 Lkcm International by adding Lkcm International to a well-diversified portfolio.
Lkcm International Fundamentals Growth
Lkcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lkcm International, and Lkcm International 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.
| Total Asset | 55.49 M | |||
About Lkcm International Performance
Evaluating Lkcm International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lkcm International 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 International 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 equity securities of non-U.S. companies. It invests under normal circumstances at least 80 percent of its net assets in equity securities. The fund generally invests in companies from developed markets, though it may invest to a lesser extent in companies from emerging markets. It may focus its investments in companies located in or economically tied to particular countries or geographic regions.Things to note about Lkcm International Equity performance evaluation
Checking the ongoing alerts about Lkcm International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lkcm International Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lkcm International generated a negative expected return over the last 90 days | |
| The fund generated three year return of 0.0% | |
| Lkcm International Equity maintains 96.47% of its assets in stocks |
- Analyzing Lkcm International'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 International's stock is overvalued or undervalued compared to its peers.
- Examining Lkcm International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lkcm International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lkcm International's mutual fund. These opinions can provide insight into Lkcm International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lkcm Mutual Fund
Lkcm International 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 International security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |