Qs Small Capitalization Fund Manager Performance Evaluation
| LMBAX Fund | USD 11.05 0.06 0.54% |
The fund owns a Beta (Systematic Risk) of 0.28, which implies not very significant fluctuations relative to the market. As returns on the market increase, Qs Us' returns are expected to increase less than the market. However, during the bear market, the loss of holding Qs Us is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Qs Small Capitalization has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in May 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 1st of May 2023 |
LMBAX |
Qs Us Relative Risk vs. Return Landscape
If you would invest 1,310 in Qs Small Capitalization on January 9, 2025 and sell it today you would lose (205.00) from holding Qs Small Capitalization or give up 15.65% of portfolio value over 90 days. Qs Small Capitalization is currently producing negative expected returns and takes up 1.587% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than LMBAX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Qs Us Current Valuation
Undervalued
Today
Please note that Qs Us' price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Qs Small Capitalization owns a latest Real Value of $11.41 per share. The recent price of the fund is $11.05. We determine the value of Qs Small Capitalization from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point future time, mutual fund prices and their ongoing real values will converge.
Since Qs Us is currently traded on the exchange, buyers and sellers on that exchange determine the market value of LMBAX Mutual Fund. However, Qs Us' 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 11.05 | Real 11.41 | Hype 11.05 | Naive 10.35 |
The intrinsic value of Qs Us' 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 Qs Us' 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 Qs Small Capitalization helps investors to forecast how LMBAX 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 Qs Us more accurately as focusing exclusively on Qs Us' fundamentals will not take into account other important factors: Qs Us Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Qs Us' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Qs Small Capitalization, and traders can use it to determine the average amount a Qs Us' 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 = -0.1676
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LMBAX |
Estimated Market Risk
| 1.59 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.27 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Qs Us 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 Qs Us by adding Qs Us to a well-diversified portfolio.
Qs Us Fundamentals Growth
LMBAX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Qs Us, and Qs Us 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 LMBAX Mutual Fund performance.
| Price To Earning | 16.52 X | ||||
| Price To Book | 1.63 X | ||||
| Price To Sales | 0.70 X | ||||
| Total Asset | 57.34 M | ||||
About Qs Us Performance
Evaluating Qs Us' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Qs Us 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 Qs Us 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 normally invests at least 80 percent of net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations domiciled, or having their principal activities, in the United States, at the time of investment or other investments with similar economic characteristics. It may also invest in securities of foreign companies in the form of American Depositary Receipts .Things to note about Qs Small Capitalization performance evaluation
Checking the ongoing alerts about Qs Us for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Qs Small Capitalization help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Qs Us generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Qs Small Capitalization maintains 99.06% of its assets in stocks |
- Analyzing Qs Us' 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 Qs Us' stock is overvalued or undervalued compared to its peers.
- Examining Qs Us' 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 Qs Us' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Qs Us' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Qs Us' mutual fund. These opinions can provide insight into Qs Us' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in LMBAX Mutual Fund
Qs Us financial ratios help investors to determine whether LMBAX 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 LMBAX with respect to the benefits of owning Qs Us security.
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