Ladenburg Income Fundclass Fund Manager Performance Evaluation
| LNCAX Fund | USD 11.17 0.01 0.09% |
The fund secures a Beta (Market Risk) of 0.0546, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Ladenburg Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ladenburg Income is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ladenburg Income Fundclass are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Ladenburg Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreLadenburg |
Ladenburg Income Relative Risk vs. Return Landscape
If you would invest 1,090 in Ladenburg Income Fundclass on November 7, 2025 and sell it today you would earn a total of 27.00 from holding Ladenburg Income Fundclass or generate 2.48% return on investment over 90 days. Ladenburg Income Fundclass is currently producing 0.0412% returns and takes up 0.2889% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Ladenburg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ladenburg Income Current Valuation
Fairly Valued
Today
Please note that Ladenburg Income's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Ladenburg Income Fun secures a last-minute Real Value of $11.13 per share. The latest price of the fund is $11.17. We determine the value of Ladenburg Income Fun 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 Ladenburg Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ladenburg Mutual Fund. However, Ladenburg Income'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 11.17 | Real 11.13 | Hype 11.17 | Naive 11.15 |
The intrinsic value of Ladenburg Income'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 Ladenburg Income'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 Ladenburg Income Fundclass helps investors to forecast how Ladenburg 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 Ladenburg Income more accurately as focusing exclusively on Ladenburg Income's fundamentals will not take into account other important factors: Ladenburg Income Target Price Odds to finish over Current Price
The tendency of Ladenburg 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 |
| 11.17 | 90 days | 11.17 | about 8.63 |
Based on a normal probability distribution, the odds of Ladenburg Income to move above the current price in 90 days from now is about 8.63 (This Ladenburg Income Fundclass probability density function shows the probability of Ladenburg Mutual Fund to fall within a particular range of prices over 90 days) .
Ladenburg Income Price Density |
| Price |
Predictive Modules for Ladenburg Income
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Ladenburg Income Fun. 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.Ladenburg Income Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Ladenburg Income is not an exception. The market had few large corrections towards the Ladenburg Income'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 Ladenburg Income Fundclass, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ladenburg Income within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.05 | |
σ | Overall volatility | 0.11 | |
Ir | Information ratio | -0.12 |
Ladenburg Income 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 Ladenburg Income for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ladenburg Income Fun 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 about 6.52% of its assets in bonds |
Ladenburg Income Fundamentals Growth
Ladenburg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ladenburg Income, and Ladenburg Income 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 Ladenburg Mutual Fund performance.
| Total Asset | 11.64 M | ||||
About Ladenburg Income Performance
Evaluating Ladenburg Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ladenburg Income 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 Ladenburg Income 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 the funds investment objective by investing in a combination of equity, fixed income and alternative strategy exchange traded funds , exchange traded notes and mutual funds. Its adviser invests the funds assets in the underlying funds in accordance with the following ranges Equity 0-30 Fixed Income 50-90 Alternatives 0-20. The fund may invest up to 15 percent of its net assets in underlying funds that primarily invest in foreign securities.Things to note about Ladenburg Income Fun performance evaluation
Checking the ongoing alerts about Ladenburg Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ladenburg Income Fun 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 6.52% of its assets in bonds |
- Analyzing Ladenburg Income'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 Ladenburg Income's stock is overvalued or undervalued compared to its peers.
- Examining Ladenburg Income'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 Ladenburg Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ladenburg Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ladenburg Income's mutual fund. These opinions can provide insight into Ladenburg Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ladenburg Mutual Fund
Ladenburg Income financial ratios help investors to determine whether Ladenburg 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 Ladenburg with respect to the benefits of owning Ladenburg Income security.
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |