Live Oak Health Fund Manager Performance Evaluation
| LOGSX Fund | USD 23.98 0.03 0.13% |
The fund secures a Beta (Market Risk) of 0.53, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Live Oak's returns are expected to increase less than the market. However, during the bear market, the loss of holding Live Oak 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 Live Oak Health are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Live Oak may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more1 | NPS logs 20 percent return in 2025, extending record run on domestic equities - KED Global | 12/29/2025 |
| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 1.0300 |
Live |
Live Oak Relative Risk vs. Return Landscape
If you would invest 2,203 in Live Oak Health on November 2, 2025 and sell it today you would earn a total of 195.00 from holding Live Oak Health or generate 8.85% return on investment over 90 days. Live Oak Health is currently producing 0.1426% returns and takes up 0.8364% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Live, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Live Oak Current Valuation
Undervalued
Today
Please note that Live Oak's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Live Oak Health secures a last-minute Real Value of $25.68 per share. The latest price of the fund is $23.98. We determine the value of Live Oak Health 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 Live Oak is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Live Mutual Fund. However, Live Oak'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 23.98 | Real 25.68 | Hype 23.97 | Naive 23.8 |
The intrinsic value of Live Oak'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 Live Oak'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 Live Oak Health helps investors to forecast how Live 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 Live Oak more accurately as focusing exclusively on Live Oak's fundamentals will not take into account other important factors: Live Oak Target Price Odds to finish over Current Price
The tendency of Live 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 |
| 23.98 | 90 days | 23.98 | about 19.9 |
Based on a normal probability distribution, the odds of Live Oak to move above the current price in 90 days from now is about 19.9 (This Live Oak Health probability density function shows the probability of Live Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Live Oak has a beta of 0.53. This indicates as returns on the market go up, Live Oak average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Live Oak Health will be expected to be much smaller as well. Additionally Live Oak Health has an alpha of 0.0936, implying that it can generate a 0.0936 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Live Oak Price Density |
| Price |
Predictive Modules for Live Oak
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Live Oak Health. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Live Oak's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Live Oak Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Live Oak is not an exception. The market had few large corrections towards the Live Oak'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 Live Oak Health, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Live Oak within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.09 | |
β | Beta against Dow Jones | 0.53 | |
σ | Overall volatility | 0.71 | |
Ir | Information ratio | 0.09 |
Live Oak 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 Live Oak for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Live Oak Health can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Live Oak Fundamentals Growth
Live Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Live Oak, and Live Oak 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 Live Mutual Fund performance.
| Price To Earning | 16.27 X | |||
| Price To Book | 2.63 X | |||
| Price To Sales | 0.77 X | |||
| Total Asset | 52.5 M | |||
About Live Oak Performance
Evaluating Live Oak's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Live Oak 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 Live Oak 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 invests primarily in common stocks of companies engaged in the research, development, production, or distribution of products or services related to health care, medicine, or the life sciences. It will invest at least 80 percent of its net assets, under normal circumstances, in equity securities of health science companies. The fund invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts that meet the investment criteria of the fund.Things to note about Live Oak Health performance evaluation
Checking the ongoing alerts about Live Oak for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Live Oak Health help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Live Oak's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Live Oak's mutual fund performance include:- Analyzing Live Oak'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 Live Oak's stock is overvalued or undervalued compared to its peers.
- Examining Live Oak'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 Live Oak's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Live Oak's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Live Oak's mutual fund. These opinions can provide insight into Live Oak's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Live Mutual Fund
Live Oak financial ratios help investors to determine whether Live 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 Live with respect to the benefits of owning Live Oak security.
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