Locorr Market Trend Fund Manager Performance Evaluation
| LOTAX Fund | USD 12.05 0.19 1.60% |
The fund secures a Beta (Market Risk) of -0.0229, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Locorr Market are expected to decrease at a much lower rate. During the bear market, Locorr Market is likely to outperform the market.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Locorr Market Trend are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Locorr Market may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 2.0200 |
Locorr |
Locorr Market Relative Risk vs. Return Landscape
If you would invest 1,099 in Locorr Market Trend on November 13, 2025 and sell it today you would earn a total of 106.00 from holding Locorr Market Trend or generate 9.65% return on investment over 90 days. Locorr Market Trend is currently producing 0.1574% returns and takes up 0.8846% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Locorr, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Locorr Market Current Valuation
Overvalued
Today
Please note that Locorr Market's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Locorr Market Trend secures a last-minute Real Value of $11.12 per share. The latest price of the fund is $12.05. We determine the value of Locorr Market Trend 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 Locorr Market is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Locorr Mutual Fund. However, Locorr Market'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 12.05 | Real 11.12 | Hype 12.05 |
The intrinsic value of Locorr Market'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 Locorr Market'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 Locorr Market Trend helps investors to forecast how Locorr 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 Locorr Market more accurately as focusing exclusively on Locorr Market's fundamentals will not take into account other important factors: Locorr Market Target Price Odds to finish over Current Price
The tendency of Locorr 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 |
| 12.05 | 90 days | 12.05 | about 1.67 |
Based on a normal probability distribution, the odds of Locorr Market to move above the current price in 90 days from now is about 1.67 (This Locorr Market Trend probability density function shows the probability of Locorr Mutual Fund to fall within a particular range of prices over 90 days) .
Locorr Market Price Density |
| Price |
Predictive Modules for Locorr Market
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Locorr Market Trend. 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.Locorr Market Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Locorr Market is not an exception. The market had few large corrections towards the Locorr Market'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 Locorr Market Trend, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Locorr Market within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.16 | |
β | Beta against Dow Jones | -0.02 | |
σ | Overall volatility | 0.39 | |
Ir | Information ratio | 0.08 |
Locorr Market 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 Locorr Market for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Locorr Market Trend 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 214.47% of its assets in cash |
Locorr Market Fundamentals Growth
Locorr Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Locorr Market, and Locorr Market 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 Locorr Mutual Fund performance.
| Price To Earning | 20.03 X | ||||
| Price To Book | 3.11 X | ||||
| Price To Sales | 1.77 X | ||||
| Total Asset | 19 M | ||||
About Locorr Market Performance
Evaluating Locorr Market's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Locorr Market 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 Locorr Market 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 objectives by allocating its assets using two principal strategies Market Trend Strategy and Fixed Income Strategy. The Market Trend strategy is a macro-oriented quantitative strategy that employs various investment techniques to select long and short positions in the global futures and foreign exchange markets. The Fixed Income strategy is designed to generate interest income and preserve principal by investing primarily in investment grade securities.Things to note about Locorr Market Trend performance evaluation
Checking the ongoing alerts about Locorr Market for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Locorr Market Trend 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 214.47% of its assets in cash |
- Analyzing Locorr Market'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 Locorr Market's stock is overvalued or undervalued compared to its peers.
- Examining Locorr Market'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 Locorr Market's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Locorr Market's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Locorr Market's mutual fund. These opinions can provide insight into Locorr Market's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Locorr Mutual Fund
Locorr Market financial ratios help investors to determine whether Locorr 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 Locorr with respect to the benefits of owning Locorr Market security.
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