Ladenburg Growth Income Fund Manager Performance Evaluation
| LOWCX Fund | USD 15.15 0.01 0.07% |
The fund secures a Beta (Market Risk) of 0.54, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Ladenburg Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ladenburg Growth is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Ladenburg Growth Income are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Ladenburg Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.9500 |
Ladenburg |
Ladenburg Growth Relative Risk vs. Return Landscape
If you would invest 1,457 in Ladenburg Growth Income on August 30, 2024 and sell it today you would earn a total of 58.00 from holding Ladenburg Growth Income or generate 3.98% return on investment over 90 days. Ladenburg Growth Income is currently producing 0.0621% returns and takes up 0.4756% volatility of returns over 90 trading days. Put another way, 4% 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 Growth Current Valuation
Fairly Valued
Today
Please note that Ladenburg Growth's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Ladenburg Growth Income secures a last-minute Real Value of $15.05 per share. The latest price of the fund is $15.15. We determine the value of Ladenburg Growth Income 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 Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ladenburg Mutual Fund. However, Ladenburg Growth'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 15.15 | Real 15.05 | Hype 15.15 |
The intrinsic value of Ladenburg Growth'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 Growth'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 Growth Income 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 Growth more accurately as focusing exclusively on Ladenburg Growth's fundamentals will not take into account other important factors: Ladenburg Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ladenburg Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ladenburg Growth Income, and traders can use it to determine the average amount a Ladenburg Growth'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 = 0.1306
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| Cash | LOWCX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Ladenburg Growth is performing at about 10% of its full potential. 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 Ladenburg Growth by adding it to a well-diversified portfolio.
Ladenburg Growth Fundamentals Growth
Ladenburg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ladenburg Growth, and Ladenburg Growth 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 | 151.26 M | ||||
About Ladenburg Growth Performance
Evaluating Ladenburg Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ladenburg Growth 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 Growth 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 . It may invest up to 40 percent of its net assets in underlying funds that primarily invest in foreign securities. The funds adviser invests the funds assets in the underlying funds in accordance with the following ranges Equity 40-70 Fixed Income 20-50 Alternatives 0-20.Things to note about Ladenburg Growth Income performance evaluation
Checking the ongoing alerts about Ladenburg Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ladenburg Growth Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Ladenburg Growth's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Ladenburg Growth's mutual fund performance include:- Analyzing Ladenburg Growth'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 Growth's stock is overvalued or undervalued compared to its peers.
- Examining Ladenburg Growth'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 Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ladenburg Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ladenburg Growth's mutual fund. These opinions can provide insight into Ladenburg Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ladenburg Mutual Fund
Ladenburg Growth 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 Growth security.
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