Alpsred Rocks Listed Fund Manager Performance Evaluation

LPEFX Fund  USD 5.81  0.03  0.51%   
The fund shows a Beta (market volatility) of 0.95, which signifies possible diversification benefits within a given portfolio. Alps/red Rocks returns are very sensitive to returns on the market. As the market goes up or down, Alps/red Rocks is expected to follow.

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Alpsred Rocks Listed are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly fragile technical and fundamental indicators, Alps/red Rocks showed solid returns over the last few months and may actually be approaching a breakup point.
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Expense Ratio Date15th of September 2025
Expense Ratio1.8600
  

Alps/red Rocks Relative Risk vs. Return Landscape

If you would invest  514.00  in Alpsred Rocks Listed on October 28, 2025 and sell it today you would earn a total of  67.00  from holding Alpsred Rocks Listed or generate 13.04% return on investment over 90 days. Alpsred Rocks Listed is currently producing 0.2165% returns and takes up 1.8188% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Alps/red, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Alps/red Rocks is expected to generate 2.47 times more return on investment than the market. However, the company is 2.47 times more volatile than its market benchmark. It trades about 0.12 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.

Alps/red Rocks Current Valuation

Undervalued
Today
5.81
Please note that Alps/red Rocks' price fluctuation is somewhat reliable at this time. At this time, the entity appears to be undervalued. Alpsred Rocks Listed shows a prevailing Real Value of $6.19 per share. The current price of the fund is $5.81. We determine the value of Alpsred Rocks Listed from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Alps/red Rocks is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Alps/red Mutual Fund. However, Alps/red Rocks' 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  5.81 Real  6.19 Hype  5.81 Naive  5.98
The intrinsic value of Alps/red Rocks' 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 Alps/red Rocks' 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.
6.19
Real Value
8.01
Upside
Estimating the potential upside or downside of Alpsred Rocks Listed helps investors to forecast how Alps/red 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 Alps/red Rocks more accurately as focusing exclusively on Alps/red Rocks' fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
5.665.795.93
Details
Hype
Prediction
LowEstimatedHigh
3.995.817.63
Details
Naive
Forecast
LowNext ValueHigh
4.165.987.80
Details
Below is the normalized historical share price chart for Alpsred Rocks Listed extending back to January 02, 2008. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Alps/red Rocks stands at 5.81, as last reported on the 26th of January, with the highest price reaching 5.81 and the lowest price hitting 5.81 during the day.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Alps/red Rocks Target Price Odds to finish over Current Price

The tendency of Alps/red 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 PriceHorizonTarget PriceOdds to move above the current price in 90 days
 5.81 90 days 5.81 
about 12.58
Based on a normal probability distribution, the odds of Alps/red Rocks to move above the current price in 90 days from now is about 12.58 (This Alpsred Rocks Listed probability density function shows the probability of Alps/red Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Alps/red Rocks has a beta of 0.95. This indicates Alpsred Rocks Listed market returns are sensitive to returns on the market. As the market goes up or down, Alps/red Rocks is expected to follow. Additionally Alpsred Rocks Listed has an alpha of 0.1494, implying that it can generate a 0.15 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Alps/red Rocks Price Density   
       Price  

Predictive Modules for Alps/red Rocks

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Alpsred Rocks Listed. 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.
Hype
Prediction
LowEstimatedHigh
3.995.817.63
Details
Intrinsic
Valuation
LowRealHigh
4.376.198.01
Details
Naive
Forecast
LowNextHigh
4.165.987.80
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
5.665.795.93
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Alps/red Rocks. Your research has to be compared to or analyzed against Alps/red Rocks' peers to derive any actionable benefits. When done correctly, Alps/red Rocks' competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Alpsred Rocks Listed.

Alps/red Rocks Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Alps/red Rocks is not an exception. The market had few large corrections towards the Alps/red Rocks' 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 Alpsred Rocks Listed, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Alps/red Rocks within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.15
β
Beta against Dow Jones0.95
σ
Overall volatility
0.41
Ir
Information ratio 0.08

Alps/red Rocks 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 Alps/red Rocks for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Alpsred Rocks Listed 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 84.12% of its assets in stocks

Alps/red Rocks Fundamentals Growth

Alps/red Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Alps/red Rocks, and Alps/red Rocks 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 Alps/red Mutual Fund performance.

About Alps/red Rocks Performance

Evaluating Alps/red Rocks' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Alps/red Rocks 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 Alps/red Rocks 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 will invest at least 80 percent of its net assets in securities of U.S. and non-U.S. companies, including those in emerging markets, listed on a national securities exchange, or foreign equivalent, that have a majority of their assets invested in or exposed to private companies or have as their stated intention to have a majority of their assets invested in or exposed to private companies and derivatives that otherwise have the economic characteristics of Listed Private Equity Companies.

Things to note about Alpsred Rocks Listed performance evaluation

Checking the ongoing alerts about Alps/red Rocks for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Alpsred Rocks Listed 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 84.12% of its assets in stocks
Evaluating Alps/red Rocks' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Alps/red Rocks' mutual fund performance include:
  • Analyzing Alps/red Rocks' 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 Alps/red Rocks' stock is overvalued or undervalued compared to its peers.
  • Examining Alps/red Rocks' 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 Alps/red Rocks' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Alps/red Rocks' management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Alps/red Rocks' mutual fund. These opinions can provide insight into Alps/red Rocks' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Alps/red Rocks' mutual fund performance is not an exact science, and many factors can impact Alps/red Rocks' mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Alps/red Mutual Fund

Alps/red Rocks financial ratios help investors to determine whether Alps/red 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 Alps/red with respect to the benefits of owning Alps/red Rocks security.
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