Qs Large Cap Fund Manager Performance Evaluation
| LMUSX Fund | USD 25.44 0.10 0.39% |
The fund owns a Beta (Systematic Risk) of 0.89, which implies possible diversification benefits within a given portfolio. Qs Large returns are very sensitive to returns on the market. As the market goes up or down, Qs Large is expected to follow.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Qs Large Cap are ranked lower than 26 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Qs Large showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 1.0500 |
LMUSX |
Qs Large Relative Risk vs. Return Landscape
If you would invest 2,158 in Qs Large Cap on April 22, 2025 and sell it today you would earn a total of 386.00 from holding Qs Large Cap or generate 17.89% return on investment over 90 days. Qs Large Cap is currently producing 0.2688% returns and takes up 0.7944% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than LMUSX, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Qs Large Current Valuation
Undervalued
Today
Please note that Qs Large's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Qs Large Cap owns a latest Real Value of $27.22 per share. The recent price of the fund is $25.44. We determine the value of Qs Large Cap from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point future time, mutual fund prices and their ongoing real values will converge.
Since Qs Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of LMUSX Mutual Fund. However, Qs Large'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 25.44 | Real 27.22 | Hype 25.44 | Naive 25.08 |
The intrinsic value of Qs Large'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 Qs Large'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 Qs Large Cap helps investors to forecast how LMUSX 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 Qs Large more accurately as focusing exclusively on Qs Large's fundamentals will not take into account other important factors: Qs Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Qs Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Qs Large Cap, and traders can use it to determine the average amount a Qs Large'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 = 0.3384
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | LMUSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.79 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.27 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.34 actual daily | 26 74% of assets perform better |
Based on monthly moving average Qs Large is performing at about 26% 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 Qs Large by adding it to a well-diversified portfolio.
Qs Large Fundamentals Growth
LMUSX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Qs Large, and Qs Large 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 LMUSX Mutual Fund performance.
| Price To Earning | 16.41 X | ||||
| Price To Book | 2.45 X | ||||
| Price To Sales | 1.42 X | ||||
| Total Asset | 174.75 M | ||||
About Qs Large Performance
Evaluating Qs Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Qs Large 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 Qs Large 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, if any, in U.S. equity securities or other investments with similar economic characteristics of large capitalization companies. It has exposure to growth and value equities of large capitalization companies. The fund seeks to produce returns that exceed those of the Russell 1000 Index over a full market cycle .Things to note about Qs Large Cap performance evaluation
Checking the ongoing alerts about Qs Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Qs Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Qs Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Qs Large's mutual fund performance include:- Analyzing Qs Large'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 Qs Large's stock is overvalued or undervalued compared to its peers.
- Examining Qs Large'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 Qs Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Qs Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Qs Large's mutual fund. These opinions can provide insight into Qs Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in LMUSX Mutual Fund
Qs Large financial ratios help investors to determine whether LMUSX 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 LMUSX with respect to the benefits of owning Qs Large security.
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |