Locorr Strategic Allocation Fund Manager Performance Evaluation
| LSAIX Fund | 9.63 0.01 0.10% |
The fund secures a Beta (Market Risk) of -0.0563, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Locorr Strategic are expected to decrease at a much lower rate. During the bear market, Locorr Strategic is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Locorr Strategic Allocation are ranked lower than 24 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Locorr Strategic may actually be approaching a critical reversion point that can send shares even higher in August 2025.
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Locorr Strategic Relative Risk vs. Return Landscape
If you would invest 892.00 in Locorr Strategic Allocation on April 20, 2025 and sell it today you would earn a total of 71.00 from holding Locorr Strategic Allocation or generate 7.96% return on investment over 90 days. Locorr Strategic Allocation is currently producing 0.1286% returns and takes up 0.4133% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than LoCorr, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Locorr Strategic Current Valuation
Overvalued
Today
Please note that Locorr Strategic's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Locorr Strategic All secures a last-minute Real Value of USD8.79 per share. The latest price of the fund is USD9.63. We determine the value of Locorr Strategic All 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 Strategic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of LoCorr Mutual Fund. However, Locorr Strategic'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 9.63 | Real 8.79 | Hype 9.63 | Naive 9.6 |
The intrinsic value of Locorr Strategic'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 Strategic'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 Strategic Allocation 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 Strategic more accurately as focusing exclusively on Locorr Strategic's fundamentals will not take into account other important factors: Locorr Strategic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Locorr Strategic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Locorr Strategic Allocation, and traders can use it to determine the average amount a Locorr Strategic'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 = 0.3111
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| Cash | LSAIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.41 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.31 actual daily | 24 76% of assets perform better |
Based on monthly moving average Locorr Strategic is performing at about 24% 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 Locorr Strategic by adding it to a well-diversified portfolio.
Locorr Strategic Fundamentals Growth
LoCorr Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Locorr Strategic, and Locorr Strategic 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.
About Locorr Strategic Performance
Evaluating Locorr Strategic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Locorr Strategic 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 Strategic 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.
Things to note about Locorr Strategic All performance evaluation
Checking the ongoing alerts about Locorr Strategic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Locorr Strategic All help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund has annual holdings turnover of about 159.0% suggesting active trading | |
| Locorr Strategic All maintains 95.23% of its assets in stocks |
- Analyzing Locorr Strategic'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 Strategic's stock is overvalued or undervalued compared to its peers.
- Examining Locorr Strategic'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 Strategic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Locorr Strategic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Locorr Strategic's mutual fund. These opinions can provide insight into Locorr Strategic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in LoCorr Mutual Fund
Locorr Strategic 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 Strategic security.
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