Litman Gregory Masters Fund Manager Performance Evaluation
| MASFX Fund | USD 5.48 0.00 0.00% |
The fund secures a Beta (Market Risk) of -0.0949, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Litman Gregory are expected to decrease at a much lower rate. During the bear market, Litman Gregory is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Litman Gregory Masters has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's technical and fundamental indicators remain fairly strong which may send shares a bit higher in August 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 1.3700 |
Litman |
Litman Gregory Relative Risk vs. Return Landscape
If you would invest 1,062 in Litman Gregory Masters on April 27, 2025 and sell it today you would lose (514.00) from holding Litman Gregory Masters or give up 48.4% of portfolio value over 90 days. Litman Gregory Masters is currently producing negative expected returns and takes up 6.1594% volatility of returns over 90 trading days. Put another way, 55% of traded mutual funds are less volatile than Litman, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Litman Gregory Current Valuation
Overvalued
Today
Please note that Litman Gregory's price fluctuation is unstable at this time. At this time, the fund appears to be overvalued. Litman Gregory Masters secures a last-minute Real Value of $5.29 per share. The latest price of the fund is $5.48. We determine the value of Litman Gregory Masters 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 Litman Gregory is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Litman Mutual Fund. However, Litman Gregory'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 5.48 | Real 5.29 | Hype 5.48 | Naive 6.58 |
The intrinsic value of Litman Gregory'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 Litman Gregory'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 Litman Gregory Masters helps investors to forecast how Litman 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 Litman Gregory more accurately as focusing exclusively on Litman Gregory's fundamentals will not take into account other important factors: Litman Gregory Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Litman Gregory's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Litman Gregory Masters, and traders can use it to determine the average amount a Litman Gregory'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 = -0.1265
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MASFX |
Estimated Market Risk
| 6.16 actual daily | 55 55% of assets are less volatile |
Expected Return
| -0.78 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Litman Gregory is not performing at its full potential. However, 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 Litman Gregory by adding Litman Gregory to a well-diversified portfolio.
Litman Gregory Fundamentals Growth
Litman Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Litman Gregory, and Litman Gregory 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 Litman Mutual Fund performance.
| Price To Earning | 19.91 X | |||
| Price To Book | 2.09 X | |||
| Price To Sales | 1.82 X | |||
| Total Asset | 869.18 M | |||
About Litman Gregory Performance
Evaluating Litman Gregory's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Litman Gregory 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 Litman Gregory 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.
Over the long term, the goal of the advisor to the fund, is to achieve an annualized return of CE BofAML U.S. 3-Month Treasury Index plus a range of 4 percent to 8. The fund invests in a mix of strategies that the advisor believes offer risk-return characteristics that are attractive individually and even more compelling collectively.Things to note about Litman Gregory Masters performance evaluation
Checking the ongoing alerts about Litman Gregory for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Litman Gregory Masters help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Litman Gregory generated a negative expected return over the last 90 days | |
| Litman Gregory has high historical volatility and very poor performance | |
| The fund maintains about 7.3% of its assets in cash |
- Analyzing Litman Gregory'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 Litman Gregory's stock is overvalued or undervalued compared to its peers.
- Examining Litman Gregory'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 Litman Gregory's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Litman Gregory's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Litman Gregory's mutual fund. These opinions can provide insight into Litman Gregory's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Litman Mutual Fund
Litman Gregory financial ratios help investors to determine whether Litman 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 Litman with respect to the benefits of owning Litman Gregory security.
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