Leisure Fund Investor Fund Quote
| RYLIX Fund | USD 79.42 0.71 0.89% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Leisure Fund is trading at 79.42 as of the 16th of April 2024; that is -0.89% down since the beginning of the trading day. The fund's open price was 80.13. Leisure Fund has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Leisure Fund Investor are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of March 2024 and ending today, the 16th of April 2024. Click here to learn more.
Under normal circumstances, the fund invests substantially all of its net assets in equity securities of Leisure Companies that are traded in the United States and in derivatives, which primarily consist of futures contracts and options on securities, futures contracts, and stock indices. More on Leisure Fund Investor
Moving against Leisure Mutual Fund
| 0.85 | TFRFF | Tefron | PairCorr |
| 0.81 | EVKG | Ever Glory Internati | PairCorr |
| 0.75 | DSHK | Drive Shack | PairCorr |
| 0.74 | EXPR | Express Financial Report 22nd of May 2024 | PairCorr |
| 0.71 | FIGS | Figs Inc Financial Report 2nd of May 2024 | PairCorr |
| 0.66 | WINR | Simplicity Esports and | PairCorr |
| 0.58 | EBET | Ebet Inc | PairCorr |
Leisure Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Leisure Fund's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Leisure Fund or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Rydex Funds, Large Funds, Consumer Cyclical Funds, Consumer Cyclical, Rydex Funds, Large, Consumer Cyclical (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 19th of August 2022 |
| Fiscal Year End | March |
Leisure Fund Investor [RYLIX] is traded in USA and was established 16th of April 2024. Leisure Fund is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Consumer Cyclical category and is part of Rydex Funds family. This fund at this time has accumulated 11.65 M in assets with no minimum investment requirementsLeisure Fund Investor is currently producing year-to-date (YTD) return of 3.86% with the current yeild of 0.0%, while the total return for the last 3 years was -5.65%.
Check Leisure Fund Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Leisure Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Leisure Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Leisure Fund Investor Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Leisure Fund Investor Mutual Fund Constituents
| BKNG | Booking Holdings | Stock | Consumer Discretionary |
| STZ | Constellation Brands Class | Stock | Consumer Staples |
| SBUX | Starbucks | Stock | Consumer Discretionary |
| ROKU | Roku Inc | Stock | Communication Services |
| PM | Philip Morris International | Stock | Consumer Staples |
| NFLX | Netflix | Stock | Communication Services |
| MO | Altria Group | Stock | Consumer Staples |
Leisure Fund Target Price Odds Analysis
Based on a normal probability distribution, the odds of Leisure Fund jumping above the current price in 90 days from now is about 76.76%. The Leisure Fund Investor probability density function shows the probability of Leisure Fund mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.112 indicating Leisure Fund Investor market returns are sensitive to returns on the market. As the market goes up or down, Leisure Fund is expected to follow. Additionally, leisure Fund Investor has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Leisure Fund to move above the current price in 90 days from now is about 76.76 (This Leisure Fund Investor probability density function shows the probability of Leisure Mutual Fund to fall within a particular range of prices over 90 days) .
Leisure Fund Investor Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Leisure Fund market risk premium is the additional return an investor will receive from holding Leisure Fund long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Leisure Fund. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Leisure Fund's alpha and beta are two of the key measurements used to evaluate Leisure Fund's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6532 | |||
| Semi Deviation | 0.8529 | |||
| Standard Deviation | 0.8218 | |||
| Variance | 0.6753 |
Leisure Fund Against Markets
Picking the right benchmark for Leisure Fund mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Leisure Fund mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Leisure Fund is critical whether you are bullish or bearish towards Leisure Fund Investor at a given time. Please also check how Leisure Fund's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Leisure Fund without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Theme Ratings Now
Theme RatingsDetermine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |
| All Next | Launch Module |
How to buy Leisure Mutual Fund?
Before investing in Leisure Fund, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Leisure Fund. To buy Leisure Fund fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Leisure Fund. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Leisure Fund fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Leisure Fund Investor fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Leisure Fund Investor fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Leisure Fund Investor, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Leisure Fund Investor?
The danger of trading Leisure Fund Investor is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Leisure Fund is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Leisure Fund. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Leisure Fund Investor is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Leisure Fund Investor. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.