Miller Opportunity Manager Performance Evaluation

LGOAX -- USA Fund  

USD 25.96  0.36  1.41%

The fund secures Beta (Market Risk) of 0.3883 which conveys that as returns on market increase, Miller Opportunity returns are expected to increase less than the market. However during bear market, the loss on holding Miller Opportunity will be expected to be smaller as well. Although it is vital to follow to Miller Opportunity price patterns, it is good to be conservative about what you can actually do with the information regarding equity historical price patterns. The philosophy towards estimating future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. We have found twenty-one technical indicators for Miller Opportunity which you can use to evaluate performance of the organization.
Horizon     30 Days    Login   to change

Miller Opportunity Relative Risk vs. Return Landscape

If you would invest  2,098  in Miller Opportunity A on January 20, 2019 and sell it today you would earn a total of  498.00  from holding Miller Opportunity A or generate 23.74% return on investment over 30 days. Miller Opportunity A is currently producing 0.5691% returns and takes up 2.1181% volatility of returns over 30 trading days. Put another way, 19% of traded equities are less volatile than the company and 90% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Miller Opportunity is expected to generate 1.11 times more return on investment than the market. However, the company is 1.11 times more volatile than its market benchmark. It trades about 0.27 of its potential returns per unit of risk. The DOW is currently generating roughly 0.22 per unit of risk.

Miller Opportunity Current Valuation

Undervalued
February 19, 2019
25.96
Market Value
28.56
Real Value
Target Odds
Odds Odds
35.28
Upside
Miller Opportunity is not too volatile asset. Miller Opportunity secures last-minute Real Value of $28.56 per share. The latest price of the fund is $25.96. At this time the organization appears to be undervalued. We determine the value of Miller Opportunity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together.

Miller Opportunity Market Risk Analysis

Sharpe Ratio = 0.2687
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Miller Opportunity Relative Performance Indicators

Estimated Market Risk
 2.12
  actual daily
 
 19 %
of total potential
 
19
Expected Return
 0.57
  actual daily
 
 10 %
of total potential
 
10
Risk-Adjusted Return
 0.27
  actual daily
 
 17 %
of total potential
 
17
Based on monthly moving average Miller Opportunity is performing at about 17% 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 Miller Opportunity by adding it to a well-diversified portfolio.

Miller Opportunity Performance Rating

Miller Opportunity A Risk Adjusted Performance Analysis

17

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Miller Opportunity A are ranked lower than 17 (%) of all funds and portfolios of funds over the last 30 days.

Miller Opportunity Alerts

Equity Alerts and Improvement Suggestions

The fund generated five year return of -13.0%
Miller Opportunity maintains 98.86% of its assets in stocks

Miller Opportunity Performance Indicators

Miller Opportunity Basic Price Performance Measures

Fifty Two Week Low20.48
Fifty Two Week High30.07
Annual Report Expense Ratio1.34%
Please see also Stocks Correlation. Please also try Fund Screener module to find activelly-traded funds from around the world traded on over 30 global exchanges.
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