Miller Opportunity Manager Performance Evaluation

LGOAX -- USA Fund  

USD 29.53  0.03  0.10%

The fund secures Beta (Market Risk) of 0.0623 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 extremely important to respect Miller Opportunity price patterns, it is better to be realistic regarding the information on 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. By analyzing Miller Opportunity technical indicators you can presently evaluate if the expected return of 0.0224% will be sustainable into the future.
Horizon     30 Days    Login   to change

Miller Opportunity Relative Risk vs. Return Landscape

If you would invest  2,945  in Miller Opportunity A on August 23, 2018 and sell it today you would earn a total of  11.00  from holding Miller Opportunity A or generate 0.37% return on investment over 30 days. Miller Opportunity A is currently producing 0.0224% returns and takes up 0.984% volatility of returns over 30 trading days. Put another way, 8% of traded equities are less volatile than the company and 99% 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 A is expected to generate 8.46 times less return on investment than the market. In addition to that, the company is 2.22 times more volatile than its market benchmark. It trades about 0.02 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.43 per unit of volatility.

Miller Opportunity Current Valuation

Fairly Valued
September 22, 2018
29.53
Market Value
29.48
Real Value
Target Odds
  
32.42
Upside
Miller Opportunity is not too risky asset. Miller Opportunity secures last-minute Real Value of $29.48 per share. The latest price of the fund is $29.53. At this time the organization appears to be fairly valued. 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 = 0.0228
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Miller Opportunity Relative Performance Indicators

Estimated Market Risk
 0.98
  actual daily
 
 92 %
of total potential
  
Expected Return
 0.02
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.02
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Miller Opportunity is performing at about 1% 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

1 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Miller Opportunity A are ranked lower than 1 (%) of all funds and portfolios of funds over the last 30 days.

Miller Opportunity Alerts

Equity Alerts and Improvement Suggestions

Latest headline from thewellesleysnews.com: Analyst Earnings Estimates Screen Quotient Technology Inc.
The fund generated five year return of -13.0%
Miller Opportunity A maintains all of its assets in stocks

Miller Opportunity Performance Indicators

Miller Opportunity Basic Price Performance Measures

Fifty Two Week Low21.65
Fifty Two Week High30.07
Annual Report Expense Ratio1.34%
Please see also Stocks Correlation. Please also try Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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