Locorr Market Financials
| LOTAX Fund | USD 12.87 0.07 0.55% |
Locorr |
Please note that past performance is not an indicator of the future performance of Locorr Market, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Locorr Market Fund Summary
Locorr Market competes with Morningstar Unconstrained, High Yield, Thrivent High, Via Renewables, and Bondbloxx ETF. The fund seeks to achieve its investment objectives by allocating its assets using two principal strategies Market Trend Strategy and Fixed Income Strategy. The Market Trend strategy is a macro-oriented quantitative strategy that employs various investment techniques to select long and short positions in the global futures and foreign exchange markets. The Fixed Income strategy is designed to generate interest income and preserve principal by investing primarily in investment grade securities.Specialization | Systematic Trend, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US5401328423 |
| Business Address | LoCorr Investment Trust |
| Mutual Fund Family | LoCorr Funds |
| Mutual Fund Category | Systematic Trend |
| Benchmark | NYSE Composite |
| Phone | 855 523 8637 |
| Currency | USD - US Dollar |
You should never invest in Locorr Market Trend without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Locorr Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Locorr Market's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Locorr Market Key Financial Ratios
Generally speaking, Locorr Market's financial ratios allow both analysts and investors to convert raw data from Locorr Market's financial statements into concise, actionable information that can be used to evaluate the performance of Locorr Market over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Locorr Market Trend reports annually and quarterly.Locorr Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Locorr Market's current stock value. Our valuation model uses many indicators to compare Locorr Market value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Locorr Market competition to find correlations between indicators driving Locorr Market's intrinsic value. More Info.Locorr Market Trend is number one fund in price to earning among similar funds. It is number one fund in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Locorr Market Trend is roughly 6.44 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Locorr Market by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Locorr Market's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Locorr Market's earnings, one of the primary drivers of an investment's value.Locorr Market Trend Systematic Risk
Locorr Market's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Locorr Market volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Locorr Market Trend correlated with the market. If Beta is less than 0 Locorr Market generally moves in the opposite direction as compared to the market. If Locorr Market Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Locorr Market Trend is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Locorr Market is generally in the same direction as the market. If Beta > 1 Locorr Market moves generally in the same direction as, but more than the movement of the benchmark.
Locorr Market April 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Locorr Market help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Locorr Market Trend. We use our internally-developed statistical techniques to arrive at the intrinsic value of Locorr Market Trend based on widely used predictive technical indicators. In general, we focus on analyzing Locorr Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Locorr Market's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.647 | |||
| Information Ratio | 0.1931 | |||
| Maximum Drawdown | 3.01 | |||
| Value At Risk | (0.90) | |||
| Potential Upside | 1.01 |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Locorr Market Trend. 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 nation. Note that the Locorr Market Trend information on this page should be used as a complementary analysis to other Locorr Market's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.