Lord Abbett Ultra Fund Manager Performance Evaluation
| LUSNX Fund | USD 9.97 0.01 0.10% |
The fund secures a Beta (Market Risk) of 0.0243, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Lord Abbett's returns are expected to increase less than the market. However, during the bear market, the loss of holding Lord Abbett is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Lord Abbett Ultra are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Lord Abbett is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5300 |
Lord |
Lord Abbett Relative Risk vs. Return Landscape
If you would invest 984.00 in Lord Abbett Ultra on January 20, 2024 and sell it today you would earn a total of 13.00 from holding Lord Abbett Ultra or generate 1.32% return on investment over 90 days. Lord Abbett Ultra is currently producing 0.0212% returns and takes up 0.1053% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Lord, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lord Abbett Current Valuation
Overvalued
Today
Please note that Lord Abbett's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Lord Abbett Ultra secures a last-minute Real Value of $9.16 per share. The latest price of the fund is $9.97. We determine the value of Lord Abbett Ultra 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.
Our valuation method for Lord Abbett Ultra is useful when determining the fair value of the Lord mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Lord Abbett. Since Lord Abbett is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lord Mutual Fund. However, Lord Abbett'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 9.97 | Real 9.16 | Hype 9.97 |
The real value of Lord Mutual Fund, also known as its intrinsic value, is the underlying worth of Lord Abbett Ultra Mutual Fund, which is reflected in its stock price. It is based on Lord Abbett's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Lord Abbett'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 Lord Abbett'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 Lord Abbett Ultra helps investors to forecast how Lord 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 Lord Abbett more accurately as focusing exclusively on Lord Abbett's fundamentals will not take into account other important factors: Lord Abbett Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lord Abbett's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lord Abbett Ultra, and traders can use it to determine the average amount a Lord Abbett'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 = 0.2015
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| LUSNX |
Based on monthly moving average Lord Abbett is performing at about 15% 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 Lord Abbett by adding it to a well-diversified portfolio.
Lord Abbett Fundamentals Growth
Lord Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lord Abbett, and Lord Abbett 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 Lord Mutual Fund performance.
| Total Asset | 12.75 B | ||||
About Lord Abbett Performance
To evaluate Lord Abbett Ultra Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Lord Abbett generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Lord Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Lord Abbett Ultra market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Lord's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Under normal conditions, the fund pursues its investment objective by investing at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in investment grade debt securities of various types. It invests only in debt securities rated investment grade at the time of purchase or determined by Lord Abbett to be of comparable quality.Things to note about Lord Abbett Ultra performance evaluation
Checking the ongoing alerts about Lord Abbett for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lord Abbett Ultra help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 12.71% of its assets in cash |
- Analyzing Lord Abbett'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 Lord Abbett's stock is overvalued or undervalued compared to its peers.
- Examining Lord Abbett'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 Lord Abbett's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lord Abbett's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lord Abbett's mutual fund. These opinions can provide insight into Lord Abbett's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lord Abbett Ultra. 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 board of governors. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.