LORD Mutual Fund Manager Performance Evaluation

Mutual Funds USA . 
Fund . LORD ABBETT ALPHA
ALFRX Fund  USD 19.38  0.18  0.14%   
The fund secures a Beta (Market Risk) of 0.9717, which conveys possible diversification benefits within a given portfolio. Let's try to break down what LORD's beta means in this case. LORD ABBETT returns are very sensitive to returns on the market. As the market goes up or down, LORD ABBETT is expected to follow. Although it is important to respect LORD ABBETT ALPHA price patterns, it is better to be realistic regarding the information on the equity's historical price patterns. The approach 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 inspecting LORD ABBETT ALPHA technical indicators, you can now evaluate if the expected return of 0.13% will be sustainable into the future.
  

LORD Performance

9 of 100

Compared to the overall equity markets, risk-adjusted returns on investments in LORD ABBETT ALPHA are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, LORD ABBETT may actually be approaching a critical reversion point that can send shares even higher in July 2023.
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Fifty Two Week Low19.02
Fifty Two Week High28.72

LORD ABBETT Relative Risk vs. Return Landscape

If you would invest  1,967  in LORD ABBETT ALPHA on March 11, 2023 and sell it today you would earn a total of  158.00  from holding LORD ABBETT ALPHA or generate 8.03% return on investment over 90 days. LORD ABBETT ALPHA is currently producing 0.1301% returns and takes up 1.049% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than LORD, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon LORD ABBETT is expected to generate 1.2 times more return on investment than the market. However, the company is 1.2 times more volatile than its market benchmark. It trades about 0.12 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.09 per unit of risk.

LORD ABBETT Current Valuation

Overvalued
Today 21.25
Please note that LORD ABBETT's price fluctuation is very steady at this time.
LORD ABBETT ALPHA secures a last-minute Real Value of $19.38 per share. The latest price of the fund is $21.25. At this time, the fund appears to be overvalued. We determine the value of LORD ABBETT ALPHA from inspecting 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 future time, mutual fund prices and their ongoing real values will merge together.
Our valuation method for LORD ABBETT ALPHA 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.
The real value of a stock, also known as the intrinsic value, is the underlying worth of a company that is reflected in its stock price. It is based on the company's financial performance, assets, liabilities, growth prospects, management team, industry conditions, and other relevant factors. The real value of a stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, price-to-book ratio, and other valuation metrics. The real value of a stock 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 the stock's price. It is important to note that the real value of a stock is not a fixed number and may change over time based on changes in the company's performance and other relevant factors.
19.38
Real Value
23.38
Upside
Estimating the potential upside or downside of LORD ABBETT ALPHA 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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
19.9020.6921.49
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Hype
Prediction
LowEstimatedHigh
20.2021.2522.30
Details
Potential
Annual Dividend
LowForecastedHigh
0.110.110.11
Details

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 ALPHA, 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 = 0.124

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Estimated Market Risk

 1.05
  actual daily
 9 
91% of assets are more volatile
99

Expected Return

 0.13
  actual daily
 2 
98% of assets have higher returns
22

Risk-Adjusted Return

 0.12
  actual daily
 9 
91% of assets perform better
99
Based on monthly moving average LORD ABBETT is performing at about 9% 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.
Price to Earning20.56 X
Price to Book2.34 X
Price to Sales1.59 X
Total Asset641.89 M

About LORD ABBETT Performance

To evaluate LORD ABBETT ALPHA 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 ALPHA 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.
The fund is a fund of funds that invests in affiliated mutual funds managed by Lord, Abbett Co. Lord Abbett is traded on NASDAQ Exchange in the United States.

Things to note about LORD ABBETT ALPHA 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 ALPHA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
LORD ABBETT ALPHA is unlikely to experience financial distress in the next 2 years
The fund holds 99.94% of its assets under management (AUM) in equities
Evaluating LORD ABBETT's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate LORD ABBETT's mutual fund performance include:
  • 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.
It's essential to remember that evaluating LORD ABBETT's mutual fund performance is not an exact science, and many factors can impact LORD ABBETT's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in LORD ABBETT ALPHA. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as various price indices. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.

Complementary Tools for LORD Mutual Fund analysis

When running LORD ABBETT's price analysis, check to measure LORD ABBETT's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy LORD ABBETT is operating at the current time. Most of LORD ABBETT's value examination focuses on studying past and present price action to predict the probability of LORD ABBETT's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move LORD ABBETT's price. Additionally, you may evaluate how the addition of LORD ABBETT to your portfolios can decrease your overall portfolio volatility.
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Financial
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Please note, there is a significant difference between LORD ABBETT's value and its price as these two are different measures arrived at by different means. Investors typically determine if LORD ABBETT is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, LORD ABBETT's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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