Lifestyle Ii Aggressive Fund Manager Performance Evaluation

JIIOX Fund  USD 12.32  0.04  0.32%   
The fund secures a Beta (Market Risk) of -0.0905, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Lifestyle are expected to decrease at a much lower rate. During the bear market, Lifestyle is likely to outperform the market. By analyzing Lifestyle Ii Aggressive technical indicators, you can presently evaluate if the expected return of 0.1% will be sustainable into the future.

Risk-Adjusted Performance

11 of 100

 
Low
 
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Compared to the overall equity markets, risk-adjusted returns on investments in Lifestyle Ii Aggressive are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Lifestyle may actually be approaching a critical reversion point that can send shares even higher in April 2024.
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Expense Ratio0.6800
  

Lifestyle Relative Risk vs. Return Landscape

If you would invest  1,160  in Lifestyle Ii Aggressive on December 2, 2023 and sell it today you would earn a total of  72.00  from holding Lifestyle Ii Aggressive or generate 6.21% return on investment over 90 days. Lifestyle Ii Aggressive is currently producing 0.1029% returns and takes up 0.7153% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Lifestyle, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Lifestyle is expected to generate 1.34 times less return on investment than the market. In addition to that, the company is 1.12 times more volatile than its market benchmark. It trades about 0.14 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.21 per unit of volatility.

Lifestyle Current Valuation

Overvalued
Today
12.32
Please note that Lifestyle's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Lifestyle Ii Aggressive secures a last-minute Real Value of $11.28 per share. The latest price of the fund is $12.32. We determine the value of Lifestyle Ii Aggressive 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 Lifestyle Ii Aggressive is useful when determining the fair value of the Lifestyle mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Lifestyle. Since Lifestyle is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lifestyle Mutual Fund. However, Lifestyle'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  12.32 Real  11.28 Hype  12.36
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.
11.28
Real Value
13.60
Upside
Estimating the potential upside or downside of Lifestyle Ii Aggressive helps investors to forecast how Lifestyle 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 Lifestyle more accurately as focusing exclusively on Lifestyle's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
11.6412.3613.08
Details

Lifestyle Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Lifestyle's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lifestyle Ii Aggressive, and traders can use it to determine the average amount a Lifestyle'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 = 0.1439

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Estimated Market Risk

 0.72
  actual daily
6
94% of assets are more volatile

Expected Return

 0.1
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.14
  actual daily
11
89% of assets perform better
Based on monthly moving average Lifestyle is performing at about 11% 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 Lifestyle by adding it to a well-diversified portfolio.

Lifestyle Fundamentals Growth

Lifestyle Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lifestyle, and Lifestyle 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 Lifestyle Mutual Fund performance.

About Lifestyle Performance

To evaluate Lifestyle Ii Aggressive 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 Lifestyle 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 Lifestyle 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 Lifestyle Ii Aggressive market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Lifestyle'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 operates as a fund of funds and normally invests approximately 95 percent of its assets in underlying funds that invest primarily in equity securities and 5 percent of its assets in underlying funds that invest primarily in fixed-income securities. underlying funds may be affiliated or unaffiliated and may include exchange-traded funds . The fund may invest in various passively managed underlying funds that, as a group, hold a wide range of equity-type securities.

Things to note about Lifestyle Ii Aggressive performance evaluation

Checking the ongoing alerts about Lifestyle for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lifestyle Ii Aggressive help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Latest headline from news.google.com: 5 Best Cheap Car Insurance in New York For 2024 - Insider Monkey
The fund retains 95.65% of its assets under management (AUM) in equities
Evaluating Lifestyle's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Lifestyle's mutual fund performance include:
  • Analyzing Lifestyle'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 Lifestyle's stock is overvalued or undervalued compared to its peers.
  • Examining Lifestyle'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 Lifestyle's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lifestyle's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Lifestyle's mutual fund. These opinions can provide insight into Lifestyle's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Lifestyle's mutual fund performance is not an exact science, and many factors can impact Lifestyle'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 Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Lifestyle Ii Aggressive. 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 persons.
You can also try the AI Investment Finder module to use AI to screen and filter profitable investment opportunities.

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When running Lifestyle's price analysis, check to measure Lifestyle'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 Lifestyle is operating at the current time. Most of Lifestyle's value examination focuses on studying past and present price action to predict the probability of Lifestyle's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lifestyle's price. Additionally, you may evaluate how the addition of Lifestyle to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Lifestyle's value and its price as these two are different measures arrived at by different means. Investors typically determine if Lifestyle is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lifestyle'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.