Retirement Living Through Fund Manager Performance Evaluation
JLHEX Fund | USD 9.70 0.07 0.73% |
The fund holds a Beta of 0.85, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Retirement Living's returns are expected to increase less than the market. However, during the bear market, the loss of holding Retirement Living is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Retirement Living Through are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Retirement Living is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreExpense Ratio | 1.1000 |
Retirement |
Retirement Living Relative Risk vs. Return Landscape
If you would invest 946.00 in Retirement Living Through on January 29, 2024 and sell it today you would earn a total of 24.00 from holding Retirement Living Through or generate 2.54% return on investment over 90 days. Retirement Living Through is currently producing 0.0407% returns and takes up 0.5674% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Retirement, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
Risk |
Retirement Living Current Valuation
Fairly Valued
Today
Please note that Retirement Living's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Retirement Living Through holds a recent Real Value of $9.7 per share. The prevailing price of the fund is $9.7. We determine the value of Retirement Living Through from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support 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 Retirement Living Through is useful when determining the fair value of the Retirement mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Retirement Living. Since Retirement Living is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Retirement Mutual Fund. However, Retirement Living'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 9.7 | Real 9.7 | Hype 9.7 |
The real value of Retirement Mutual Fund, also known as its intrinsic value, is the underlying worth of Retirement Living Through Mutual Fund, which is reflected in its stock price. It is based on Retirement Living's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Retirement Living'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 Retirement Living'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 Retirement Living Through helps investors to forecast how Retirement 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 Retirement Living more accurately as focusing exclusively on Retirement Living's fundamentals will not take into account other important factors: Retirement Living Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Retirement Living's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Retirement Living Through, and traders can use it to determine the average amount a Retirement Living'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 = 0.0718
Best Portfolio | Best Equity | |||
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Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns | JLHEX |
Estimated Market Risk
0.57 actual daily | 5 95% of assets are more volatile |
Expected Return
0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Retirement Living is performing at about 5% 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 Retirement Living by adding it to a well-diversified portfolio.
Retirement Living Fundamentals Growth
Retirement Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Retirement Living, and Retirement Living 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 Retirement Mutual Fund performance.
Price To Earning | 16.06 X | ||||
Price To Book | 1.83 X | ||||
Price To Sales | 1.30 X | ||||
Total Asset | 1.3 B | ||||
About Retirement Living Performance
To evaluate Retirement Living Through 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 Retirement Living 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 Retirement 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 Retirement Living Through market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Retirement'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 invests substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2035. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time.Things to note about Retirement Living Through performance evaluation
Checking the ongoing alerts about Retirement Living for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Retirement Living Through help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.The fund retains about 5.35% of its assets under management (AUM) in cash |
- Analyzing Retirement Living'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 Retirement Living's stock is overvalued or undervalued compared to its peers.
- Examining Retirement Living'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 Retirement Living's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Retirement Living's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Retirement Living's mutual fund. These opinions can provide insight into Retirement Living's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Retirement Living Through. 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 income. Note that the Retirement Living Through information on this page should be used as a complementary analysis to other Retirement Living'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 ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.