LGIFX Mutual Fund Manager Performance Evaluation

LGIFX -  USA Fund  

USD 12.50  0.20  1.57%

The fund secures a Beta (Market Risk) of 0.2489, which conveys not very significant fluctuations relative to the market. Let's try to break down what LGIFX's beta means in this case. As returns on the market increase, Lord Abbett returns are expected to increase less than the market. However, during the bear market, the loss on holding Lord Abbett will be expected to be smaller as well. Even though it is essential to pay attention to Lord Abbett Mid price patterns, it is always good to be careful when utilizing equity historical price patterns. Our philosophy towards estimating any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Lord Abbett exposes twenty-six different technical indicators, which can help you to evaluate its performance.

LGIFX Mutual Fund Performance 

 
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LGIFX Performance
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Over the last 90 days Lord Abbett Mid has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's technical and fundamental indicators remain fairly strong which may send shares a bit higher in February 2022. The current disturbance may also be a sign of long term up-swing for the fund investors.
Fifty Two Week Low12.94
Fifty Two Week High18.15
Annual Report Expense Ratio0.81%

Lord Abbett Relative Risk vs. Return Landscape

If you would invest  1,767  in Lord Abbett Mid on October 29, 2021 and sell it today you would lose (454.00)  from holding Lord Abbett Mid or give up 25.69% of portfolio value over 90 days. Lord Abbett Mid is currently producing negative expected returns and takes up 1.8312% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than LGIFX, and 99% 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 under-perform the market. In addition to that, the company is 2.17 times more volatile than its market benchmark. It trades about -0.26 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.09 per unit of volatility.

Lord Abbett Current Valuation

Overvalued
Today 12.50
Share
Please note that Lord Abbett's price fluctuation is not too volatile at this time.
Lord Abbett Mid secures a last-minute Real Value of $11.5 per share. The latest price of the fund is $12.5. At this time, the fund appears to be overvalued. We determine the value of Lord Abbett Mid from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued stocks and dropping overvalued stocks since, at some point, stock prices and their ongoing real values will merge together.
Our valuation method for Lord Abbett Mid is useful when determining the fair value of the LGIFX 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 LGIFX 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.
11.50
Real Value
13.33
Upside
Estimating the potential upside or downside of Lord Abbett Mid helps investors to forecast how LGIFX 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:
Hype
Prediction
LowEstimated ValueHigh
10.6712.5014.33
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 Mid, 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 = -0.2606

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Negative ReturnsLGIFX
Estimated Market Risk
 1.83
  actual daily
 
 15 %
of total potential
 
1515
Expected Return
 -0.48
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 0 %
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Risk-Adjusted Return
 -0.26
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Based on monthly moving average Lord Abbett is performing at about 0% 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.

About Lord Abbett Performance

To evaluate Lord Abbett Mid 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 LGIFX 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 Mid stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents LGIFX'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 invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of mid-sized companies. Lord Abbett is traded on NASDAQ Exchange in the United States.

Things to note about Lord Abbett Mid

Checking the ongoing alerts about Lord Abbett for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Lord Abbett Mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Lord Abbett Alerts

Equity Alerts and Improvement Suggestions

Lord Abbett Mid generated a negative expected return over the last 90 days
The fund maintains all of its assets in stocks
Additionally, see Stocks Correlation. Note that the Lord Abbett Mid information on this page should be used as a complementary analysis to other Lord Abbett'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 Content Syndication module to quickly integrate customizable finance content to your own investment portal.

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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 Lord Abbett value 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.