Locorr Long/short Financials
| LCSAX Fund | USD 9.14 0.04 0.44% |
Locorr |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Locorr Long/short Fund Summary
Locorr Long/short competes with Aqr Managed, Pimco Trends, Pimco Trends, American Beacon, and Abbey Capital. The fund seeks to achieve its investment objectives by allocating its assets using two principal strategies Commodities Strategy and Fixed Income Strategy. The Commodities strategy is designed to produce capital appreciation by capturing returns related to the commodities markets. The Fixed Income strategy is designed to generate interest income and preserve principal by investing primarily in investment grade securities.Specialization | Systematic Trend, Systematic Trend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | LoCorr Investment Trust |
| Mutual Fund Family | LoCorr Funds |
| Mutual Fund Category | Systematic Trend |
| Benchmark | Dow Jones Industrial |
| Phone | 855 523 8637 |
| Currency | USD - US Dollar |
Locorr Long/short Key Financial Ratios
Locorr Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Locorr Long/short's current stock value. Our valuation model uses many indicators to compare Locorr Long/short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Locorr Long/short competition to find correlations between indicators driving Locorr Long/short's intrinsic value. More Info.Locorr Longshort Modities is number one fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 2.45 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Locorr Long/short's earnings, one of the primary drivers of an investment's value.Locorr Longshort Modities Systematic Risk
Locorr Long/short's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Locorr Long/short volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Locorr Longshort Modities correlated with the market. If Beta is less than 0 Locorr Long/short generally moves in the opposite direction as compared to the market. If Locorr Long/short Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Locorr Longshort Modities is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Locorr Long/short is generally in the same direction as the market. If Beta > 1 Locorr Long/short moves generally in the same direction as, but more than the movement of the benchmark.
Locorr Long/short Thematic Clasifications
Locorr Longshort Modities is part of Long Short Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in assets with both short and long positions. Funds or Etfs that are designed to hedge away market risk by investing in combination of bonds, stocks, derivative instruments as well as short positions to maximize returns irrespective of market conditions
This theme covers Funds investing in assets with both short and long positions. Funds or Etfs that are designed to hedge away market risk by investing in combination of bonds, stocks, derivative instruments as well as short positions to maximize returns irrespective of market conditions. Get More Thematic Ideas
Locorr Longshort Modities is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Systematic Trend category is currently estimated at about 26.56 Billion. Locorr Long/short holds roughly 1.26 Billion in net asset claiming about 5% of funds listed under Systematic Trend category.| Long Short Funds | View |
Locorr Long/short November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Locorr Long/short help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Locorr Longshort Modities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Locorr Longshort Modities based on widely used predictive technical indicators. In general, we focus on analyzing Locorr Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Locorr Long/short's daily price indicators and compare them against related drivers.
| Information Ratio | (0.57) | |||
| Maximum Drawdown | 1.48 | |||
| Value At Risk | (0.54) | |||
| Potential Upside | 0.3282 |
Other Information on Investing in Locorr Mutual Fund
Locorr Long/short financial ratios help investors to determine whether Locorr Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Locorr with respect to the benefits of owning Locorr Long/short security.
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