Leuthold Global Fund Manager Performance Evaluation
| GLBIX Fund | USD 9.02 0.01 0.11% |
The fund secures a Beta (Market Risk) of 0.48, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Leuthold Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Leuthold Global is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Leuthold Global Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's forward indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 31st of January 2023 | |
| Expense Ratio | 1.8600 |
Leuthold |
Leuthold Global Relative Risk vs. Return Landscape
If you would invest 989.00 in Leuthold Global Fund on September 16, 2024 and sell it today you would lose (87.00) from holding Leuthold Global Fund or give up 8.8% of portfolio value over 90 days. Leuthold Global Fund is currently producing negative expected returns and takes up 0.8661% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Leuthold, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Leuthold Global Current Valuation
Fairly Valued
Today
Please note that Leuthold Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Leuthold Global secures a last-minute Real Value of $9.15 per share. The latest price of the fund is $9.02. We determine the value of Leuthold Global 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.
Since Leuthold Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Leuthold Mutual Fund. However, Leuthold Global'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 9.02 | Real 9.15 | Hype 9.02 | Naive 9.05 |
The intrinsic value of Leuthold Global'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 Leuthold Global'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 Leuthold Global Fund helps investors to forecast how Leuthold 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 Leuthold Global more accurately as focusing exclusively on Leuthold Global's fundamentals will not take into account other important factors: Leuthold Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Leuthold Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Leuthold Global Fund, and traders can use it to determine the average amount a Leuthold Global'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 = -0.1591
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GLBIX |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.14 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Leuthold Global is not performing at its full potential. However, 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 Leuthold Global by adding Leuthold Global to a well-diversified portfolio.
Leuthold Global Fundamentals Growth
Leuthold Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Leuthold Global, and Leuthold Global 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 Leuthold Mutual Fund performance.
| Price To Earning | 11.60 X | ||||
| Price To Book | 1.47 X | ||||
| Price To Sales | 0.62 X | ||||
| Total Asset | 21.33 M | ||||
About Leuthold Global Performance
Evaluating Leuthold Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Leuthold Global has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Leuthold Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund is a flexible fund which allocates its investments in global developed and emerging markets among the asset classes, in proportions which reflect the judgment of Leuthold Weeden Capital Management. It invests at least 40 percent of its assets in securities from international markets, unless market conditions are not deemed favorable by the adviser, in which case the fund may invest less than 40 percent of its assets in securities.Things to note about Leuthold Global performance evaluation
Checking the ongoing alerts about Leuthold Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Leuthold Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Leuthold Global generated a negative expected return over the last 90 days | |
| The fund retains about 29.46% of its assets under management (AUM) in cash |
- Analyzing Leuthold Global'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 Leuthold Global's stock is overvalued or undervalued compared to its peers.
- Examining Leuthold Global'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 Leuthold Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Leuthold Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Leuthold Global's mutual fund. These opinions can provide insight into Leuthold Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Leuthold Mutual Fund
Leuthold Global financial ratios help investors to determine whether Leuthold 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 Leuthold with respect to the benefits of owning Leuthold Global security.
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