Leuthold Select Industries Fund Manager Performance Evaluation

LSLTX Fund  USD 35.33  0.12  0.34%   
The fund secures a Beta (Market Risk) of 0.5, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Leuthold Select's returns are expected to increase less than the market. However, during the bear market, the loss of holding Leuthold Select is expected to be smaller as well.

Risk-Adjusted Performance

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Over the last 90 days Leuthold Select Industries has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Expense Ratio Date31st of January 2023
Expense Ratio1.5000
  

Leuthold Select Relative Risk vs. Return Landscape

If you would invest  3,967  in Leuthold Select Industries on September 14, 2024 and sell it today you would lose (434.00) from holding Leuthold Select Industries or give up 10.94% of portfolio value over 90 days. Leuthold Select Industries is currently producing negative expected returns and takes up 2.0801% volatility of returns over 90 trading days. Put another way, 18% 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  
Assuming the 90 days horizon Leuthold Select is expected to under-perform the market. In addition to that, the company is 2.83 times more volatile than its market benchmark. It trades about -0.08 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 per unit of volatility.

Leuthold Select Current Valuation

Undervalued
Today
35.33
Please note that Leuthold Select's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Leuthold Select Indu secures a last-minute Real Value of $36.01 per share. The latest price of the fund is $35.33. We determine the value of Leuthold Select Indu 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 Select is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Leuthold Mutual Fund. However, Leuthold Select'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  35.33 Real  36.01 Hype  35.21 Naive  37.1
The intrinsic value of Leuthold Select'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 Select'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.
36.01
Real Value
38.09
Upside
Estimating the potential upside or downside of Leuthold Select Industries 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 Select more accurately as focusing exclusively on Leuthold Select's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
33.1238.3343.55
Details
Hype
Prediction
LowEstimatedHigh
33.1335.2137.29
Details
Naive
Forecast
LowNext ValueHigh
35.0237.1039.18
Details

Leuthold Select Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Leuthold Select's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Leuthold Select Industries, and traders can use it to determine the average amount a Leuthold Select'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 = -0.0771

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Negative ReturnsLSLTX

Estimated Market Risk

 2.08
  actual daily
18
82% of assets are more volatile

Expected Return

 -0.16
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.08
  actual daily
0
Most of other assets perform better
Based on monthly moving average Leuthold Select 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 Select by adding Leuthold Select to a well-diversified portfolio.

Leuthold Select Fundamentals Growth

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

About Leuthold Select Performance

Evaluating Leuthold Select's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Leuthold Select 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 Select 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 seeks capital appreciation by investing substantially all of its assets in equity securities traded in the U.S. securities markets . It invests in companies of all sizes and industries as well as in growth stocks and value stocks. In investing in equity securities, the fund uses a disciplined, unemotional, quantitative investment approach that is based on the belief investors can achieve superior investment performance through group selection .

Things to note about Leuthold Select Indu performance evaluation

Checking the ongoing alerts about Leuthold Select for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Leuthold Select Indu help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Leuthold Select Indu generated a negative expected return over the last 90 days
The fund maintains 98.94% of its assets in stocks
Evaluating Leuthold Select's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Leuthold Select's mutual fund performance include:
  • Analyzing Leuthold Select'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 Select's stock is overvalued or undervalued compared to its peers.
  • Examining Leuthold Select'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 Select's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Leuthold Select's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Leuthold Select's mutual fund. These opinions can provide insight into Leuthold Select's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Leuthold Select's mutual fund performance is not an exact science, and many factors can impact Leuthold Select'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.

Other Information on Investing in Leuthold Mutual Fund

Leuthold Select 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 Select security.
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