Lgm Risk Managed Fund Manager Performance Evaluation
| LBETX Fund | USD 11.32 0.04 0.35% |
The fund owns a Beta (Systematic Risk) of 0.31, which means possible diversification benefits within a given portfolio. As returns on the market increase, Lgm Risk's returns are expected to increase less than the market. However, during a bear market, the loss from holding Lgm Risk is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
During the last 90 trading days, Lgm Risk Managed produced negative risk-adjusted performance, which signals weak return efficiency for fund investors. The business is commonly classified in the Large Blend sector and the Large Blend industry. Despite somewhat strong basic indicators, Lgm Risk is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
Lgm |
Relative Risk vs. Return Landscape
If you had invested $ 1,147 in Lgm Risk Managed on December 16, 2025 and sold it today you would have lost $ 15.00 from holding Lgm Risk Managed or given up 1.31% of portfolio value over 90 days. Lgm Risk Managed is currently producing negative expected returns and carries 0.2769% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Lgm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Target Price Odds to finish over Current Price
Price forecasting for Lgm Mutual Fund often builds on the principle of mean reversion, where prices tend to converge toward historical averages. While this pattern is broadly applicable across funds, persistent mispricings in some instruments highlight the role of additional risk factors in pricing dynamics.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 11.32 | 90 days | 11.32 | close to 99 |
Based on probability analysis of this fund, the likelihood of Lgm Risk moving above the current price in 90 days from now is close to 99 (This fund probability distribution maps the expected range of Lgm Mutual Fund prices over 90 days).
Lgm Risk Price Density |
| Price |
Predictive Modules for Lgm Risk
No single forecasting method can reliably predict the fund market, but the practice of applying multiple models to instruments like Lgm Risk Managed remains a core element of investment analysis. Comparing results helps investors build a more complete picture and prepare for a range of potential outcomes.The degree to which Lgm Risk's exhibits mean reversion depends on how efficiently the market prices new information. In highly covered equities, the mean reversion window tends to be shorter.
Primary Risk Indicators
Over the past 10-20 years, the mutual fund market has seen violent swings that have tested investor resolve. Lgm Risk has been part of this volatility. Those holding Lgm Risk Managed should consider a hedging strategy that accounts for Lgm Risk's changing volatility and market elasticity to limit downside losses.α | Alpha over Dow Jones | -0.023 | |
β | Beta against Dow Jones | 0.31 | |
σ | Overall volatility | 0.07 | |
Ir | Information ratio | -0.0169 |
Investor Alerts and Insights
Funds like Lgm Risk can experience rapid changes in technical and fundamental conditions. Setting up alerts for Lgm Risk Managed ensures investors receive timely notifications about significant developments that may affect their positions.| Lgm Risk Managed generated a negative expected return over the last 90 days | |
| The fund maintains about 72.9% of its assets in cash |
Lgm Risk Fundamentals Growth
Lgm Risk's revenue trajectory, earnings quality, and financial leverage are the key fundamentals that drive Lgm Mutual Fund market valuation. Investors who track these metrics gain a clearer view of the forces shaping Lgm Mutual Fund price behavior.
| Total Asset | 15.63 M | |||
Performance Metrics & Calculation Methodology
Lgm Risk performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Risk-return balance shapes allocation context across cycles.
Unless otherwise specified, data for Lgm Risk Managed is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day. Return and risk statistics are calculated from historical price series.