Live Oak Health Fund Manager Performance Evaluation
| LOGSX Fund | USD 24.36 0.01 0.04% |
The fund secures a Beta (Market Risk) of 0.57, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Live Oak's returns are expected to increase less than the market. However, during the bear market, the loss of holding Live Oak is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Live Oak Health are ranked lower than 23 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Live Oak showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | IIFL Fintech Fund Logs 5x Return on Partial Exit from FinBox - outlookbusiness.com | 10/06/2025 |
2 | Blume Ventures logs initial close of fifth fund at 175 million - The Economic Times | 10/29/2025 |
3 | India logs record SIP collections in October equity fund inflows at 4-month low - TradingView | 11/10/2025 |
| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 1.0300 |
Live |
Live Oak Relative Risk vs. Return Landscape
If you would invest 2,113 in Live Oak Health on September 28, 2025 and sell it today you would earn a total of 323.00 from holding Live Oak Health or generate 15.29% return on investment over 90 days. Live Oak Health is currently producing 0.229% returns and takes up 0.7796% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Live, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Live Oak Current Valuation
Undervalued
Today
Please note that Live Oak's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Live Oak Health secures a last-minute Real Value of $26.19 per share. The latest price of the fund is $24.36. We determine the value of Live Oak Health 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 Live Oak is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Live Mutual Fund. However, Live Oak'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 24.36 | Real 26.19 | Hype 24.34 | Naive 25.1 |
The intrinsic value of Live Oak'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 Live Oak'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 Live Oak Health helps investors to forecast how Live 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 Live Oak more accurately as focusing exclusively on Live Oak's fundamentals will not take into account other important factors: Live Oak Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Live Oak's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Live Oak Health, and traders can use it to determine the average amount a Live Oak'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 = 0.2938
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | LOGSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Based on monthly moving average Live Oak is performing at about 23% 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 Live Oak by adding it to a well-diversified portfolio.
Live Oak Fundamentals Growth
Live Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Live Oak, and Live Oak 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 Live Mutual Fund performance.
| Price To Earning | 16.27 X | ||||
| Price To Book | 2.63 X | ||||
| Price To Sales | 0.77 X | ||||
| Total Asset | 53.57 M | ||||
About Live Oak Performance
Evaluating Live Oak's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Live Oak 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 Live Oak 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 invests primarily in common stocks of companies engaged in the research, development, production, or distribution of products or services related to health care, medicine, or the life sciences. It will invest at least 80 percent of its net assets, under normal circumstances, in equity securities of health science companies. The fund invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts that meet the investment criteria of the fund.Things to note about Live Oak Health performance evaluation
Checking the ongoing alerts about Live Oak for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Live Oak Health help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Live Oak's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Live Oak's mutual fund performance include:- Analyzing Live Oak'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 Live Oak's stock is overvalued or undervalued compared to its peers.
- Examining Live Oak'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 Live Oak's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Live Oak's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Live Oak's mutual fund. These opinions can provide insight into Live Oak's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Live Mutual Fund
Live Oak financial ratios help investors to determine whether Live 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 Live with respect to the benefits of owning Live Oak security.
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |