Nasdaq - Delayed Quote
USD
Patient Opportunity C (LMOPX)
46.54
-1.00
(-2.10%)
At close: 8:07:12 PM EST
Fund Summary
The fund normally makes investments that, in the portfolio managers' opinion, offer the opportunity for long-term growth of capital. The portfolio managers exercise a flexible strategy in the selection of investments, not limited by investment style or asset class. It may invest without limit in the common stock of U.S. and foreign issuers of all sizes and in other U.S. and foreign securities. The fund may also borrow money for investment purposes, in amounts up to 10% of the fund's net assets measured as of the time of the borrowing, which is a practice known as leveraging. It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 66.82% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 10 |
Performance & Risk
| YTD Return | 12.25% |
| 5y Average Return | 7.20% |
| Rank in Category (ytd) | 23 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.42 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
LMOPX | Category Average | LMOPX | Category Average | LMOPX | Category Average |
|
Alpha
|
-0.56 | -0.09 | -6.07 | -0.07 | -6.91 | -0.06 |
|
BETA
|
1.42 | 0.01 | 1.42 | 0.01 | 1.6 | 0.01 |
|
Mean Annual Return
|
2.29 | 0.01 | 0.92 | 0.01 | 1.3 | 0.01 |
|
R-squared
|
79.46 | 0.85 | 76.84 | 0.82 | 79.71 | 0.84 |
|
Standard Deviation
|
20.36 | 0.25 | 25.9 | 0.2 | 28.32 | 0.17 |
|
Sharpe Ratio
|
1.13 | 0.01 | 0.27 | 0.01 | 0.46 | 0.01 |
|
Treynor Ratio
|
16.99 | 0.08 | 2.8 | 0.09 | 6.04 | 0.09 |
