Lowell Resources FundASX:LRT -0.91%64 5-Year Yield-on-Cost % is 6.64 as of Jul. 07, 2026, which is 15% above its 10-year median of 5.77. GuruFocus rates ASX:LRT with a GF Score™ of 64/100 and a GF Value™ of A$11.60 (Possible Value Trap). The stock has 2 warning signs investors should review. Among 1,113 Asset Management companies, Lowell Resources Fund ranks better than 52.38% on this metric.
Lowell Resources Fund's yield on cost for the quarter that ended in Dec. 2025 was 6.64.
The historical rank and industry rank for Lowell Resources Fund's 5-Year Yield-on-Cost % or its related term are showing as below:
ASX:LRT'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.92 Med: 5.77 Max: 14.77
Current: 6.64
During the past 9 years, Lowell Resources Fund's highest Yield on Cost was 14.77. The lowest was 0.92. And the median was 5.77.
ASX:LRT's 5-Year Yield-on-Cost % is ranked better than 52.38% of 1113
companies
in the Asset Management industry
Industry Median: 6.35
vs ASX:LRT: 6.64
Lowell Resources Fund (ASX:LRT) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Lowell Resources Fund 5-Year Yield-on-Cost % Related Terms
ASX:LRT vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Lowell Resources Fund's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Lowell Resources Fund 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Lowell Resources Fund's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Lowell Resources Fund's 5-Year Yield-on-Cost % falls into.
Lowell Resources Fund 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Lowell Resources Fund (ASX:LRT) has a 5-Year Yield-on-Cost % of 6.64 as of Jul. 07, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Lowell Resources Fund and its competitors. This is 15% above median its historical median of 5.77. Over the past decade, Lowell Resources Fund's 5-Year Yield-on-Cost % has ranged from 0.92 to 14.77. According to the industry distribution chart, Lowell Resources Fund ranks #530 out of 1113 companies in the Asset Management industry, placing it in the top 47.6%.
Is Lowell Resources Fund's 5-Year Yield-on-Cost % too high?
Lowell Resources Fund's current 5-Year Yield-on-Cost % of 6.64 is 15% above median its 10-year median of 5.77. Over the past 10 years, this metric has ranged from a low of 0.92 to a high of 14.77. The Asset Management industry median 5-Year Yield-on-Cost % is 6.35. Lowell Resources Fund's value of 6.64 is 4.6% above this industry median. Based on the distribution chart, Lowell Resources Fund ranks #530 out of 1113 companies in the Asset Management industry, which is above the industry midpoint. Overall, Lowell Resources Fund has a GF Score™ of 64/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Lowell Resources Fund's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Lowell Resources Fund ranks #530 out of 1113 companies for 5-Year Yield-on-Cost %. This puts Lowell Resources Fund in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 6.35. Lowell Resources Fund's value of 6.64 is 4.6% above this benchmark. Historically, Lowell Resources Fund's own 5-Year Yield-on-Cost % has ranged from 0.92 to 14.77 over the past decade. While the company's 10-year median is 5.77 vs. the industry median of 6.35, Lowell Resources Fund has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.35, based on 1,113 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Lowell Resources Fund's current 5-Year Yield-on-Cost % of 6.64 is 4.6% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Lowell Resources Fund and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Lowell Resources Fund's current 5-Year Yield-on-Cost % is 6.64, which is 15% above median its own 10-year median of 5.77. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lowell Resources Fund stock overvalued right now?
Based on GuruFocus' analysis, Lowell Resources Fund (ASX:LRT) is currently considered Possible Value Trap. The stock's GF Value™ is A$11.60, compared to a current price of A$2.18 — trading 81.2% below its estimated fair value. The current 5-Year Yield-on-Cost % is 6.64, which is 15% above median its 10-year median of 5.77 and 4.6% above the Asset Management industry median of 6.35. Lowell Resources Fund's overall GF Score™ is 64/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Lowell Resources Fund (ASX:LRT), the current 5-Year Yield-on-Cost % is 6.64 as of Jul. 07, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Lowell Resources Fund (ASX:LRT) Overvalued in 2026?
Based on GuruFocus' analysis, Lowell Resources Fund stock appears to be undervalued.
The current stock price of A$2.18 is trading 81.2% below its estimated GF Value™ of A$11.60.
GuruFocus considers Lowell Resources Fund to be Possible Value Trap.
Key valuation signals for ASX:LRT:
5-Year Yield-on-Cost %: 6.64 (15% above median its 10-year median of 5.77)
GF Value™: A$11.60 vs. price of A$2.18 (81.2% below fair value)
Industry Position: 4.6% above the Asset Management median (#530 of 1113)
No single metric tells the full story. See the ASX:LRT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Lowell Resources Fund is a unit trust that is focused on investing in shares and other financial products issued by resources companies listed on Australian and overseas stock exchanges. It is a specialist Managed Investment Fund that focuses its stock selection on junior resource companies that have achieved exploration success, have established a potentially commercial resource base, and are considered to have a good probability of building on that initial success and moving into production. The fund operates predominantly in Australia and is engaged solely in investment activities, deriving revenue from dividends and distribution income, interest income, and the sale of its investments.
64GF Score
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