Mfs Total Financial Statements From 2010 to 2026
Mfs Total's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Mfs Total's valuation are provided below:Mfs Total Return does not presently have any fundamental ratios for analysis.
This module can also supplement various Mfs Total Technical models . Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics.
Check Mfs Total financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Mfs Total's main balance sheet or income statement drivers, such as , as well as many indicators such as . Mfs financial statements analysis is a perfect complement when working with Mfs Total Valuation or Volatility modules.
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Mfs Total Return Mutual Fund Ten Year Return Analysis
Mfs Total's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Mfs Total Ten Year Return | 3.20 % |
Most of Mfs Total's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Mfs Total Return is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
CompetitionBased on the latest financial disclosure, Mfs Total Return has a Ten Year Return of 3.2%. This is much higher than that of the MFS family and significantly higher than that of the Intermediate Core-Plus Bond category. The ten year return for all United States funds is notably lower than that of the firm.
Mfs Total Return Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Total's current stock value. Our valuation model uses many indicators to compare Mfs Total value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Total competition to find correlations between indicators driving Mfs Total's intrinsic value. More Info.Mfs Total Return is one of the top funds in one year return among similar funds. It also is one of the top funds in three year return among similar funds reporting about 0.51 of Three Year Return per One Year Return. The ratio of One Year Return to Three Year Return for Mfs Total Return is roughly 1.96 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Mfs Total's earnings, one of the primary drivers of an investment's value.Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Other Consideration for investing in Mfs Mutual Fund
If you are still planning to invest in Mfs Total Return check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Mfs Total's history and understand the potential risks before investing.
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