Madison Diversified Income Manager Performance
| MBLCXDelisted Fund | USD 12.99 0.00 0.00% |
The fund secures a Beta (Market Risk) of 0.0988, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Madison Diversified's returns are expected to increase less than the market. However, during the bear market, the loss of holding Madison Diversified is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Madison Diversified Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Madison Diversified is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreMadison |
Madison Diversified Relative Risk vs. Return Landscape
If you would invest 1,299 in Madison Diversified Income on October 31, 2025 and sell it today you would earn a total of 0.00 from holding Madison Diversified Income or generate 0.0% return on investment over 90 days. Madison Diversified Income is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Madison, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Madison Diversified Current Valuation
Overvalued
Today
Please note that Madison Diversified's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Madison Diversified secures a last-minute Real Value of $12.01 per share. The latest price of the fund is $12.99. We determine the value of Madison Diversified 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 Madison Diversified is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Madison Mutual Fund. However, Madison Diversified'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 12.99 | Real 12.01 | Hype 12.99 | Naive 12.98 |
The intrinsic value of Madison Diversified'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 Madison Diversified'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 Madison Diversified Income helps investors to forecast how Madison 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 Madison Diversified more accurately as focusing exclusively on Madison Diversified's fundamentals will not take into account other important factors: Madison Diversified Target Price Odds to finish over Current Price
The tendency of Madison Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 12.99 | 90 days | 12.99 | about 39.25 |
Based on a normal probability distribution, the odds of Madison Diversified to move above the current price in 90 days from now is about 39.25 (This Madison Diversified Income probability density function shows the probability of Madison Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Madison Diversified has a beta of 0.0988. This indicates as returns on the market go up, Madison Diversified average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Madison Diversified Income will be expected to be much smaller as well. Additionally Madison Diversified Income has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Madison Diversified Price Density |
| Price |
Predictive Modules for Madison Diversified
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Madison Diversified. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Madison Diversified's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Madison Diversified Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Madison Diversified is not an exception. The market had few large corrections towards the Madison Diversified's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Madison Diversified Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Madison Diversified within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.02 | |
β | Beta against Dow Jones | 0.1 | |
σ | Overall volatility | 0.11 | |
Ir | Information ratio | -0.24 |
Madison Diversified Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Madison Diversified for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Madison Diversified can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Madison Diversified is not yet fully synchronised with the market data | |
| Madison Diversified has a very high chance of going through financial distress in the upcoming years |
Madison Diversified Fundamentals Growth
Madison Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Madison Diversified, and Madison Diversified 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 Madison Mutual Fund performance.
| Price To Earning | 17.18 X | |||
| Price To Book | 2.59 X | |||
| Price To Sales | 1.71 X | |||
| Total Asset | 153.08 M | |||
About Madison Diversified Performance
Evaluating Madison Diversified's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Madison Diversified 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 Madison Diversified 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 seeks income by investing in a broadly diversified array of securities, including bonds, common stocks, real estate securities, foreign market bonds and stocks, and money market instruments. Madison Diversified is traded on NASDAQ Exchange in the United States.Things to note about Madison Diversified performance evaluation
Checking the ongoing alerts about Madison Diversified for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Madison Diversified help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Madison Diversified is not yet fully synchronised with the market data | |
| Madison Diversified has a very high chance of going through financial distress in the upcoming years |
- Analyzing Madison Diversified'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 Madison Diversified's stock is overvalued or undervalued compared to its peers.
- Examining Madison Diversified'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 Madison Diversified's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Madison Diversified's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Madison Diversified's mutual fund. These opinions can provide insight into Madison Diversified's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis 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 unemployment. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
Other Consideration for investing in Madison Mutual Fund
If you are still planning to invest in Madison Diversified 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 Madison Diversified's history and understand the potential risks before investing.
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