Madison Diversified Income Fund Manager Performance Evaluation
| MBLCX Fund | USD 13.39 0.01 0.07% |
The fund secures a Beta (Market Risk) of 0.25, 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
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Madison Diversified Income are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. 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.
...more1 | Madison Diversified Income Fund Q3 2024 Investment Strategy Letter - Seeking Alpha | 10/22/2024 |
| Expense Ratio | 1.8600 |
Madison |
Madison Diversified Relative Risk vs. Return Landscape
If you would invest 1,309 in Madison Diversified Income on September 4, 2024 and sell it today you would earn a total of 30.00 from holding Madison Diversified Income or generate 2.29% return on investment over 90 days. Madison Diversified Income is currently producing 0.0357% returns and takes up 0.2424% volatility of returns over 90 trading days. Put another way, 2% 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
Fairly Valued
Today
Please note that Madison Diversified's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Madison Diversified secures a last-minute Real Value of $13.35 per share. The latest price of the fund is $13.39. 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 13.39 | Real 13.35 | Hype 13.39 | Naive 13.45 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Madison Diversified's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Madison Diversified Income, and traders can use it to determine the average amount a Madison Diversified'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 = 0.1473
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MBLCX |
Estimated Market Risk
| 0.24 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Madison Diversified is performing at about 11% 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 Madison Diversified by adding it to a well-diversified portfolio.
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 invests primarily in shares of other registered investment companies. The fund will be diversified among several asset classes and its allocation among underlying funds will be based on an asset allocation model developed by the funds investment adviser. Under normal circumstances, the funds total net assets will be allocated among various asset classes and underlying funds, including those whose shares trade on a stock exchange, with target allocations over time of approximately 60 percent equity investments and 40 percent fixed income investments.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.Evaluating Madison Diversified's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Madison Diversified's mutual fund performance include:- 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.
Other Information on Investing in Madison Mutual Fund
Madison Diversified financial ratios help investors to determine whether Madison 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 Madison with respect to the benefits of owning Madison Diversified security.
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