Msvif Growth Port Fund Manager Performance Evaluation
| MEGIX Fund | USD 21.16 0.58 2.82% |
The fund secures a Beta (Market Risk) of 1.25, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Msvif Growth will likely underperform.
Risk-Adjusted Performance
28 of 100
Weak | Strong |
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Msvif Growth Port are ranked lower than 28 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Msvif Growth showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.0400 |
Msvif |
Msvif Growth Relative Risk vs. Return Landscape
If you would invest 1,462 in Msvif Growth Port on September 13, 2024 and sell it today you would earn a total of 654.00 from holding Msvif Growth Port or generate 44.73% return on investment over 90 days. Msvif Growth Port is currently producing 0.6017% returns and takes up 1.6471% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Msvif, and 88% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Msvif Growth Current Valuation
Undervalued
Today
Please note that Msvif Growth's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Msvif Growth Port secures a last-minute Real Value of $22.14 per share. The latest price of the fund is $21.16. We determine the value of Msvif Growth Port 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 Msvif Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Msvif Mutual Fund. However, Msvif Growth'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 21.16 | Real 22.14 | Hype 21.16 | Naive 20.7 |
The intrinsic value of Msvif Growth'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 Msvif Growth'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 Msvif Growth Port helps investors to forecast how Msvif 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 Msvif Growth more accurately as focusing exclusively on Msvif Growth's fundamentals will not take into account other important factors: Msvif Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Msvif Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Msvif Growth Port, and traders can use it to determine the average amount a Msvif Growth'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 = 0.3653
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MEGIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.65 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.6 actual daily | 11 89% of assets have higher returns |
Risk-Adjusted Return
| 0.37 actual daily | 28 72% of assets perform better |
Based on monthly moving average Msvif Growth is performing at about 28% 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 Msvif Growth by adding it to a well-diversified portfolio.
Msvif Growth Fundamentals Growth
Msvif Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Msvif Growth, and Msvif Growth 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 Msvif Mutual Fund performance.
About Msvif Growth Performance
Evaluating Msvif Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Msvif Growth 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 Msvif Growth 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.
Msvif Growth is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Msvif Growth Port performance evaluation
Checking the ongoing alerts about Msvif Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Msvif Growth Port help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Msvif Growth Port has annual holdings turnover of about 398.0% suggesting active trading | |
| This fund maintains roughly 7.94% of its assets in cash |
- Analyzing Msvif Growth'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 Msvif Growth's stock is overvalued or undervalued compared to its peers.
- Examining Msvif Growth'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 Msvif Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Msvif Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Msvif Growth's mutual fund. These opinions can provide insight into Msvif Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Msvif Mutual Fund
Msvif Growth financial ratios help investors to determine whether Msvif 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 Msvif with respect to the benefits of owning Msvif Growth security.
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