Manulife Fundamental Equity Fund Manager Performance Evaluation
| MFUN Fund | 10.72 0.02 0.19% |
The fund secures a Beta (Market Risk) of 0.2, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Manulife Fundamental's returns are expected to increase less than the market. However, during the bear market, the loss of holding Manulife Fundamental is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Manulife Fundamental Equity are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of very healthy basic indicators, Manulife Fundamental is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors.
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Manulife Fundamental Relative Risk vs. Return Landscape
If you would invest 1,065 in Manulife Fundamental Equity on October 14, 2025 and sell it today you would earn a total of 7.00 from holding Manulife Fundamental Equity or generate 0.66% return on investment over 90 days. Manulife Fundamental Equity is generating 0.0123% of daily returns and assumes 0.6281% volatility on return distribution over the 90 days horizon. Simply put, 5% of funds are less volatile than Manulife, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Manulife Fundamental Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Manulife Fundamental's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Manulife Fundamental Equity, and traders can use it to determine the average amount a Manulife Fundamental'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 = 0.0197
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MFUN |
Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Manulife Fundamental is performing at about 1% 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 Manulife Fundamental by adding it to a well-diversified portfolio.
Things to note about Manulife Fundamental performance evaluation
Checking the ongoing alerts about Manulife Fundamental for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Manulife Fundamental help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Manulife Fundamental's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Manulife Fundamental's fund performance include:- Analyzing Manulife Fundamental'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 Manulife Fundamental's stock is overvalued or undervalued compared to its peers.
- Examining Manulife Fundamental'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 Manulife Fundamental's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Manulife Fundamental's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Manulife Fundamental's fund. These opinions can provide insight into Manulife Fundamental's potential for growth and whether the stock is currently undervalued or overvalued.
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