Mainstay Winslow Large Fund Manager Performance Evaluation
| MLRMX Fund | USD 11.05 0.10 0.90% |
The fund secures a Beta (Market Risk) of -0.0609, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Mainstay Winslow are expected to decrease at a much lower rate. During the bear market, Mainstay Winslow is likely to outperform the market.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Mainstay Winslow Large are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Mainstay Winslow may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...moreMainStay |
Mainstay Winslow Relative Risk vs. Return Landscape
If you would invest 1,011 in Mainstay Winslow Large on August 29, 2024 and sell it today you would earn a total of 94.00 from holding Mainstay Winslow Large or generate 9.3% return on investment over 90 days. Mainstay Winslow Large is currently producing 0.1455% returns and takes up 1.1476% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than MainStay, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mainstay Winslow Current Valuation
Undervalued
Today
Please note that Mainstay Winslow's price fluctuation is relatively risky at this time. At this time, the fund appears to be undervalued. Mainstay Winslow Large secures a last-minute Real Value of $1.3 per share. The latest price of the fund is $11.05. We determine the value of Mainstay Winslow Large 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 Mainstay Winslow is currently traded on the exchange, buyers and sellers on that exchange determine the market value of MainStay Mutual Fund. However, Mainstay Winslow'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 11.05 | Real 1.3 | Hype 0.0 | Naive 10.9 |
The intrinsic value of Mainstay Winslow'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 Mainstay Winslow'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 Mainstay Winslow Large helps investors to forecast how MainStay 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 Mainstay Winslow more accurately as focusing exclusively on Mainstay Winslow's fundamentals will not take into account other important factors: Mainstay Winslow Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mainstay Winslow's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mainstay Winslow Large, and traders can use it to determine the average amount a Mainstay Winslow'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 = 0.1268
| Best Portfolio | Best Equity | |||
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| Cash | MLRMX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.15 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average Mainstay Winslow is performing at about 9% 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 Mainstay Winslow by adding it to a well-diversified portfolio.
Mainstay Winslow Fundamentals Growth
MainStay Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mainstay Winslow, and Mainstay Winslow 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 MainStay Mutual Fund performance.
| Total Asset | 13.57 B | |||
About Mainstay Winslow Performance
Evaluating Mainstay Winslow's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mainstay Winslow 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 Mainstay Winslow 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 at least 80 percent of its assets in large capitalization companies, which are companies having a market capitalization in excess of 4 billion at the time of purchase. The Subadvisor invests substantially all of the funds investable assets in domestic securities. However, the fund is permitted to invest up to 20 percent of its net assets in foreign securities. An issuer of a security is considered to be a U.S. or foreign issuer based on the issuers country of risk as determined by a third-party such as Bloomberg.Things to note about Mainstay Winslow Large performance evaluation
Checking the ongoing alerts about Mainstay Winslow for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mainstay Winslow Large help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Mainstay Winslow's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mainstay Winslow's mutual fund performance include:- Analyzing Mainstay Winslow'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 Mainstay Winslow's stock is overvalued or undervalued compared to its peers.
- Examining Mainstay Winslow'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 Mainstay Winslow's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mainstay Winslow's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mainstay Winslow's mutual fund. These opinions can provide insight into Mainstay Winslow's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in MainStay Mutual Fund
Mainstay Winslow financial ratios help investors to determine whether MainStay 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 MainStay with respect to the benefits of owning Mainstay Winslow security.
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