Mfs Low Volatility Fund Manager Performance Evaluation
| MLVRX Fund | USD 18.18 0.11 0.60% |
The fund secures a Beta (Market Risk) of 1.16, 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, Mfs Low will likely underperform.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Mfs Low Volatility are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Mfs Low showed solid returns over the last few months and may actually be approaching a breakup point.
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Mfs |
Mfs Low Relative Risk vs. Return Landscape
If you would invest 1,486 in Mfs Low Volatility on October 31, 2025 and sell it today you would earn a total of 332.00 from holding Mfs Low Volatility or generate 22.34% return on investment over 90 days. Mfs Low Volatility is currently producing 0.3614% returns and takes up 2.3647% volatility of returns over 90 trading days. Put another way, 21% of traded mutual funds are less volatile than Mfs, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mfs Low Current Valuation
Overvalued
Today
Please note that Mfs Low's price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Mfs Low Volatility secures a last-minute Real Value of $17.76 per share. The latest price of the fund is $18.18. We determine the value of Mfs Low Volatility 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 Mfs Low is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Low'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 18.18 | Real 17.76 | Hype 18.19 | Naive 18.95 |
The intrinsic value of Mfs Low'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 Mfs Low'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 Mfs Low Volatility helps investors to forecast how Mfs 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 Mfs Low more accurately as focusing exclusively on Mfs Low's fundamentals will not take into account other important factors: Mfs Low Target Price Odds to finish over Current Price
The tendency of Mfs 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 |
| 18.18 | 90 days | 18.18 | about 11.59 |
Based on a normal probability distribution, the odds of Mfs Low to move above the current price in 90 days from now is about 11.59 (This Mfs Low Volatility probability density function shows the probability of Mfs Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.16 . This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Mfs Low will likely underperform. Additionally Mfs Low Volatility has an alpha of 0.2165, implying that it can generate a 0.22 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Mfs Low Price Density |
| Price |
Predictive Modules for Mfs Low
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Mfs Low Volatility. 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.Mfs Low Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Mfs Low is not an exception. The market had few large corrections towards the Mfs Low'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 Mfs Low Volatility, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Mfs Low within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.22 | |
β | Beta against Dow Jones | 1.16 | |
σ | Overall volatility | 1.48 | |
Ir | Information ratio | 0.1 |
Mfs Low 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 Mfs Low for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Mfs Low Volatility can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Mfs Low Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Low, and Mfs Low 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 Mfs Mutual Fund performance.
| Price To Earning | 19.50 X | |||
| Price To Book | 2.55 X | |||
| Price To Sales | 1.62 X | |||
| Total Asset | 432.01 M | |||
About Mfs Low Performance
Evaluating Mfs Low's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Low 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 Mfs Low 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 normally invests at least 80 percent of its net assets in equity securities. Equity securities include common stocks, depositary receipts, equity interests in real estate investment trusts , and other securities that represent an ownership interest in a company or other issuer. It may invest the funds assets in securities of companies of any size. The funds investment adviser uses an active bottom-up approach to buying and selling investments for the fund.Things to note about Mfs Low Volatility performance evaluation
Checking the ongoing alerts about Mfs Low for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Low Volatility help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Mfs Low's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mfs Low's mutual fund performance include:- Analyzing Mfs Low'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 Mfs Low's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Low'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 Mfs Low's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Low's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Low's mutual fund. These opinions can provide insight into Mfs Low's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Low financial ratios help investors to determine whether Mfs 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 Mfs with respect to the benefits of owning Mfs Low security.
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