Mobius Investment (UK) Performance
| MMIT Stock | 140.00 1.50 1.06% |
Mobius Investment has a performance score of 2 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 0.17, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mobius Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mobius Investment is expected to be smaller as well. Mobius Investment Trust right now secures a risk of 1.14%. Please verify Mobius Investment Trust mean deviation, downside deviation, standard deviation, as well as the relationship between the semi deviation and coefficient of variation , to decide if Mobius Investment Trust will be following its current price movements.
Risk-Adjusted Performance
2 of 100
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Mobius Investment Trust are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, Mobius Investment is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Forward Dividend Yield 0.0092 | Forward Dividend Rate 0.01 | Ex Dividend Date 2024-04-11 |
1 | Ignore the Feds rate cut this trust will continue to outperform - The Telegraph | 09/26/2024 |
2 | Mobius Investment Trust Releases October Performance Factsheet - TipRanks | 11/22/2024 |
Mobius |
Mobius Investment Relative Risk vs. Return Landscape
If you would invest 13,675 in Mobius Investment Trust on August 30, 2024 and sell it today you would earn a total of 325.00 from holding Mobius Investment Trust or generate 2.38% return on investment over 90 days. Mobius Investment Trust is generating 0.0426% of daily returns and assumes 1.1418% volatility on return distribution over the 90 days horizon. Simply put, 10% of stocks are less volatile than Mobius, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Mobius Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mobius Investment's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Mobius Investment Trust, and traders can use it to determine the average amount a Mobius Investment'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 = 0.0373
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| Negative Returns | MMIT |
Estimated Market Risk
| 1.14 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Mobius Investment is performing at about 2% 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 Mobius Investment by adding it to a well-diversified portfolio.
Mobius Investment Fundamentals Growth
Mobius Stock prices reflect investors' perceptions of the future prospects and financial health of Mobius Investment, and Mobius Investment 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 Mobius Stock performance.
| Return On Equity | 0.0845 | ||||
| Return On Asset | 0.0589 | ||||
| Profit Margin | 0.76 % | ||||
| Operating Margin | 0.95 % | ||||
| Current Valuation | 146.55 M | ||||
| Shares Outstanding | 115.42 M | ||||
| Price To Book | 1.00 X | ||||
| Price To Sales | 8.46 X | ||||
| Revenue | 17.24 M | ||||
| Gross Profit | 55.89 M | ||||
| EBITDA | 14.73 M | ||||
| Net Income | 13.13 M | ||||
| Total Debt | 2.28 M | ||||
| Book Value Per Share | 1.44 X | ||||
| Earnings Per Share | 0.12 X | ||||
| Total Asset | 168.81 M | ||||
| Retained Earnings | 49.1 M | ||||
About Mobius Investment Performance
Assessing Mobius Investment's fundamental ratios provides investors with valuable insights into Mobius Investment's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Mobius Investment is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Mobius Investment is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Mobius Investment Trust performance evaluation
Checking the ongoing alerts about Mobius Investment for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Mobius Investment Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 27.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from news.google.com: Mobius Investment Trust Releases October Performance Factsheet - TipRanks |
- Analyzing Mobius Investment'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 Mobius Investment's stock is overvalued or undervalued compared to its peers.
- Examining Mobius Investment'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 Mobius Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mobius Investment's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Mobius Investment's stock. These opinions can provide insight into Mobius Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Mobius Stock Analysis
When running Mobius Investment's price analysis, check to measure Mobius Investment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Mobius Investment is operating at the current time. Most of Mobius Investment's value examination focuses on studying past and present price action to predict the probability of Mobius Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Mobius Investment's price. Additionally, you may evaluate how the addition of Mobius Investment to your portfolios can decrease your overall portfolio volatility.