Mainstay Mon Stock Fund Manager Performance Evaluation
| MSOIX Fund | USD 42.55 0.10 0.24% |
The fund secures a Beta (Market Risk) of 0.92, which conveys possible diversification benefits within a given portfolio. Mainstay Common returns are very sensitive to returns on the market. As the market goes up or down, Mainstay Common is expected to follow.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Mainstay Mon Stock are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Mainstay Common may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 0.6900 |
Mainstay |
Mainstay Common Relative Risk vs. Return Landscape
If you would invest 3,939 in Mainstay Mon Stock on September 2, 2024 and sell it today you would earn a total of 316.00 from holding Mainstay Mon Stock or generate 8.02% return on investment over 90 days. Mainstay Mon Stock is currently producing 0.1237% returns and takes up 0.7966% volatility of returns over 90 trading days. Put another way, 7% 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 Common Current Valuation
Fairly Valued
Today
Please note that Mainstay Common's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mainstay Mon Stock secures a last-minute Real Value of $42.06 per share. The latest price of the fund is $42.55. We determine the value of Mainstay Mon Stock 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 Common is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mainstay Mutual Fund. However, Mainstay Common'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 42.55 | Real 42.06 | Hype 42.55 |
The intrinsic value of Mainstay Common'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 Common'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 Mon Stock 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 Common more accurately as focusing exclusively on Mainstay Common's fundamentals will not take into account other important factors: Mainstay Common Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mainstay Common's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mainstay Mon Stock, and traders can use it to determine the average amount a Mainstay Common'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 = 0.1553
| Best Portfolio | Best Equity | |||
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| Cash | MSOIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Mainstay Common is performing at about 12% 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 Common by adding it to a well-diversified portfolio.
Mainstay Common Fundamentals Growth
Mainstay Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mainstay Common, and Mainstay Common 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.
| Price To Earning | 15.23 X | ||||
| Price To Book | 1.94 X | ||||
| Price To Sales | 1.09 X | ||||
| Total Asset | 89.82 M | ||||
About Mainstay Common Performance
Evaluating Mainstay Common's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mainstay Common 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 Common 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.
Under normal circumstances, the fund invests at least 80 percent of its assets in common stocks. It invests in common stocks of U.S. companies with market capitalizations that, at the time of investment, are similar to the market capitalizations of companies whose stocks are included in the SP 500 Index or the Russell 3000 Index. The fund may also invest in securities of foreign issuers.Things to note about Mainstay Mon Stock performance evaluation
Checking the ongoing alerts about Mainstay Common for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mainstay Mon Stock help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Mainstay Common's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mainstay Common's mutual fund performance include:- Analyzing Mainstay Common'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 Common's stock is overvalued or undervalued compared to its peers.
- Examining Mainstay Common'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 Common's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mainstay Common's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mainstay Common's mutual fund. These opinions can provide insight into Mainstay Common's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mainstay Mutual Fund
Mainstay Common 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 Common security.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |