Metropolitan West Low Fund Manager Performance Evaluation
| MWLDX Fund | USD 8.31 0.01 0.12% |
The fund secures a Beta (Market Risk) of -0.0139, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Metropolitan West are expected to decrease at a much lower rate. During the bear market, Metropolitan West is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Metropolitan West Low has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Metropolitan West is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of July 2022 | |
| Expense Ratio | 0.6300 |
Metropolitan |
Metropolitan West Relative Risk vs. Return Landscape
If you would invest 833.00 in Metropolitan West Low on August 28, 2024 and sell it today you would lose (2.00) from holding Metropolitan West Low or give up 0.24% of portfolio value over 90 days. Metropolitan West Low is currently producing negative expected returns and takes up 0.1484% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Metropolitan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Metropolitan West Current Valuation
Fairly Valued
Today
Please note that Metropolitan West's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Metropolitan West Low secures a last-minute Real Value of $8.16 per share. The latest price of the fund is $8.31. We determine the value of Metropolitan West Low 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 Metropolitan West is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Metropolitan Mutual Fund. However, Metropolitan West'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 8.31 | Real 8.16 | Hype 8.31 | Naive 8.29 |
The intrinsic value of Metropolitan West'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 Metropolitan West'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 Metropolitan West Low helps investors to forecast how Metropolitan 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 Metropolitan West more accurately as focusing exclusively on Metropolitan West's fundamentals will not take into account other important factors: Metropolitan West Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Metropolitan West's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Metropolitan West Low, and traders can use it to determine the average amount a Metropolitan West'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 = -0.025
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MWLDX |
Estimated Market Risk
| 0.15 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Metropolitan West is not performing at its full potential. However, 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 Metropolitan West by adding Metropolitan West to a well-diversified portfolio.
Metropolitan West Fundamentals Growth
Metropolitan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Metropolitan West, and Metropolitan West 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 Metropolitan Mutual Fund performance.
| Total Asset | 222.52 M | ||||
About Metropolitan West Performance
Evaluating Metropolitan West's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Metropolitan West 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 Metropolitan West 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 pursues its objective by investing, under normal circumstances, at least 70 percent of its net assets in highly rated fixed income securities or unrated securities determined by the Adviser to be of comparable quality. The fund also invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in fixed income securities it regards as bonds.Things to note about Metropolitan West Low performance evaluation
Checking the ongoing alerts about Metropolitan West for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Metropolitan West Low help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Metropolitan West generated a negative expected return over the last 90 days | |
| The fund maintains about 8.59% of its assets in bonds |
- Analyzing Metropolitan West'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 Metropolitan West's stock is overvalued or undervalued compared to its peers.
- Examining Metropolitan West'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 Metropolitan West's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Metropolitan West's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Metropolitan West's mutual fund. These opinions can provide insight into Metropolitan West's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Metropolitan Mutual Fund
Metropolitan West financial ratios help investors to determine whether Metropolitan 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 Metropolitan with respect to the benefits of owning Metropolitan West security.
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