Mexico Equity And Fund Manager Performance Evaluation
| MXE Fund | USD 8.33 0.05 0.60% |
The fund secures a Beta (Market Risk) of 0.37, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mexico Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mexico Equity is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Mexico Equity And has generated negative risk-adjusted returns adding no value to fund investors. In spite of rather sound basic indicators, Mexico Equity is not utilizing all of its potentials. The recent stock price tumult, may contribute to shorter-term losses for the shareholders.
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| Expense Ratio | 1.5100 |
Mexico |
Mexico Equity Relative Risk vs. Return Landscape
If you would invest 878.00 in Mexico Equity And on August 31, 2024 and sell it today you would lose (45.00) from holding Mexico Equity And or give up 5.13% of portfolio value over 90 days. Mexico Equity And is generating negative expected returns assuming volatility of 1.1787% on return distribution over 90 days investment horizon. In other words, 10% of funds are less volatile than Mexico, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Mexico Equity Current Valuation
Fairly Valued
Today
Please note that Mexico Equity's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Mexico Equity And secures a last-minute Real Value of $8.45 per share. The latest price of the fund is $8.33. We determine the value of Mexico Equity And from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend purchasing undervalued funds and exiting overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
The fair value of the Mexico fund is determined by what a typical buyer is willing to pay for full or partial control of Mexico Equity And. Since Mexico Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mexico Fund. However, Mexico Equity'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 8.33 | Real 8.45 | Hype 8.33 |
The real value of Mexico Fund, also known as its intrinsic value, is the underlying worth of Mexico Equity And Fund, which is reflected in its stock price. It is based on Mexico Equity's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Mexico Equity'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, or news.
Estimating the potential upside or downside of Mexico Equity And helps investors to forecast how Mexico 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 Mexico Equity more accurately as focusing exclusively on Mexico Equity's fundamentals will not take into account other important factors: Mexico Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mexico Equity's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Mexico Equity And, and traders can use it to determine the average amount a Mexico Equity'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 = -0.0651
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| Negative Returns | MXE |
Estimated Market Risk
| 1.18 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Mexico Equity 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 Mexico Equity by adding Mexico Equity to a well-diversified portfolio.
Mexico Equity Fundamentals Growth
Mexico Fund prices reflect investors' perceptions of the future prospects and financial health of Mexico Equity, and Mexico Equity 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 Mexico Fund performance.
| Return On Equity | -8.83 | |||
| Return On Asset | 0.85 | |||
| Profit Margin | (211.50) % | |||
| Operating Margin | 32.62 % | |||
| Current Valuation | 39.91 M | |||
| Shares Outstanding | 4.4 M | |||
| Price To Earning | 3.30 X | |||
| Price To Book | 0.88 X | |||
| Price To Sales | 27.01 X | |||
| Revenue | 1.5 M | |||
| Cash And Equivalents | 85 | |||
| Book Value Per Share | 10.42 X | |||
| Earnings Per Share | 2.78 X | |||
| Total Asset | 67.17 M | |||
| Retained Earnings | (41.53 M) | |||
About Mexico Equity Performance
By analyzing Mexico Equity's fundamental ratios, stakeholders can gain valuable insights into Mexico Equity's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Mexico Equity 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 Mexico Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Mexico Equity Income Fund Inc. is a closed ended balanced mutual fund launched and managed by Pichardo Asset Management, S.A. de C.V. The fund invests in the fixed income and public equity markets of Mexico. It also invests some portion in the convertible securities. The fund invests in the stocks of companies operating across diversified sectors. It benchmarks the performance of its portfolio against the Mexbol and MSCI Mexico Index. Mexico Equity Income Fund Inc. was formed on May 24, 1990 and is domiciled in the United States.Things to note about Mexico Equity And performance evaluation
Checking the ongoing alerts about Mexico Equity for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Mexico Equity And help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mexico Equity And generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: On The My Stocks Page - Stock Traders Daily | |
| The fund generated five year return of 0.0% |
- Analyzing Mexico Equity'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 Mexico Equity's stock is overvalued or undervalued compared to its peers.
- Examining Mexico Equity'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 Mexico Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mexico Equity's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Mexico Equity's fund. These opinions can provide insight into Mexico Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mexico Fund
Mexico Equity financial ratios help investors to determine whether Mexico 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 Mexico with respect to the benefits of owning Mexico Equity security.
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