Mid Cap Strategic Fund Manager Performance Evaluation
| VMSGX Fund | USD 22.00 0.09 0.41% |
The fund secures a Beta (Market Risk) of 1.04, which conveys a somewhat significant risk relative to the market. Mid Cap returns are very sensitive to returns on the market. As the market goes up or down, Mid Cap is expected to follow.
Risk-Adjusted Performance
20 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Mid Cap Strategic are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Mid Cap showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.7400 |
Mid |
Mid Cap Relative Risk vs. Return Landscape
If you would invest 1,906 in Mid Cap Strategic on September 2, 2024 and sell it today you would earn a total of 294.00 from holding Mid Cap Strategic or generate 15.42% return on investment over 90 days. Mid Cap Strategic is currently producing 0.2281% returns and takes up 0.875% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Mid, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mid Cap Current Valuation
Fairly Valued
Today
Please note that Mid Cap's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mid Cap Strategic secures a last-minute Real Value of $22.32 per share. The latest price of the fund is $22.0. We determine the value of Mid Cap Strategic 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 Mid Cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mid Mutual Fund. However, Mid Cap'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 22.0 | Real 22.32 | Hype 22.0 | Naive 22.07 |
The intrinsic value of Mid Cap'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 Mid Cap'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 Mid Cap Strategic helps investors to forecast how Mid 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 Mid Cap more accurately as focusing exclusively on Mid Cap's fundamentals will not take into account other important factors: Mid Cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mid Cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mid Cap Strategic, and traders can use it to determine the average amount a Mid Cap'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 = 0.2607
| Best Portfolio | Best Equity | |||
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| Average Returns | ||||
| Small Returns | VMSGX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.88 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.26 actual daily | 20 80% of assets perform better |
Based on monthly moving average Mid Cap is performing at about 20% 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 Mid Cap by adding it to a well-diversified portfolio.
Mid Cap Fundamentals Growth
Mid Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mid Cap, and Mid Cap 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 Mid Mutual Fund performance.
| Price To Earning | 23.99 X | ||||
| Price To Book | 3.97 X | ||||
| Price To Sales | 2.01 X | ||||
| Total Asset | 950.04 M | ||||
About Mid Cap Performance
Evaluating Mid Cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mid Cap 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 Mid Cap 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, at least 80 percent of the funds net assets will be invested in common stocks of mid-cap companies. Generally, mid-cap companies will include companies whose market capitalizations, at the time of purchase, range from the market capitalization of the smallest company included in the Russell Midcap Growth Index to the market capitalization of the largest company in the Russell Midcap Growth Index during the most recent 12-month period.Things to note about Mid Cap Strategic performance evaluation
Checking the ongoing alerts about Mid Cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mid Cap Strategic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 97.39% of its net assets in stocks |
- Analyzing Mid Cap'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 Mid Cap's stock is overvalued or undervalued compared to its peers.
- Examining Mid Cap'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 Mid Cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mid Cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mid Cap's mutual fund. These opinions can provide insight into Mid Cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mid Mutual Fund
Mid Cap financial ratios help investors to determine whether Mid 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 Mid with respect to the benefits of owning Mid Cap security.
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