Mfs Strategic Income Fund Net Income
| MFIOX Fund | USD 5.98 0.01 0.17% |
As of the 5th of February, Mfs Strategic secures the Mean Deviation of 0.1235, risk adjusted performance of (0.01), and Downside Deviation of 0.2264. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Mfs Strategic Income, as well as the relationship between them.
Mfs Strategic's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Mfs Strategic's valuation are provided below:Mfs Strategic Income does not presently have any fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Mfs |
Mfs Strategic 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Mfs Strategic's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Mfs Strategic.
| 11/07/2025 |
| 02/05/2026 |
If you would invest 0.00 in Mfs Strategic on November 7, 2025 and sell it all today you would earn a total of 0.00 from holding Mfs Strategic Income or generate 0.0% return on investment in Mfs Strategic over 90 days. Mfs Strategic is related to or competes with Nuveen Global, Templeton Emerging, Nuveen Core, Doubleline Opportunistic, Allspring Multi, Eaton Vance, and Saba Capital. MFS normally invests the funds assets primarily in a broad range of debt instruments issued by U.S More
Mfs Strategic Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Mfs Strategic's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Mfs Strategic Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2264 | |||
| Information Ratio | (0.36) | |||
| Maximum Drawdown | 0.8375 | |||
| Value At Risk | (0.17) | |||
| Potential Upside | 0.1684 |
Mfs Strategic Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Strategic's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Mfs Strategic's standard deviation. In reality, there are many statistical measures that can use Mfs Strategic historical prices to predict the future Mfs Strategic's volatility.| Risk Adjusted Performance | (0.01) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.26) | |||
| Treynor Ratio | (0.24) |
Mfs Strategic February 5, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.23) | |||
| Mean Deviation | 0.1235 | |||
| Semi Deviation | 0.1269 | |||
| Downside Deviation | 0.2264 | |||
| Coefficient Of Variation | 3185.6 | |||
| Standard Deviation | 0.166 | |||
| Variance | 0.0276 | |||
| Information Ratio | (0.36) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.26) | |||
| Treynor Ratio | (0.24) | |||
| Maximum Drawdown | 0.8375 | |||
| Value At Risk | (0.17) | |||
| Potential Upside | 0.1684 | |||
| Downside Variance | 0.0512 | |||
| Semi Variance | 0.0161 | |||
| Expected Short fall | (0.19) | |||
| Skewness | (0.35) | |||
| Kurtosis | 0.305 |
Mfs Strategic Income Backtested Returns
At this stage we consider Mfs Mutual Fund to be very steady. Mfs Strategic Income has Sharpe Ratio of 0.0548, which conveys that the entity had a 0.0548 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Mfs Strategic, which you can use to evaluate the volatility of the fund. Please verify Mfs Strategic's Risk Adjusted Performance of (0.01), downside deviation of 0.2264, and Mean Deviation of 0.1235 to check out if the risk estimate we provide is consistent with the expected return of 0.0085%. The fund secures a Beta (Market Risk) of 0.0197, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mfs Strategic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Strategic is expected to be smaller as well.
Auto-correlation | 0.15 |
Insignificant predictability
Mfs Strategic Income has insignificant predictability. Overlapping area represents the amount of predictability between Mfs Strategic time series from 7th of November 2025 to 22nd of December 2025 and 22nd of December 2025 to 5th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Mfs Strategic Income price movement. The serial correlation of 0.15 indicates that less than 15.0% of current Mfs Strategic price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.15 | |
| Spearman Rank Test | 0.22 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Mfs Strategic Income reported net income of 0.0. This indicator is about the same for the MFS average (which is currently at 0.0) family and about the same as Intermediate Core-Plus Bond (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Mfs Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Mfs Strategic's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Mfs Strategic could also be used in its relative valuation, which is a method of valuing Mfs Strategic by comparing valuation metrics of similar companies.Mfs Strategic is currently under evaluation in net income among similar funds.
Mfs Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Strategic's current stock value. Our valuation model uses many indicators to compare Mfs Strategic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Strategic competition to find correlations between indicators driving Mfs Strategic's intrinsic value. More Info.Mfs Strategic Income is number one fund in price to earning among similar funds. It also is number one fund in annual yield among similar funds . The ratio of Price To Earning to Annual Yield for Mfs Strategic Income is about 270.21 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Mfs Strategic's earnings, one of the primary drivers of an investment's value.Mfs Fundamentals
| Price To Earning | 12.70 X | ||||
| Total Asset | 1.05 B | ||||
| Annual Yield | 0.05 % | ||||
| Year To Date Return | 0.32 % | ||||
| One Year Return | 6.94 % | ||||
| Three Year Return | 4.60 % | ||||
| Five Year Return | 0.51 % | ||||
| Ten Year Return | 4.78 % | ||||
| Net Asset | 7.86 B | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | (15.41) % | ||||
| Bond Positions Weight | 15.19 % |
About Mfs Strategic Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Mfs Strategic Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mfs Strategic using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mfs Strategic Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Mfs Mutual Fund
Mfs Strategic financial ratios help investors to determine whether Mfs 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 Mfs with respect to the benefits of owning Mfs Strategic security.
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