Mfs Special Value Stock Five Year Return

MFVDelisted Stock  USD 4.12  0.03  0.73%   
MFS Special Value fundamentals help investors to digest information that contributes to MFS Special's financial success or failures. It also enables traders to predict the movement of MFS Stock. The fundamental analysis module provides a way to measure MFS Special's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to MFS Special stock.
  
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 Special Value Company Five Year Return Analysis

MFS Special's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current MFS Special Five Year Return

    
  9.58 %  
Most of MFS Special's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, MFS Special Value is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Competition

According to the company disclosure, MFS Special Value has a Five Year Return of 9.58%. This is much higher than that of the Capital Markets sector and significantly higher than that of the Financials industry. The five year return for all United States stocks is notably lower than that of the firm.

MFS Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses MFS Special's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of MFS Special could also be used in its relative valuation, which is a method of valuing MFS Special by comparing valuation metrics of similar companies.
MFS Special is currently under evaluation in five year return category among its peers.

MFS Fundamentals

About MFS Special Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze MFS Special Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of MFS Special using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of MFS Special Value based on its fundamental data. In general, a quantitative approach, as applied to this company, 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.

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.
Explore Investing Ideas  
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.

Other Consideration for investing in MFS Stock

If you are still planning to invest in MFS Special Value check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the MFS Special's history and understand the potential risks before investing.
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
CEOs Directory
Screen CEOs from public companies around the world
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas