Mainstay Cushing Mlp Fund Manager Performance Evaluation
| CSHZX Fund | USD 13.21 0.11 0.84% |
The fund secures a Beta (Market Risk) of 0.45, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mainstay Cushing's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mainstay Cushing is expected to be smaller as well.
Risk-Adjusted Performance
24 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Mainstay Cushing Mlp are ranked lower than 24 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Mainstay Cushing showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 30th of March 2023 | |
| Expense Ratio | 1.2400 |
Mainstay |
Mainstay Cushing Relative Risk vs. Return Landscape
If you would invest 1,108 in Mainstay Cushing Mlp on September 1, 2024 and sell it today you would earn a total of 213.00 from holding Mainstay Cushing Mlp or generate 19.22% return on investment over 90 days. Mainstay Cushing Mlp is currently producing 0.279% returns and takes up 0.893% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Mainstay, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mainstay Cushing Current Valuation
Undervalued
Today
Please note that Mainstay Cushing's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Mainstay Cushing Mlp secures a last-minute Real Value of $14.06 per share. The latest price of the fund is $13.21. We determine the value of Mainstay Cushing Mlp 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 Mainstay Cushing is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mainstay Mutual Fund. However, Mainstay Cushing'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 13.21 | Real 14.06 | Hype 13.21 | Naive 13.1 |
The intrinsic value of Mainstay Cushing'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 Mainstay Cushing'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 Mainstay Cushing Mlp helps investors to forecast how Mainstay 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 Mainstay Cushing more accurately as focusing exclusively on Mainstay Cushing's fundamentals will not take into account other important factors: Mainstay Cushing Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mainstay Cushing's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mainstay Cushing Mlp, and traders can use it to determine the average amount a Mainstay Cushing'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 = 0.3124
| Best Portfolio | Best Equity | |||
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| Small Returns | CSHZX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.89 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.28 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.31 actual daily | 24 76% of assets perform better |
Based on monthly moving average Mainstay Cushing is performing at about 24% 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 Mainstay Cushing by adding it to a well-diversified portfolio.
Mainstay Cushing Fundamentals Growth
Mainstay Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mainstay Cushing, and Mainstay Cushing 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 Mainstay Mutual Fund performance.
| Price To Earning | 18.11 X | ||||
| Price To Book | 1.19 X | ||||
| Price To Sales | 0.65 X | ||||
| Total Asset | 302.46 M | ||||
About Mainstay Cushing Performance
Evaluating Mainstay Cushing's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mainstay Cushing 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 Mainstay Cushing 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, under normal market conditions, invests at least 80 percent of its assets in a portfolio of master limited partnerships and MLP-related investments. MLPs are generally treated as partnerships for U.S. federal income tax purposes and are generally organized under state law as limited partnerships or limited liability companies. The fund may invest in companies of any market capitalization size. It is non-diversified.Things to note about Mainstay Cushing Mlp performance evaluation
Checking the ongoing alerts about Mainstay Cushing for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mainstay Cushing Mlp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 97.13% of its assets under management (AUM) in equities |
- Analyzing Mainstay Cushing'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 Mainstay Cushing's stock is overvalued or undervalued compared to its peers.
- Examining Mainstay Cushing'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 Mainstay Cushing's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mainstay Cushing's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mainstay Cushing's mutual fund. These opinions can provide insight into Mainstay Cushing's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mainstay Mutual Fund
Mainstay Cushing financial ratios help investors to determine whether Mainstay 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 Mainstay with respect to the benefits of owning Mainstay Cushing security.
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