Mfs Total Return Manager Performance
The fund secures a Beta (Market Risk) of 0.0, which conveys not very significant fluctuations relative to the market. the returns on MARKET and Mfs Total are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Mfs Total Return has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Mfs Total is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 20.05 | |
| Fifty Two Week High | 23.18 | |
| Annual Report Expense Ratio | 1.53% |
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Mfs Total Relative Risk vs. Return Landscape
If you would invest (100.00) in Mfs Total Return on September 1, 2024 and sell it today you would earn a total of 100.00 from holding Mfs Total Return or generate -100.0% return on investment over 90 days. Mfs Total Return is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Mfs, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Mfs Total Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Total's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Total Return, and traders can use it to determine the average amount a Mfs Total'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 = 0.0
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Based on monthly moving average Mfs Total 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 Mfs Total by adding Mfs Total to a well-diversified portfolio.
Mfs Total Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Total, and Mfs Total 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 Mfs Mutual Fund performance.
| Price To Earning | 16.83 X | |||
| Price To Book | 2.12 X | |||
| Price To Sales | 1.59 X | |||
| Total Asset | 8.81 B | |||
Things to note about Mfs Total Return performance evaluation
Checking the ongoing alerts about Mfs Total for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Total Return help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mfs Total Return is not yet fully synchronised with the market data | |
| Mfs Total Return has some characteristics of a very speculative penny stock | |
| Mfs Total Return has a very high chance of going through financial distress in the upcoming years | |
| The fund retains about 38.32% of its assets under management (AUM) in fixed income securities |
- Analyzing Mfs Total'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 Mfs Total's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Total'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 Mfs Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Total's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Total's mutual fund. These opinions can provide insight into Mfs Total's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Other Consideration for investing in Mfs Mutual Fund
If you are still planning to invest in Mfs Total Return 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 Total's history and understand the potential risks before investing.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |