Mfs Emerging Markets Fund Manager Performance Evaluation
| EMLLX Fund | USD 5.37 0.01 0.19% |
The fund secures a Beta (Market Risk) of 0.0351, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mfs Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Emerging is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Mfs Emerging Markets has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Mfs Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1100 |
Mfs |
Mfs Emerging Relative Risk vs. Return Landscape
If you would invest 557.00 in Mfs Emerging Markets on August 25, 2024 and sell it today you would lose (20.00) from holding Mfs Emerging Markets or give up 3.59% of portfolio value over 90 days. Mfs Emerging Markets is currently producing negative expected returns and takes up 0.418% volatility of returns over 90 trading days. Put another way, 3% 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 |
| Risk |
Mfs Emerging Current Valuation
Overvalued
Today
Please note that Mfs Emerging's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Mfs Emerging Markets secures a last-minute Real Value of $4.86 per share. The latest price of the fund is $5.37. We determine the value of Mfs Emerging Markets 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 Mfs Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Emerging'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 5.37 | Real 4.86 | Hype 5.37 | Naive 5.31 |
The intrinsic value of Mfs Emerging'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 Mfs Emerging'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 Mfs Emerging Markets helps investors to forecast how Mfs 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 Mfs Emerging more accurately as focusing exclusively on Mfs Emerging's fundamentals will not take into account other important factors: Mfs Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Emerging Markets, and traders can use it to determine the average amount a Mfs Emerging'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 = -0.1325
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EMLLX |
Estimated Market Risk
| 0.42 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Mfs Emerging 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 Emerging by adding Mfs Emerging to a well-diversified portfolio.
Mfs Emerging Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Emerging, and Mfs Emerging 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.
| Total Asset | 419.14 M | ||||
About Mfs Emerging Performance
Evaluating Mfs Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Emerging 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 Mfs Emerging 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 normally invests at least 80 percent of its net assets in debt instruments of issuers that are tied economically to emerging market countries and denominated in local currencies and in derivative instruments with similar economic characteristics to these instruments. Emerging market countries are countries whose financial and capital markets are in the development phase and include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe. It is non-diversified.Things to note about Mfs Emerging Markets performance evaluation
Checking the ongoing alerts about Mfs Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mfs Emerging Markets generated a negative expected return over the last 90 days | |
| Mfs Emerging Markets generated five year return of -1.0% | |
| This fund retains about 8.7% of its assets under management (AUM) in cash |
- Analyzing Mfs Emerging'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 Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Emerging'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 Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Emerging's mutual fund. These opinions can provide insight into Mfs Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Emerging 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 Emerging security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |