Matson Money Equity Fund Manager Performance Evaluation
| FMVUX Fund | USD 32.73 0.19 0.58% |
The fund secures a Beta (Market Risk) of 0.59, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Matson Money's returns are expected to increase less than the market. However, during the bear market, the loss of holding Matson Money is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Matson Money Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio | 0.0400 |
Matson |
Matson Money Relative Risk vs. Return Landscape
If you would invest 3,520 in Matson Money Equity on October 20, 2024 and sell it today you would lose (247.00) from holding Matson Money Equity or give up 7.02% of portfolio value over 90 days. Matson Money Equity is currently producing negative expected returns and takes up 1.6446% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Matson, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Matson Money Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Matson Money's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Matson Money Equity, and traders can use it to determine the average amount a Matson Money'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 = -0.0629
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FMVUX |
Estimated Market Risk
| 1.64 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Matson Money 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 Matson Money by adding Matson Money to a well-diversified portfolio.
About Matson Money Performance
Evaluating Matson Money's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Matson Money 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 Matson Money 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.
Matson Money is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Matson Money Equity performance evaluation
Checking the ongoing alerts about Matson Money for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Matson Money Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Matson Money Equity generated a negative expected return over the last 90 days |
- Analyzing Matson Money'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 Matson Money's stock is overvalued or undervalued compared to its peers.
- Examining Matson Money'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 Matson Money's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Matson Money's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Matson Money's mutual fund. These opinions can provide insight into Matson Money's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Matson Mutual Fund
Matson Money financial ratios help investors to determine whether Matson 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 Matson with respect to the benefits of owning Matson Money security.
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