Madison Small Cap Fund Manager Performance Evaluation
| MASMX Fund | USD 9.83 0.08 0.82% |
The fund secures a Beta (Market Risk) of 0.15, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Madison Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Madison Small is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Madison Small Cap are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Madison Small showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 1.3500 |
Madison |
Madison Small Relative Risk vs. Return Landscape
If you would invest 842.00 in Madison Small Cap on November 3, 2025 and sell it today you would earn a total of 141.00 from holding Madison Small Cap or generate 16.75% return on investment over 90 days. Madison Small Cap is currently producing 0.2641% returns and takes up 1.7293% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Madison, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Madison Small Current Valuation
Undervalued
Today
Please note that Madison Small's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Madison Small Cap secures a last-minute Real Value of $10.46 per share. The latest price of the fund is $9.83. We determine the value of Madison Small Cap 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 Madison Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Madison Mutual Fund. However, Madison Small'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 9.83 | Real 10.46 | Hype 9.83 | Naive 9.35 |
The intrinsic value of Madison Small'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 Madison Small'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 Madison Small Cap helps investors to forecast how Madison 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 Madison Small more accurately as focusing exclusively on Madison Small's fundamentals will not take into account other important factors: Madison Small Target Price Odds to finish over Current Price
The tendency of Madison Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 9.83 | 90 days | 9.83 | about 8.75 |
Based on a normal probability distribution, the odds of Madison Small to move above the current price in 90 days from now is about 8.75 (This Madison Small Cap probability density function shows the probability of Madison Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Madison Small has a beta of 0.15. This indicates as returns on the market go up, Madison Small average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Madison Small Cap will be expected to be much smaller as well. Additionally Madison Small Cap has an alpha of 0.2099, implying that it can generate a 0.21 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Madison Small Price Density |
| Price |
Predictive Modules for Madison Small
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Madison Small Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Madison Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Madison Small is not an exception. The market had few large corrections towards the Madison Small's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Madison Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Madison Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.21 | |
β | Beta against Dow Jones | 0.15 | |
σ | Overall volatility | 0.73 | |
Ir | Information ratio | 0.11 |
Madison Small Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Madison Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Madison Small Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Madison Small Fundamentals Growth
Madison Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Madison Small, and Madison Small 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 Madison Mutual Fund performance.
| Total Asset | 3.1 M | ||||
About Madison Small Performance
Evaluating Madison Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Madison Small 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 Madison Small 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 invests primarily in a diversified mix of common stocks of small cap U.S. companies that are believed to be undervalued by various measures and offer sound prospects for capital appreciation. Under normal market conditions, it will maintain at least 80 percent of its net assets in small cap securities.Things to note about Madison Small Cap performance evaluation
Checking the ongoing alerts about Madison Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Madison Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Madison Small's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Madison Small's mutual fund performance include:- Analyzing Madison Small'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 Madison Small's stock is overvalued or undervalued compared to its peers.
- Examining Madison Small'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 Madison Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Madison Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Madison Small's mutual fund. These opinions can provide insight into Madison Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Madison Mutual Fund
Madison Small financial ratios help investors to determine whether Madison 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 Madison with respect to the benefits of owning Madison Small security.
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