Madison Funds Fund Manager Performance Evaluation
| MBORX Fund | USD 8.99 0.03 0.33% |
The fund secures a Beta (Market Risk) of -0.0588, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Madison Funds are expected to decrease at a much lower rate. During the bear market, Madison Funds is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Madison Funds has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Madison Funds is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreMadison |
Madison Funds Relative Risk vs. Return Landscape
If you would invest 905.00 in Madison Funds on August 31, 2024 and sell it today you would lose (9.00) from holding Madison Funds or give up 0.99% of portfolio value over 90 days. Madison Funds is currently producing negative expected returns and takes up 0.2777% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Madison, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Madison Funds Current Valuation
Overvalued
Today
Please note that Madison Funds' price fluctuation is very steady at this time. Madison Funds secures a last-minute Real Value of $8.66 per share. The latest price of the fund is $8.99. Our model forecasts the value of Madison Funds from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Madison Mutual Fund. However, Madison Funds' 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 8.99 | Real 8.66 | Hype 8.96 |
The intrinsic value of Madison Funds' 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 Funds' 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 Funds 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 Funds more accurately as focusing exclusively on Madison Funds' fundamentals will not take into account other important factors: Madison Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Madison Funds' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Madison Funds , and traders can use it to determine the average amount a Madison Funds' 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 = -0.0558
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| Negative Returns | MBORX |
Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.02 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 Madison Funds 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 Madison Funds by adding Madison Funds to a well-diversified portfolio.
About Madison Funds Performance
Evaluating Madison Funds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Madison Funds 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 Funds 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 at least 80 percent of its net assets in bonds. To keep current income relatively stable and to limit share price volatility, the fund emphasizes investment grade securities and maintains an intermediate average portfolio duration, with the goal of being between 85-115 percent of the market benchmark duration .Things to note about Madison Funds performance evaluation
Checking the ongoing alerts about Madison Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Madison Funds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Madison Funds generated a negative expected return over the last 90 days |
- Analyzing Madison Funds' 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 Funds' stock is overvalued or undervalued compared to its peers.
- Examining Madison Funds' 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 Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Madison Funds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Madison Funds' mutual fund. These opinions can provide insight into Madison Funds' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Madison Mutual Fund
Madison Funds 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 Funds security.
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