Manning Napier Credit Fund Manager Performance Evaluation
| MCDIX Fund | 9.09 0.01 0.11% |
The fund secures a Beta (Market Risk) of 0.035, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Manning Napier's returns are expected to increase less than the market. However, during the bear market, the loss of holding Manning Napier is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Manning Napier Credit has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Manning Napier is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreManning |
Manning Napier Relative Risk vs. Return Landscape
If you would invest 918.00 in Manning Napier Credit on September 13, 2024 and sell it today you would lose (9.00) from holding Manning Napier Credit or give up 0.98% of portfolio value over 90 days. Manning Napier Credit is currently producing negative expected returns and takes up 0.2155% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Manning, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Manning Napier Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Manning Napier's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Manning Napier Credit, and traders can use it to determine the average amount a Manning Napier'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 = -0.0778
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| Negative Returns | MCDIX |
Estimated Market Risk
| 0.22 actual daily | 1 99% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Manning Napier 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 Manning Napier by adding Manning Napier to a well-diversified portfolio.
Things to note about Manning Napier Credit performance evaluation
Checking the ongoing alerts about Manning Napier for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Manning Napier Credit help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Manning Napier generated a negative expected return over the last 90 days |
- Analyzing Manning Napier'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 Manning Napier's stock is overvalued or undervalued compared to its peers.
- Examining Manning Napier'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 Manning Napier's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Manning Napier's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Manning Napier's mutual fund. These opinions can provide insight into Manning Napier's potential for growth and whether the stock is currently undervalued or overvalued.
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