Martin Currie Emerging Fund Manager Performance Evaluation
| MCECX Fund | USD 12.58 0.18 1.41% |
The fund secures a Beta (Market Risk) of 0.0113, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Martin Currie's returns are expected to increase less than the market. However, during the bear market, the loss of holding Martin Currie is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Martin Currie Emerging are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Martin Currie is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.8900 |
Martin |
Martin Currie Relative Risk vs. Return Landscape
If you would invest 1,229 in Martin Currie Emerging on September 12, 2024 and sell it today you would earn a total of 29.00 from holding Martin Currie Emerging or generate 2.36% return on investment over 90 days. Martin Currie Emerging is currently producing 0.0428% returns and takes up 1.1352% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Martin, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Martin Currie Current Valuation
Fairly Valued
Today
Please note that Martin Currie's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Martin Currie Emerging secures a last-minute Real Value of $12.65 per share. The latest price of the fund is $12.58. We determine the value of Martin Currie Emerging 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 Martin Currie is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Martin Mutual Fund. However, Martin Currie'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 12.58 | Real 12.65 | Hype 12.58 | Naive 12.9 |
The intrinsic value of Martin Currie'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 Martin Currie'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 Martin Currie Emerging helps investors to forecast how Martin 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 Martin Currie more accurately as focusing exclusively on Martin Currie's fundamentals will not take into account other important factors: Martin Currie Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Martin Currie's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Martin Currie Emerging, and traders can use it to determine the average amount a Martin Currie'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 = 0.0377
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| Negative Returns | MCECX |
Estimated Market Risk
| 1.14 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Martin Currie is performing at about 2% of its full potential. 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 Martin Currie by adding it to a well-diversified portfolio.
Martin Currie Fundamentals Growth
Martin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Martin Currie, and Martin Currie 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 Martin Mutual Fund performance.
| Total Asset | 603.84 M | |||
About Martin Currie Performance
Evaluating Martin Currie's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Martin Currie 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 Martin Currie 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.
Under normal market conditions, the fund pursues its objective by investing at least 80 percent of its net assets plus borrowings for investment purposes, if any, in securities of issuers with substantial economic ties to one or more emerging market countries and other investments with similar economic characteristics. Martin Currie is traded on NASDAQ Exchange in the United States.Things to note about Martin Currie Emerging performance evaluation
Checking the ongoing alerts about Martin Currie for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Martin Currie Emerging help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -7.0% | |
| Martin Currie Emerging maintains 99.73% of its assets in stocks |
- Analyzing Martin Currie'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 Martin Currie's stock is overvalued or undervalued compared to its peers.
- Examining Martin Currie'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 Martin Currie's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Martin Currie's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Martin Currie's mutual fund. These opinions can provide insight into Martin Currie's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Martin Mutual Fund
Martin Currie financial ratios help investors to determine whether Martin 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 Martin with respect to the benefits of owning Martin Currie security.
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