Madison Servative Allocation Fund Manager Performance Evaluation
| MCOCX Fund | USD 10.00 0.00 0.00% |
The fund secures a Beta (Market Risk) of 0.16, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Madison Conservative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Madison Conservative is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Madison Servative Allocation has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Madison Conservative is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.7400 |
Madison |
Madison Conservative Relative Risk vs. Return Landscape
If you would invest 1,002 in Madison Servative Allocation on December 11, 2024 and sell it today you would lose (2.00) from holding Madison Servative Allocation or give up 0.2% of portfolio value over 90 days. Madison Servative Allocation is currently producing negative expected returns and takes up 0.3504% volatility of returns over 90 trading days. Put another way, 3% 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 Conservative Current Valuation
Fairly Valued
Today
Please note that Madison Conservative's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Madison Conservative secures a last-minute Real Value of $9.97 per share. The latest price of the fund is $10.0. We determine the value of Madison Conservative 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 Conservative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Madison Mutual Fund. However, Madison Conservative'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 10.0 | Real 9.97 | Hype 10.0 |
The intrinsic value of Madison Conservative'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 Conservative'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 Servative Allocation 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 Conservative more accurately as focusing exclusively on Madison Conservative's fundamentals will not take into account other important factors: Madison Conservative Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Madison Conservative's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Madison Servative Allocation, and traders can use it to determine the average amount a Madison Conservative'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 = -0.0079
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MCOCX |
Estimated Market Risk
| 0.35 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Madison Conservative 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 Conservative by adding Madison Conservative to a well-diversified portfolio.
Madison Conservative Fundamentals Growth
Madison Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Madison Conservative, and Madison Conservative 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.
| Price To Earning | 18.73 X | ||||
| Price To Book | 2.24 X | ||||
| Price To Sales | 1.51 X | ||||
| Total Asset | 67.92 M | ||||
About Madison Conservative Performance
Evaluating Madison Conservative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Madison Conservative 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 Conservative 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 shares of other registered investment companies. Madison Conservative is traded on NASDAQ Exchange in the United States.Things to note about Madison Conservative performance evaluation
Checking the ongoing alerts about Madison Conservative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Madison Conservative help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Madison Conservative generated a negative expected return over the last 90 days | |
| The fund maintains about 11.36% of its assets in cash |
- Analyzing Madison Conservative'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 Conservative's stock is overvalued or undervalued compared to its peers.
- Examining Madison Conservative'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 Conservative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Madison Conservative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Madison Conservative's mutual fund. These opinions can provide insight into Madison Conservative's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Madison Mutual Fund
Madison Conservative 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 Conservative security.
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