M3sixty Capital Small Fund Manager Performance Evaluation
| MCSCX Fund | 12.51 0.14 1.13% |
The entity secures a Beta (Market Risk) of 1.55, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, M3sixty Capital will likely underperform.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in M3sixty Capital Small are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, M3sixty Capital may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...moreM3Sixty |
M3sixty Capital Relative Risk vs. Return Landscape
If you would invest 1,131 in M3sixty Capital Small on August 28, 2024 and sell it today you would earn a total of 120.00 from holding M3sixty Capital Small or generate 10.61% return on investment over 90 days. M3sixty Capital Small is currently producing 0.1691% returns and takes up 1.351% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than M3Sixty, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
M3sixty Capital Current Valuation
Fairly Valued
Today
Please note that M3sixty Capital's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. M3sixty Capital Small secures a last-minute Real Value of USD12.29 per share. The latest price of the fund is USD12.51. We determine the value of M3sixty Capital Small from reviewing 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 in time, mutual fund prices and their ongoing real values will merge together.
Since M3sixty Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of M3Sixty Mutual Fund. However, M3sixty Capital'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 12.51 | Real 12.29 | Hype 12.51 | Naive 12.1 |
The intrinsic value of M3sixty Capital'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 M3sixty Capital'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 M3sixty Capital Small helps investors to forecast how M3Sixty 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 M3sixty Capital more accurately as focusing exclusively on M3sixty Capital's fundamentals will not take into account other important factors: M3sixty Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for M3sixty Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as M3sixty Capital Small, and traders can use it to determine the average amount a M3sixty Capital'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 = 0.1252
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.35 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average M3sixty Capital is performing at about 9% 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 M3sixty Capital by adding it to a well-diversified portfolio.
M3sixty Capital Fundamentals Growth
M3Sixty Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of M3sixty Capital, and M3sixty Capital 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 M3Sixty Mutual Fund performance.
About M3sixty Capital Performance
Evaluating M3sixty Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if M3sixty Capital 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 M3sixty Capital 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 circumstances, the fund seeks to achieve its investment objective by investing at least 80 percent of its net assets in equity securities of small capitalization companies. The adviser defines small capitalization companies as issuers whose market capitalization is within the same market capitalization range as companies listed in the Russell 2000 Growth Index, which is subject to change over time.Things to note about M3sixty Capital Small performance evaluation
Checking the ongoing alerts about M3sixty Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for M3sixty Capital Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
- Analyzing M3sixty Capital'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 M3sixty Capital's stock is overvalued or undervalued compared to its peers.
- Examining M3sixty Capital'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 M3sixty Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of M3sixty Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of M3sixty Capital's mutual fund. These opinions can provide insight into M3sixty Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in M3Sixty Mutual Fund
M3sixty Capital financial ratios help investors to determine whether M3Sixty 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 M3Sixty with respect to the benefits of owning M3sixty Capital security.
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