Md Sass Short Fund Manager Performance Evaluation
| MDSIX Fund | USD 8.98 0.01 0.11% |
The fund owns a Beta (Systematic Risk) of 0.013, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Md Sass' returns are expected to increase less than the market. However, during the bear market, the loss of holding Md Sass is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Md Sass Short are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Md Sass is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | 4 Quality Small-Cap Funds for Long-Term Investors - Morningstar | 12/19/2025 |
2 | Florida financial advisor Todd Burkhalter pleads guilty to 380M Ponzi scheme in Georgia largest scheme - New York Post | 01/22/2026 |
| Expense Ratio Date | 30th of November 2025 | |
| Expense Ratio | 0.5500 |
MDSIX |
Md Sass Relative Risk vs. Return Landscape
If you would invest 887.00 in Md Sass Short on November 30, 2025 and sell it today you would earn a total of 11.00 from holding Md Sass Short or generate 1.24% return on investment over 90 days. Md Sass Short is currently producing 0.0199% returns and takes up 0.1065% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than MDSIX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Md Sass Current Valuation
Overvalued
Today
Please note that Md Sass' price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Md Sass Short owns a latest Real Value of $8.25 per share. The recent price of the fund is $8.98. We determine the value of Md Sass Short from inspecting 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, in the future, mutual fund prices and their ongoing real values will come together.
Since Md Sass is currently traded on the exchange, buyers and sellers on that exchange determine the market value of MDSIX Mutual Fund. However, Md Sass' 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 8.98 | Real 8.25 | Hype 8.98 | Naive 8.96 |
The intrinsic value of Md Sass' 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 Md Sass' 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 Md Sass Short helps investors to forecast how MDSIX 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 Md Sass more accurately as focusing exclusively on Md Sass' fundamentals will not take into account other important factors: Md Sass Target Price Odds to finish over Current Price
The tendency of MDSIX Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 8.98 | 90 days | 8.98 | about 5.86 |
Based on a normal probability distribution, the odds of Md Sass to move above the current price in 90 days from now is about 5.86 (This Md Sass Short probability density function shows the probability of MDSIX Mutual Fund to fall within a particular range of prices over 90 days) .
Md Sass Price Density |
| Price |
Predictive Modules for Md Sass
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Md Sass Short. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Md Sass Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Md Sass is not an exception. The market had few large corrections towards the Md Sass' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Md Sass Short, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Md Sass within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 0.04 | |
Ir | Information ratio | -0.65 |
Md Sass Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Md Sass for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Md Sass Short can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 16.16% of its assets in cash |
Md Sass Fundamentals Growth
MDSIX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Md Sass, and Md Sass 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 MDSIX Mutual Fund performance.
| Total Asset | 39.63 M | ||||
About Md Sass Performance
Evaluating Md Sass' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Md Sass 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 Md Sass 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 95 percent of its assets in U.S. government and agency mortgage-backed securities and other securities issued or guaranteed by the U.S. government, its agencies or instrumentalities, and collateralized mortgage obligations , backed by U.S. government and agency MBS. Under normal market conditions, the target dollar-weighted average effective duration for the fund is expected to range between one and three years.Things to note about Md Sass Short performance evaluation
Checking the ongoing alerts about Md Sass for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Md Sass Short 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 about 16.16% of its assets in cash |
- Analyzing Md Sass' 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 Md Sass' stock is overvalued or undervalued compared to its peers.
- Examining Md Sass' 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 Md Sass' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Md Sass' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Md Sass' mutual fund. These opinions can provide insight into Md Sass' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in MDSIX Mutual Fund
Md Sass financial ratios help investors to determine whether MDSIX 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 MDSIX with respect to the benefits of owning Md Sass security.
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