Madison Ered Call Fund Manager Performance Evaluation

MENAX Fund  USD 8.94  0.03  0.34%   
The fund secures a Beta (Market Risk) of 0.19, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Madison Ered's returns are expected to increase less than the market. However, during the bear market, the loss of holding Madison Ered 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 Madison Ered Call are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Madison Ered may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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Expense Ratio Date28th of February 2025
Expense Ratio1.2900
  

Madison Ered Relative Risk vs. Return Landscape

If you would invest  840.00  in Madison Ered Call on November 5, 2025 and sell it today you would earn a total of  54.00  from holding Madison Ered Call or generate 6.43% return on investment over 90 days. Madison Ered Call is currently producing 0.1053% returns and takes up 0.5341% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Madison, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Madison Ered is expected to generate 0.7 times more return on investment than the market. However, the company is 1.42 times less risky than the market. It trades about 0.2 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.1 per unit of risk.

Madison Ered Current Valuation

Undervalued
Today
8.94
Please note that Madison Ered's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Madison Ered Call last-minute Real Value cannot be determined due to lack of data. The latest price of Madison Ered Call is $8.94. We determine the value of Madison Ered Call 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 Ered is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Madison Mutual Fund. However, Madison Ered'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  8.94 Real  0.0 Hype  0.0 Naive  8.91
The intrinsic value of Madison Ered'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 Ered'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.
0.00
Real Value
0.53
Upside
Estimating the potential upside or downside of Madison Ered Call 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 Ered more accurately as focusing exclusively on Madison Ered's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
8.648.839.02
Details
Hype
Prediction
LowEstimatedHigh
0.000.000.53
Details
Naive
Forecast
LowNext ValueHigh
8.388.919.44
Details
Below is the normalized historical share price chart for Madison Ered Call extending back to October 30, 2009. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Madison Ered stands at 8.94, as last reported on the 3rd of February, with the highest price reaching 8.94 and the lowest price hitting 8.94 during the day.
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Madison Ered Target Price Odds to finish over Current Price

The tendency of Madison 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 PriceHorizonTarget PriceOdds to move above the current price in 90 days
 8.94 90 days 8.94 
nearly 4.4
Based on a normal probability distribution, the odds of Madison Ered to move above the current price in 90 days from now is nearly 4.4 (This Madison Ered Call probability density function shows the probability of Madison Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Madison Ered has a beta of 0.19. This indicates as returns on the market go up, Madison Ered average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Madison Ered Call will be expected to be much smaller as well. Additionally Madison Ered Call has an alpha of 0.0279, implying that it can generate a 0.0279 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Madison Ered Price Density   
       Price  

Predictive Modules for Madison Ered

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Madison Ered Call. 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.
Hype
Prediction
LowEstimatedHigh
0.000.000.53
Details
Intrinsic
Valuation
LowRealHigh
0.000.000.53
Details
Naive
Forecast
LowNextHigh
8.388.919.44
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
8.648.839.02
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Madison Ered. Your research has to be compared to or analyzed against Madison Ered's peers to derive any actionable benefits. When done correctly, Madison Ered's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Madison Ered Call.

Madison Ered Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Madison Ered is not an exception. The market had few large corrections towards the Madison Ered's 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 Madison Ered Call, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Madison Ered within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.03
β
Beta against Dow Jones0.19
σ
Overall volatility
0.17
Ir
Information ratio -0.02

Madison Ered 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 Madison Ered for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Madison Ered Call can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Latest headline from news.google.com: Buy These 3 Small-Cap Value Mutual Funds for Exciting Returns - Intellectia AI
The fund maintains about 24.68% of its assets in cash

Madison Ered Fundamentals Growth

Madison Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Madison Ered, and Madison Ered 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.

About Madison Ered Performance

Evaluating Madison Ered's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Madison Ered 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 Ered 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, under normal conditions, primarily in common stocks of large- and mid-capitalization issuers that are, in the view of the funds investment adviser, selling at a reasonable price in relation to their long-term earnings growth rates. It will invest at least 80 percent of its net assets in common stocks, with at least 65 percent of this amount invested in common stocks of large capitalization issuers that meet the funds selection criteria.

Things to note about Madison Ered Call performance evaluation

Checking the ongoing alerts about Madison Ered for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Madison Ered Call help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Latest headline from news.google.com: Buy These 3 Small-Cap Value Mutual Funds for Exciting Returns - Intellectia AI
The fund maintains about 24.68% of its assets in cash
Evaluating Madison Ered's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Madison Ered's mutual fund performance include:
  • Analyzing Madison Ered'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 Ered's stock is overvalued or undervalued compared to its peers.
  • Examining Madison Ered'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 Ered's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Madison Ered's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Madison Ered's mutual fund. These opinions can provide insight into Madison Ered's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Madison Ered's mutual fund performance is not an exact science, and many factors can impact Madison Ered's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Madison Mutual Fund

Madison Ered 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 Ered security.
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