Msif Global Opportunity Fund Manager Performance Evaluation
| MGORX Fund | USD 39.67 0.01 0.03% |
The fund secures a Beta (Market Risk) of -0.0476, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Msif Global are expected to decrease at a much lower rate. During the bear market, Msif Global is likely to outperform the market.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Msif Global Opportunity are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Msif Global showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.8600 |
Msif |
Msif Global Relative Risk vs. Return Landscape
If you would invest 3,465 in Msif Global Opportunity on August 29, 2024 and sell it today you would earn a total of 502.00 from holding Msif Global Opportunity or generate 14.49% return on investment over 90 days. Msif Global Opportunity is currently producing 0.2156% returns and takes up 0.9024% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Msif, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Msif Global Current Valuation
Overvalued
Today
Please note that Msif Global's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Msif Global Opportunity secures a last-minute Real Value of $36.42 per share. The latest price of the fund is $39.67. We determine the value of Msif Global Opportunity 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 Msif Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Msif Mutual Fund. However, Msif Global'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 39.67 | Real 36.42 | Hype 39.67 | Naive 39.59 |
The intrinsic value of Msif Global'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 Msif Global'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 Msif Global Opportunity helps investors to forecast how Msif 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 Msif Global more accurately as focusing exclusively on Msif Global's fundamentals will not take into account other important factors: Msif Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Msif Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Msif Global Opportunity, and traders can use it to determine the average amount a Msif Global'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 = 0.2389
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MGORX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.9 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average Msif Global is performing at about 18% 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 Msif Global by adding it to a well-diversified portfolio.
Msif Global Fundamentals Growth
Msif Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Msif Global, and Msif Global 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 Msif Mutual Fund performance.
| Total Asset | 3.24 B | |||
About Msif Global Performance
Evaluating Msif Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Msif Global 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 Msif Global 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 seeks to achieve its investment objective by investing primarily in established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. Msif Global is traded on NASDAQ Exchange in the United States.Things to note about Msif Global Opportunity performance evaluation
Checking the ongoing alerts about Msif Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Msif Global Opportunity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Msif Global's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Msif Global's mutual fund performance include:- Analyzing Msif Global'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 Msif Global's stock is overvalued or undervalued compared to its peers.
- Examining Msif Global'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 Msif Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Msif Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Msif Global's mutual fund. These opinions can provide insight into Msif Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Msif Mutual Fund
Msif Global financial ratios help investors to determine whether Msif 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 Msif with respect to the benefits of owning Msif Global security.
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