Mfs Inflation Adjusted Bond Fund Manager Performance Evaluation
| MIACX Fund | USD 8.97 0.01 0.11% |
The fund secures a Beta (Market Risk) of 0.0564, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mfs Inflation-adjust's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Inflation-adjust is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Mfs Inflation Adjusted Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Mfs Inflation-adjust is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 1.4900 |
Mfs |
Mfs Inflation-adjust Relative Risk vs. Return Landscape
If you would invest 899.00 in Mfs Inflation Adjusted Bond on November 1, 2025 and sell it today you would lose (2.00) from holding Mfs Inflation Adjusted Bond or give up 0.22% of portfolio value over 90 days. Mfs Inflation Adjusted Bond is currently producing negative expected returns and takes up 0.1718% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Mfs, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mfs Inflation-adjust Current Valuation
Fairly Valued
Today
Please note that Mfs Inflation-adjust's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mfs Inflation Adjusted secures a last-minute Real Value of $8.97 per share. The latest price of the fund is $8.97. We determine the value of Mfs Inflation Adjusted 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 Mfs Inflation-adjust is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Inflation-adjust'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 8.97 | Real 8.97 | Hype 8.97 | Naive 8.95 |
The intrinsic value of Mfs Inflation-adjust'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 Mfs Inflation-adjust'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 Mfs Inflation Adjusted Bond helps investors to forecast how Mfs 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 Mfs Inflation-adjust more accurately as focusing exclusively on Mfs Inflation-adjust's fundamentals will not take into account other important factors: Mfs Inflation-adjust Target Price Odds to finish over Current Price
The tendency of Mfs 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 |
| 8.97 | 90 days | 8.97 | about 36.9 |
Based on a normal probability distribution, the odds of Mfs Inflation-adjust to move above the current price in 90 days from now is about 36.9 (This Mfs Inflation Adjusted Bond probability density function shows the probability of Mfs Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Mfs Inflation-adjust has a beta of 0.0564. This indicates as returns on the market go up, Mfs Inflation-adjust average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Mfs Inflation Adjusted Bond will be expected to be much smaller as well. Additionally Mfs Inflation Adjusted Bond has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Mfs Inflation-adjust Price Density |
| Price |
Predictive Modules for Mfs Inflation-adjust
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Mfs Inflation Adjusted. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Mfs Inflation-adjust's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Mfs Inflation-adjust Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Mfs Inflation-adjust is not an exception. The market had few large corrections towards the Mfs Inflation-adjust'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 Mfs Inflation Adjusted Bond, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Mfs Inflation-adjust within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.02 | |
β | Beta against Dow Jones | 0.06 | |
σ | Overall volatility | 0.03 | |
Ir | Information ratio | -0.41 |
Mfs Inflation-adjust 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 Mfs Inflation-adjust for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Mfs Inflation Adjusted can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Mfs Inflation-adjust generated a negative expected return over the last 90 days | |
| The fund generated five year return of -1.0% | |
| Mfs Inflation Adjusted maintains about 14.25% of its assets in cash |
Mfs Inflation-adjust Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Inflation-adjust, and Mfs Inflation-adjust 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 Mfs Mutual Fund performance.
| Total Asset | 1.89 M | |||
About Mfs Inflation-adjust Performance
Evaluating Mfs Inflation-adjust's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Inflation-adjust 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 Mfs Inflation-adjust 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 normally invests at least 80 percent of the funds net assets in inflation-adjusted debt instruments and other instruments with similar economic characteristics. MFS generally focuses the funds investments in inflation-adjusted debt instruments issued by the U.S. Treasury.Things to note about Mfs Inflation Adjusted performance evaluation
Checking the ongoing alerts about Mfs Inflation-adjust for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Inflation Adjusted help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mfs Inflation-adjust generated a negative expected return over the last 90 days | |
| The fund generated five year return of -1.0% | |
| Mfs Inflation Adjusted maintains about 14.25% of its assets in cash |
- Analyzing Mfs Inflation-adjust'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 Mfs Inflation-adjust's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Inflation-adjust'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 Mfs Inflation-adjust's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Inflation-adjust's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Inflation-adjust's mutual fund. These opinions can provide insight into Mfs Inflation-adjust's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Inflation-adjust financial ratios help investors to determine whether Mfs 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 Mfs with respect to the benefits of owning Mfs Inflation-adjust security.
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