Madison High Quality Fund Manager Performance Evaluation
| MIIBX Fund | USD 10.47 0.02 0.19% |
The fund secures a Beta (Market Risk) of -0.0391, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Madison High are expected to decrease at a much lower rate. During the bear market, Madison High is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Madison High Quality has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental drivers, Madison High 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 2023 | |
| Expense Ratio | 0.5000 |
Madison |
Madison High Relative Risk vs. Return Landscape
If you would invest 1,048 in Madison High Quality on August 31, 2024 and sell it today you would lose (3.00) from holding Madison High Quality or give up 0.29% of portfolio value over 90 days. Madison High Quality is currently producing negative expected returns and takes up 0.1751% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Madison, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Madison High Current Valuation
Overvalued
Today
Please note that Madison High's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Madison High Quality secures a last-minute Real Value of $10.21 per share. The latest price of the fund is $10.47. We determine the value of Madison High Quality 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 High is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Madison Mutual Fund. However, Madison High'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 10.47 | Real 10.21 | Hype 10.47 | Naive 10.48 |
The intrinsic value of Madison High'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 High'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 Madison High Quality 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 High more accurately as focusing exclusively on Madison High's fundamentals will not take into account other important factors: Madison High Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Madison High's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Madison High Quality, and traders can use it to determine the average amount a Madison High'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 = -0.0251
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MIIBX |
Estimated Market Risk
| 0.18 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Madison High is not performing at its full potential. However, 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 Madison High by adding Madison High to a well-diversified portfolio.
Madison High Fundamentals Growth
Madison Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Madison High, and Madison High 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.
| Total Asset | 66.82 M | ||||
About Madison High Performance
Evaluating Madison High's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Madison High 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 High 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 market conditions, the fund will invest at least 80 percent of its net assets in higher quality bond issues and, therefore, the adviser intends to maintain an overall portfolio quality rating of A by Standard Poors andor A2 by Moodys.Things to note about Madison High Quality performance evaluation
Checking the ongoing alerts about Madison High for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Madison High Quality help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Madison High Quality generated a negative expected return over the last 90 days | |
| The fund generated three year return of 0.0% | |
| Madison High Quality maintains most of the assets in different exotic instruments. |
- Analyzing Madison High'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 High's stock is overvalued or undervalued compared to its peers.
- Examining Madison High'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 High's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Madison High's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Madison High's mutual fund. These opinions can provide insight into Madison High's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Madison Mutual Fund
Madison High 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 High security.
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