Mainstay Income Builder Manager Performance
| MKTRXDelisted Fund | USD 21.24 0.00 0.00% |
The fund secures a Beta (Market Risk) of -0.0518, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Mainstay Income are expected to decrease at a much lower rate. During the bear market, Mainstay Income is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Mainstay Income Builder are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Mainstay Income may actually be approaching a critical reversion point that can send shares even higher in May 2025.
...more| Expense Ratio Date | 28th of February 2023 |
Mainstay |
Mainstay Income Relative Risk vs. Return Landscape
If you would invest 2,047 in Mainstay Income Builder on January 5, 2025 and sell it today you would earn a total of 77.00 from holding Mainstay Income Builder or generate 3.76% return on investment over 90 days. Mainstay Income Builder is currently producing 0.1169% returns and takes up 0.5403% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Mainstay, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mainstay Income Current Valuation
Overvalued
Today
Please note that Mainstay Income's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Mainstay Income Builder secures a last-minute Real Value of $19.53 per share. The latest price of the fund is $21.24. We determine the value of Mainstay Income Builder 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 Mainstay Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mainstay Mutual Fund. However, Mainstay Income'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 21.24 | Real 19.53 | Hype 21.24 |
The intrinsic value of Mainstay Income'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 Mainstay Income'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 Mainstay Income Builder helps investors to forecast how Mainstay 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 Mainstay Income more accurately as focusing exclusively on Mainstay Income's fundamentals will not take into account other important factors: Mainstay Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mainstay Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mainstay Income Builder, and traders can use it to determine the average amount a Mainstay Income'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 = 0.2163
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | MKTRX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.54 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Mainstay Income is performing at about 17% 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 Mainstay Income by adding it to a well-diversified portfolio.
Mainstay Income Fundamentals Growth
Mainstay Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mainstay Income, and Mainstay Income 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 Mainstay Mutual Fund performance.
| Price To Earning | 17.09 X | |||
| Price To Book | 2.39 X | |||
| Price To Sales | 1.59 X | |||
| Total Asset | 5.64 M | |||
About Mainstay Income Performance
Evaluating Mainstay Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mainstay Income 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 Mainstay Income 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 investment seeks current income consistent with reasonable opportunity for future growth of capital and income. Mainstay Income is traded on NASDAQ Exchange in the United States.Things to note about Mainstay Income Builder performance evaluation
Checking the ongoing alerts about Mainstay Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mainstay Income Builder help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mainstay Income is not yet fully synchronised with the market data | |
| Mainstay Income has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains about 5.16% of its assets in bonds |
- Analyzing Mainstay Income'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 Mainstay Income's stock is overvalued or undervalued compared to its peers.
- Examining Mainstay Income'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 Mainstay Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mainstay Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mainstay Income's mutual fund. These opinions can provide insight into Mainstay Income's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Other Consideration for investing in Mainstay Mutual Fund
If you are still planning to invest in Mainstay Income Builder check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Mainstay Income's history and understand the potential risks before investing.
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency |