Madison Small Cap Fund Manager Performance Evaluation
| MSCIX Fund | USD 11.20 0.02 0.18% |
The fund secures a Beta (Market Risk) of 0.96, which conveys possible diversification benefits within a given portfolio. Madison Small returns are very sensitive to returns on the market. As the market goes up or down, Madison Small is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Madison Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's forward indicators remain fairly strong which may send shares a bit higher in March 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
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| Expense Ratio | 1.0000 |
Madison |
Madison Small Relative Risk vs. Return Landscape
If you would invest 1,311 in Madison Small Cap on November 29, 2024 and sell it today you would lose (191.00) from holding Madison Small Cap or give up 14.57% of portfolio value over 90 days. Madison Small Cap is currently producing negative expected returns and takes up 1.5097% volatility of returns over 90 trading days. Put another way, 13% 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 Small Current Valuation
Undervalued
Today
Please note that Madison Small's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Madison Small Cap secures a last-minute Real Value of $11.44 per share. The latest price of the fund is $11.2. We determine the value of Madison Small Cap 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Madison Mutual Fund. However, Madison Small'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 11.2 | Real 11.44 | Hype 11.2 | Naive 11.07 |
The intrinsic value of Madison Small'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 Small'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 Small Cap 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 Small more accurately as focusing exclusively on Madison Small's fundamentals will not take into account other important factors: Madison Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Madison Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Madison Small Cap, and traders can use it to determine the average amount a Madison Small'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 = -0.1658
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MSCIX |
Estimated Market Risk
| 1.51 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.25 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Madison Small 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 Small by adding Madison Small to a well-diversified portfolio.
Madison Small Fundamentals Growth
Madison Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Madison Small, and Madison Small 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.
| Price To Earning | 20.79 X | ||||
| Price To Book | 2.51 X | ||||
| Price To Sales | 2.01 X | ||||
| Total Asset | 174.02 M | ||||
About Madison Small Performance
Evaluating Madison Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Madison Small 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 Small 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 primarily in a diversified mix of common stocks of small cap U.S. companies that are believed to be undervalued by various measures and offer sound prospects for capital appreciation. Under normal market conditions, it will maintain at least 80 percent of its net assets in small cap securities.Things to note about Madison Small Cap performance evaluation
Checking the ongoing alerts about Madison Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Madison Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Madison Small Cap generated a negative expected return over the last 90 days | |
| The fund maintains about 5.98% of its assets in cash |
- Analyzing Madison Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Madison Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Madison Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Madison Small's mutual fund. These opinions can provide insight into Madison Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Madison Mutual Fund
Madison Small 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 Small security.
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