Mainstay Retirement 2040 Manager Performance
The fund secures a Beta (Market Risk) of 0.0, which conveys not very significant fluctuations relative to the market. the returns on MARKET and Mainstay Retirement are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Mainstay Retirement 2040 has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Mainstay Retirement is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Mainstay Retirement Relative Risk vs. Return Landscape
If you would invest (100.00) in Mainstay Retirement 2040 on September 3, 2024 and sell it today you would earn a total of 100.00 from holding Mainstay Retirement 2040 or generate -100.0% return on investment over 90 days. Mainstay Retirement 2040 is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Mainstay, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Mainstay Retirement Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mainstay Retirement's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mainstay Retirement 2040, and traders can use it to determine the average amount a Mainstay Retirement'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 = 0.0
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Based on monthly moving average Mainstay Retirement 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 Mainstay Retirement by adding Mainstay Retirement to a well-diversified portfolio.
Mainstay Retirement Fundamentals Growth
Mainstay Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mainstay Retirement, and Mainstay Retirement 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 | 18.70 X | |||
| Price To Book | 2.14 X | |||
| Price To Sales | 1.44 X | |||
| Total Asset | 211.04 M | |||
Things to note about Mainstay Retirement 2040 performance evaluation
Checking the ongoing alerts about Mainstay Retirement for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mainstay Retirement 2040 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mainstay Retirement is not yet fully synchronised with the market data | |
| Mainstay Retirement has some characteristics of a very speculative penny stock | |
| Mainstay Retirement has a very high chance of going through financial distress in the upcoming years | |
| The fund generated five year return of -1.0% | |
| Mainstay Retirement 2040 maintains about 13.71% of its assets in bonds |
- Analyzing Mainstay Retirement'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 Retirement's stock is overvalued or undervalued compared to its peers.
- Examining Mainstay Retirement'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 Retirement's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mainstay Retirement's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mainstay Retirement's mutual fund. These opinions can provide insight into Mainstay Retirement'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 estimate. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
Other Consideration for investing in Mainstay Mutual Fund
If you are still planning to invest in Mainstay Retirement 2040 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 Retirement's history and understand the potential risks before investing.
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