Morgan Stanley Vitality Fund Manager Performance Evaluation
| MSVDX Fund | USD 6.22 0.01 0.16% |
The fund secures a Beta (Market Risk) of 0.74, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Morgan Stanley's returns are expected to increase less than the market. However, during the bear market, the loss of holding Morgan Stanley is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Morgan Stanley Vitality has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Morgan Stanley 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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Morgan Stanley Relative Risk vs. Return Landscape
If you would invest 644.00 in Morgan Stanley Vitality on September 13, 2024 and sell it today you would lose (22.00) from holding Morgan Stanley Vitality or give up 3.42% of portfolio value over 90 days. Morgan Stanley Vitality is currently producing negative expected returns and takes up 1.0726% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Morgan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Morgan Stanley Current Valuation
Fairly Valued
Today
Please note that Morgan Stanley's price fluctuation is not too volatile at this time. Morgan Stanley Vitality secures a last-minute Real Value of $6.21 per share. The latest price of the fund is $6.22. Our model forecasts the value of Morgan Stanley Vitality from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Morgan Stanley is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Morgan Mutual Fund. However, Morgan Stanley'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 6.22 | Real 6.21 | Hype 6.22 | Naive 6.3 |
The intrinsic value of Morgan Stanley'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 Morgan Stanley'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 Morgan Stanley Vitality helps investors to forecast how Morgan 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 Morgan Stanley more accurately as focusing exclusively on Morgan Stanley's fundamentals will not take into account other important factors: Morgan Stanley Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morgan Stanley's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Morgan Stanley Vitality, and traders can use it to determine the average amount a Morgan Stanley'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 = -0.0453
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| Negative Returns | MSVDX |
Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Morgan Stanley 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 Morgan Stanley by adding Morgan Stanley to a well-diversified portfolio.
About Morgan Stanley Performance
Evaluating Morgan Stanley's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Morgan Stanley 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 Morgan Stanley 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 Adviser seeks to achieve the funds investment objective by investing primarily in securities of companies located in the United States that are principally engaged in the discovery, development, production, or distribution of products or services related to advances in healthcare. It has a fundamental policy of investing 25 percent or more of its total assets in the group of industries comprising the healthcare sector. The fund will invest primarily in equity securities.Things to note about Morgan Stanley Vitality performance evaluation
Checking the ongoing alerts about Morgan Stanley for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Morgan Stanley Vitality help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Morgan Stanley generated a negative expected return over the last 90 days | |
| The fund maintains all of the assets in different exotic instruments |
- Analyzing Morgan Stanley'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 Morgan Stanley's stock is overvalued or undervalued compared to its peers.
- Examining Morgan Stanley'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 Morgan Stanley's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Morgan Stanley's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Morgan Stanley's mutual fund. These opinions can provide insight into Morgan Stanley's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Morgan Mutual Fund
Morgan Stanley financial ratios help investors to determine whether Morgan 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 Morgan with respect to the benefits of owning Morgan Stanley security.
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