Matthew 25 Fund Manager Performance Evaluation
| MXXVX Fund | USD 38.32 0.24 0.63% |
The fund secures a Beta (Market Risk) of 1.42, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Matthew 25 will likely underperform.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Matthew 25 Fund are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Matthew 25 showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 1.1000 |
Matthew |
Matthew 25 Relative Risk vs. Return Landscape
If you would invest 3,336 in Matthew 25 Fund on August 28, 2024 and sell it today you would earn a total of 496.00 from holding Matthew 25 Fund or generate 14.87% return on investment over 90 days. Matthew 25 Fund is currently producing 0.2289% returns and takes up 1.3311% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Matthew, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Matthew 25 Current Valuation
Overvalued
Today
Please note that Matthew 25's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Matthew 25 Fund secures a last-minute Real Value of $37.47 per share. The latest price of the fund is $38.32. We determine the value of Matthew 25 Fund 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 Matthew 25 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Matthew Mutual Fund. However, Matthew 25'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 38.32 | Real 37.47 | Hype 38.32 | Naive 37.55 |
The intrinsic value of Matthew 25'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 Matthew 25'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 Matthew 25 Fund helps investors to forecast how Matthew 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 Matthew 25 more accurately as focusing exclusively on Matthew 25's fundamentals will not take into account other important factors: Matthew 25 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Matthew 25's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Matthew 25 Fund, and traders can use it to determine the average amount a Matthew 25'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 = 0.172
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MXXVX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.33 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Matthew 25 is performing at about 13% 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 Matthew 25 by adding it to a well-diversified portfolio.
Matthew 25 Fundamentals Growth
Matthew Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Matthew 25, and Matthew 25 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 Matthew Mutual Fund performance.
| Price To Earning | 13.78 X | ||||
| Price To Book | 1.60 X | ||||
| Price To Sales | 1.55 X | ||||
About Matthew 25 Performance
Evaluating Matthew 25's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Matthew 25 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 Matthew 25 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 is eligible to invest in the securities of companies with small, medium or large capitalization. In other words, it is open to research within a large universe of public companies so that it may find stocks with the exceptional traits that the fund desires. Whenever the adviser finds such an investment then the adviser may purchase its stock, convertible securities or bonds with up to 25 percent of the funds total assets. The fund is non-diversified.Things to note about Matthew 25 Fund performance evaluation
Checking the ongoing alerts about Matthew 25 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Matthew 25 Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Matthew 25's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Matthew 25's mutual fund performance include:- Analyzing Matthew 25'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 Matthew 25's stock is overvalued or undervalued compared to its peers.
- Examining Matthew 25'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 Matthew 25's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Matthew 25's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Matthew 25's mutual fund. These opinions can provide insight into Matthew 25's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Matthew Mutual Fund
Matthew 25 financial ratios help investors to determine whether Matthew 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 Matthew with respect to the benefits of owning Matthew 25 security.
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