Mfs Municipal Income Fund Manager Performance Evaluation
| XMFMX Fund | USD 5.99 0.01 0.17% |
The fund secures a Beta (Market Risk) of 0.0365, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mfs Municipal's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Municipal is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Mfs Municipal Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Mfs Municipal 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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Mfs Municipal Relative Risk vs. Return Landscape
If you would invest 602.00 in Mfs Municipal Income on November 1, 2025 and sell it today you would lose (3.00) from holding Mfs Municipal Income or give up 0.5% of portfolio value over 90 days. Mfs Municipal Income is currently producing negative expected returns and takes up 0.1857% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Mfs, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mfs Municipal Target Price Odds to finish over Current Price
The tendency of Mfs Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 5.99 | 90 days | 5.99 | about 66.28 |
Based on a normal probability distribution, the odds of Mfs Municipal to move above the current price in 90 days from now is about 66.28 (This Mfs Municipal Income probability density function shows the probability of Mfs Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Mfs Municipal has a beta of 0.0365. This entails as returns on the market go up, Mfs Municipal average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Mfs Municipal Income will be expected to be much smaller as well. Additionally Mfs Municipal Income has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Mfs Municipal Price Density |
| Price |
Predictive Modules for Mfs Municipal
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Mfs Municipal Income. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Mfs Municipal Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Mfs Municipal is not an exception. The market had few large corrections towards the Mfs Municipal's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Mfs Municipal Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Mfs Municipal within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.02 | |
β | Beta against Dow Jones | 0.04 | |
σ | Overall volatility | 0.02 | |
Ir | Information ratio | -0.37 |
Mfs Municipal Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Mfs Municipal for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Mfs Municipal Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Mfs Municipal Income generated a negative expected return over the last 90 days |
Mfs Municipal Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Municipal, and Mfs Municipal 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 Mfs Mutual Fund performance.
About Mfs Municipal Performance
Evaluating Mfs Municipal's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Municipal 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 Mfs Municipal 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.
Things to note about Mfs Municipal Income performance evaluation
Checking the ongoing alerts about Mfs Municipal for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Municipal Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mfs Municipal Income generated a negative expected return over the last 90 days |
- Analyzing Mfs Municipal'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 Mfs Municipal's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Municipal'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 Mfs Municipal's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Municipal's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Municipal's mutual fund. These opinions can provide insight into Mfs Municipal's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Municipal financial ratios help investors to determine whether Mfs 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 Mfs with respect to the benefits of owning Mfs Municipal security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |