Mainstay Defined Term Fund Manager Performance Evaluation
| XMMDX Fund | USD 16.60 0.02 0.12% |
The fund secures a Beta (Market Risk) of 0.0402, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mainstay Defined's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mainstay Defined is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Mainstay Defined Term has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Mainstay Defined is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.6400 |
Mainstay |
Mainstay Defined Relative Risk vs. Return Landscape
If you would invest 1,684 in Mainstay Defined Term on November 2, 2024 and sell it today you would lose (24.00) from holding Mainstay Defined Term or give up 1.43% of portfolio value over 90 days. Mainstay Defined Term is currently producing negative expected returns and takes up 0.3497% volatility of returns over 90 trading days. Put another way, 3% 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 |
| Risk |
Mainstay Defined Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mainstay Defined's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mainstay Defined Term, and traders can use it to determine the average amount a Mainstay Defined'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 = -0.0678
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XMMDX |
Estimated Market Risk
| 0.35 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Mainstay Defined 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 Defined by adding Mainstay Defined to a well-diversified portfolio.
Mainstay Defined Fundamentals Growth
Mainstay Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mainstay Defined, and Mainstay Defined 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.
About Mainstay Defined Performance
Evaluating Mainstay Defined's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mainstay Defined 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 Mainstay Defined 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.
Mainstay Defined is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Mainstay Defined Term performance evaluation
Checking the ongoing alerts about Mainstay Defined for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mainstay Defined Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mainstay Defined generated a negative expected return over the last 90 days |
- Analyzing Mainstay Defined'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 Defined's stock is overvalued or undervalued compared to its peers.
- Examining Mainstay Defined'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 Defined's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mainstay Defined's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mainstay Defined's mutual fund. These opinions can provide insight into Mainstay Defined's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mainstay Mutual Fund
Mainstay Defined financial ratios help investors to determine whether Mainstay 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 Mainstay with respect to the benefits of owning Mainstay Defined security.
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