Mfs Low Price To Book vs. One Year Return
| MLVMX Fund | USD 22.07 0.03 0.14% |
For Mfs Low profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Mfs Low to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Mfs Low Volatility utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Mfs Low's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Mfs Low Volatility over time as well as its relative position and ranking within its peers.
Mfs |
Mfs Low Volatility One Year Return vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Low's current stock value. Our valuation model uses many indicators to compare Mfs Low value to that of its competitors to determine the firm's financial worth. Mfs Low Volatility is number one fund in price to book among similar funds. It also is number one fund in one year return among similar funds reporting about 8.72 of One Year Return per Price To Book. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Mfs Low's earnings, one of the primary drivers of an investment's value.Mfs One Year Return vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Mfs Low |
| = | 2.69 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Mfs Low |
| = | 23.45 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Mfs One Year Return Comparison
Mfs Low is currently under evaluation in one year return among similar funds.
Mfs Low Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Mfs Low, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Mfs Low will eventually generate negative long term returns. The profitability progress is the general direction of Mfs Low's change in net profit over the period of time. It can combine multiple indicators of Mfs Low, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund normally invests at least 80 percent of its net assets in equity securities. Equity securities include common stocks, equity interests in real estate investment trusts , and other securities that represent an ownership interest in a company or other issuer. It may invest the funds assets in securities of companies of any size. The funds investment adviser uses an active bottom-up approach to buying and selling investments for the fund.
Mfs Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Mfs Low. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Mfs Low position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Mfs Low's important profitability drivers and their relationship over time.
Use Mfs Low in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Mfs Low position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Mfs Low will appreciate offsetting losses from the drop in the long position's value.Mfs Low Pair Trading
Mfs Low Volatility Pair Trading Analysis
The ability to find closely correlated positions to Mfs Low could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Mfs Low when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Mfs Low - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Mfs Low Volatility to buy it.
The correlation of Mfs Low is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Mfs Low moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mfs Low Volatility moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Mfs Low can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Mfs Low position
In addition to having Mfs Low in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Heavy Metals Thematic Idea Now
Heavy Metals
Companies involved in mining, production, and distribution of various industrial metals and minerals. The Heavy Metals theme has 39 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Heavy Metals Theme or any other thematic opportunities.
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Other Information on Investing in Mfs Mutual Fund
To fully project Mfs Low's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Mfs Low Volatility at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Mfs Low's income statement, its balance sheet, and the statement of cash flows.
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