Mfs Prudent Financial Statements From 2010 to 2024
| FPPVX Fund | USD 11.65 0.01 0.09% |
Check Mfs Prudent financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Mfs main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Mfs financial statements analysis is a perfect complement when working with Mfs Prudent Valuation or Volatility modules.
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Mfs Prudent Investor Mutual Fund One Year Return Analysis
Mfs Prudent's 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.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Mfs Prudent One Year Return | 9.29 % |
Most of Mfs Prudent's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Mfs Prudent Investor is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
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Based on the recorded statements, Mfs Prudent Investor has an One Year Return of 9.288%. This is much higher than that of the MFS family and significantly higher than that of the Allocation--50% to 70% Equity category. The one year return for all United States funds is notably lower than that of the firm.
Mfs Prudent Investor Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Prudent's current stock value. Our valuation model uses many indicators to compare Mfs Prudent value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Prudent competition to find correlations between indicators driving Mfs Prudent's intrinsic value. More Info.Mfs Prudent Investor is rated below average in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 40.90 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Mfs Prudent by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mfs Prudent's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Prudent's earnings, one of the primary drivers of an investment's value.About Mfs Prudent Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Mfs Prudent income statement, its balance sheet, and the statement of cash flows. Mfs Prudent investors use historical funamental indicators, such as Mfs Prudent's revenue or net income, to determine how well the company is positioned to perform in the future. Although Mfs Prudent investors may use each financial statement separately, they are all related. The changes in Mfs Prudent's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Mfs Prudent's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Mfs Prudent Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Mfs Prudent. Please read more on our technical analysis and fundamental analysis pages.
The funds investment adviser normally invests the funds assets across different asset classes, including an allocation to equity securities and an allocation to debt instruments andor cash and cash equivalents. MFS allocates the funds assets across these asset classes based on its assessment of individual securities and the riskreturn potential of the asset classes. It invests the funds assets in U.S. and foreign securities, including emerging market securities. MFS may invest a significant percentage of the funds assets in a single issuer or a small number of issuers.
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