Multisector Bond Sma Fund Manager Performance Evaluation
| MBSAX Fund | USD 13.09 0.03 0.23% |
The fund secures a Beta (Market Risk) of 0.51, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Multisector Bond's returns are expected to increase less than the market. However, during the bear market, the loss of holding Multisector Bond is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Multisector Bond Sma are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Multisector Bond is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0000 |
Multisector |
Multisector Bond Relative Risk vs. Return Landscape
If you would invest 1,298 in Multisector Bond Sma on February 11, 2024 and sell it today you would earn a total of 11.00 from holding Multisector Bond Sma or generate 0.85% return on investment over 90 days. Multisector Bond Sma is currently producing 0.0145% returns and takes up 0.4753% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Multisector, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Multisector Bond Current Valuation
Fairly Valued
Today
Please note that Multisector Bond's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Multisector Bond Sma secures a last-minute Real Value of $13.05 per share. The latest price of the fund is $13.09. We determine the value of Multisector Bond Sma 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.
Our valuation method for Multisector Bond Sma is useful when determining the fair value of the Multisector mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Multisector Bond. Since Multisector Bond is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Multisector Mutual Fund. However, Multisector Bond'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 13.09 | Real 13.05 | Hype 13.09 |
The real value of Multisector Mutual Fund, also known as its intrinsic value, is the underlying worth of Multisector Bond Sma Mutual Fund, which is reflected in its stock price. It is based on Multisector Bond's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Multisector Bond'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 Multisector Bond'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 Multisector Bond Sma helps investors to forecast how Multisector 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 Multisector Bond more accurately as focusing exclusively on Multisector Bond's fundamentals will not take into account other important factors: Multisector Bond Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Multisector Bond's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Multisector Bond Sma, and traders can use it to determine the average amount a Multisector Bond'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 = 0.0305
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MBSAX |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Multisector Bond is performing at about 2% 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 Multisector Bond by adding it to a well-diversified portfolio.
Multisector Bond Fundamentals Growth
Multisector Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Multisector Bond, and Multisector Bond 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 Multisector Mutual Fund performance.
| Total Asset | 23.13 M | ||||
About Multisector Bond Performance
To evaluate Multisector Bond Sma Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Multisector Bond generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Multisector Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Multisector Bond Sma market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Multisector's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Under normal circumstances, the fund has substantial exposure, at least 80 percent of its net assets, to fixed-incomedebt markets. It may invest in derivatives, such as forward contracts, futures, options, and swaps. The fund may purchase or sell securities on a when-issued, delayed delivery or forward commitment basis. It is non-diversified.Things to note about Multisector Bond Sma performance evaluation
Checking the ongoing alerts about Multisector Bond for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Multisector Bond Sma help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 41.91% of its assets in cash |
- Analyzing Multisector Bond'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 Multisector Bond's stock is overvalued or undervalued compared to its peers.
- Examining Multisector Bond'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 Multisector Bond's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Multisector Bond's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Multisector Bond's mutual fund. These opinions can provide insight into Multisector Bond's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Multisector Bond Sma. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Multisector Bond Sma information on this page should be used as a complementary analysis to other Multisector Bond's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.