Matthews Emerging Markets Fund Manager Performance Evaluation
| MIEFX Fund | USD 13.42 0.03 0.22% |
The fund secures a Beta (Market Risk) of -0.14, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Matthews Emerging are expected to decrease at a much lower rate. During the bear market, Matthews Emerging is likely to outperform the market.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Matthews Emerging Markets are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Matthews Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreMatthews |
Matthews Emerging Relative Risk vs. Return Landscape
If you would invest 1,301 in Matthews Emerging Markets on August 16, 2024 and sell it today you would earn a total of 41.00 from holding Matthews Emerging Markets or generate 3.15% return on investment over 90 days. Matthews Emerging Markets is currently producing 0.0556% returns and takes up 1.201% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Matthews, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Matthews Emerging Current Valuation
Fairly Valued
Today
Please note that Matthews Emerging's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Matthews Emerging Markets secures a last-minute Real Value of $13.51 per share. The latest price of the fund is $13.42. We determine the value of Matthews Emerging Markets 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.
Since Matthews Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Matthews Mutual Fund. However, Matthews Emerging'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 13.42 | Real 13.51 | Hype 13.45 | Naive 13.76 |
The intrinsic value of Matthews Emerging'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 Matthews Emerging'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 Matthews Emerging Markets helps investors to forecast how Matthews 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 Matthews Emerging more accurately as focusing exclusively on Matthews Emerging's fundamentals will not take into account other important factors: Matthews Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Matthews Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Matthews Emerging Markets, and traders can use it to determine the average amount a Matthews Emerging'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 = 0.0463
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | MIEFX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.2 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Matthews Emerging is performing at about 3% 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 Matthews Emerging by adding it to a well-diversified portfolio.
Matthews Emerging Fundamentals Growth
Matthews Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Matthews Emerging, and Matthews Emerging 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 Matthews Mutual Fund performance.
| Total Asset | 38.97 M | ||||
About Matthews Emerging Performance
Evaluating Matthews Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Matthews Emerging 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 Matthews Emerging 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.
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80 percent of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of companies located in emerging market countries. It has concentrated its investments from time to time in a single country, including China.Things to note about Matthews Emerging Markets performance evaluation
Checking the ongoing alerts about Matthews Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Matthews Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Matthews Emerging's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Matthews Emerging's mutual fund performance include:- Analyzing Matthews Emerging'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 Matthews Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Matthews Emerging'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 Matthews Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Matthews Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Matthews Emerging's mutual fund. These opinions can provide insight into Matthews Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Matthews Mutual Fund
Matthews Emerging financial ratios help investors to determine whether Matthews 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 Matthews with respect to the benefits of owning Matthews Emerging security.
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world |