Mfs Inflation-adjust Financial Statements From 2010 to 2024
| MIAIX Fund | USD 8.91 0.02 0.22% |
Check Mfs Inflation-adjust 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 Inflation-adjust Valuation or Volatility modules.
Mfs |
Mfs Inflation Adjusted Bond Mutual Fund Year To Date Return Analysis
Mfs Inflation-adjust's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Mfs Inflation-adjust Year To Date Return | 0.22 % |
Most of Mfs Inflation-adjust's fundamental indicators, such as Year To Date 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 Inflation Adjusted Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Mfs Inflation Adjusted Bond has a Year To Date Return of 0.2205%. This is much higher than that of the MFS family and significantly higher than that of the Inflation-Protected Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Mfs Inflation Adjusted Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Inflation-adjust's current stock value. Our valuation model uses many indicators to compare Mfs Inflation-adjust value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Inflation-adjust competition to find correlations between indicators driving Mfs Inflation-adjust's intrinsic value. More Info.Mfs Inflation Adjusted Bond is number one fund in annual yield among similar funds. It is number one fund in year to date return among similar funds creating about 61.25 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 Inflation-adjust by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mfs Inflation-adjust'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 Inflation-adjust's earnings, one of the primary drivers of an investment's value.About Mfs Inflation-adjust Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Mfs Inflation-adjust income statement, its balance sheet, and the statement of cash flows. Mfs Inflation-adjust investors use historical funamental indicators, such as Mfs Inflation-adjust's revenue or net income, to determine how well the company is positioned to perform in the future. Although Mfs Inflation-adjust investors may use each financial statement separately, they are all related. The changes in Mfs Inflation-adjust's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Mfs Inflation-adjust'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 Inflation-adjust Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Mfs Inflation-adjust. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of the funds net assets in inflation-adjusted debt instruments and other instruments with similar economic characteristics. MFS generally focuses the funds investments in inflation-adjusted debt instruments issued by the U.S. Treasury.
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out the analysis of Mfs Inflation-adjust Correlation against competitors. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.