MFS Blended Manager Performance Evaluation

BRKCX -- USA Fund  

USD 12.57  0.00  0.00%

The fund secures Beta (Market Risk) of 0.1512 which conveys that as returns on market increase, MFS Blended returns are expected to increase less than the market. However during bear market, the loss on holding MFS Blended will be expected to be smaller as well. . Although it is extremely important to respect MFS Blended Research price patterns, it is better to be realistic regarding the information on equity historical price patterns. The approach into estimating future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By inspecting MFS Blended Research technical indicators you can now evaluate if the expected return of 0.1086% will be sustainable into the future.
Horizon     30 Days    Login   to change

MFS Blended Research Relative Risk vs. Return Landscape

If you would invest  1,242  in MFS Blended Research Em Mkts Eq C on December 17, 2018 and sell it today you would earn a total of  15.00  from holding MFS Blended Research Em Mkts Eq C or generate 1.21% return on investment over 30 days. MFS Blended Research Em Mkts Eq C is currently producing 0.1086% returns and takes up 1.365% volatility of returns over 30 trading days. Put another way, 12% of traded equities are less volatile than the company and 98% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, MFS Blended Research is expected to generate 0.67 times more return on investment than the market. However, the company is 1.49 times less risky than the market. It trades about 0.08 of its potential returns per unit of risk. The DOW is currently generating roughly -0.04 per unit of risk.

MFS Blended Current Valuation

Not valued
January 16, 2019
12.57
Market Value
0.00
Real Value
Target Odds
Odds Odds
0.00
Upside
MFS Blended is Unknown risk asset. MFS Blended Research last-minute Real Value cannot be determined due to lack of data. The latest price of MFS Blended Research is $12.57. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of MFS Blended Research from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point future time entities prices and their ongoing real values will merge together.

MFS Blended Market Risk Analysis

Sharpe Ratio = 0.0796
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
BRKCXHigh
Risk
Huge
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Negative Returns

MFS Blended Relative Performance Indicators

Estimated Market Risk
 1.37
  actual daily
 
 12 %
of total potential
 
12
Expected Return
 0.11
  actual daily
 
 2 %
of total potential
 
2
Risk-Adjusted Return
 0.08
  actual daily
 
 5 %
of total potential
 
5
Based on monthly moving average MFS Blended is performing at about 5% 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 MFS Blended by adding it to a well-diversified portfolio.

MFS Blended Performance Rating

MFS Blended Research Em Mkts Eq C Risk Adjusted Performance Analysis

5

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in MFS Blended Research Em Mkts Eq C are ranked lower than 5 (%) of all funds and portfolios of funds over the last 30 days.

MFS Blended Alerts

Equity Alerts and Improvement Suggestions

MFS Blended Research is not yet fully synchronised with the market data
The fund holds 98.38% of its assets under management (AUM) in equities

MFS Blended Performance Indicators

MFS Blended Research Basic Price Performance Measures

Fifty Two Week Low11.81
Fifty Two Week High16.16
Annual Report Expense Ratio1.99%
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