MFS Blended Manager Performance Evaluation

BRKCX -- USA Fund  

USD 13.26  0.10  0.76%

The fund secures Beta (Market Risk) of -0.4406 which conveys that as returns on market increase, returns on owning MFS Blended are expected to decrease at a much smaller rate. During bear market, MFS Blended is likely to outperform the market.. Even though it is essential to pay attention to MFS Blended Research price patterns, it is always good to be careful when utilizing equity historical price patterns. Macroaxis approach into estimating future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. MFS Blended exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

MFS Blended Research Relative Risk vs. Return Landscape

If you would invest  1,351  in MFS Blended Research Em Mkts Eq C on August 22, 2018 and sell it today you would lose (25.00)  from holding MFS Blended Research Em Mkts Eq C or give up 1.85% of portfolio value over 30 days. MFS Blended Research Em Mkts Eq C is currently producing negative expected returns and takes up 0.9283% volatility of returns over 30 trading days. Put another way, 8% of traded equities are less volatile than the company and 99% 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 Em Mkts Eq C is expected to under-perform the market. In addition to that, the company is 2.21 times more volatile than its market benchmark. It trades about -0.09 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.38 per unit of volatility.

MFS Blended Current Valuation

Fairly Valued
September 21, 2018
13.26
Market Value
13.26
Real Value
Target Odds
  
16.05
Upside
MFS Blended is not too volatile asset. MFS Blended Research secures last-minute Real Value of $13.26 per share. The latest price of the fund is $13.26. At this time the organization appears to be fairly valued. 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 = -0.0913
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MFS Blended Relative Performance Indicators

Estimated Market Risk
 0.93
  actual daily
 
 92 %
of total potential
  
Expected Return
 -0.08
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.09
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average MFS Blended is performing at about 0% 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

0 

Risk-Adjusted Fund Performance

Over the last 30 days MFS Blended Research Em Mkts Eq C has generated negative risk-adjusted returns adding no value to fund investors.

MFS Blended Alerts

Equity Alerts and Improvement Suggestions

MFS Blended Research generates negative expected return over the last 30 days
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The fund holds 97.64% of its assets under management (AUM) in equities

MFS Blended Performance Indicators

MFS Blended Research Basic Price Performance Measures

Fifty Two Week Low12.86
Fifty Two Week High16.16
Annual Report Expense Ratio1.99%
Check also Trending Equities. Please also try Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
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