MFS Blended Manager Performance Evaluation

BRLSX -- USA Fund  

USD 11.71  0.02  0.17%

The fund secures Beta (Market Risk) of 0.0957 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. 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.
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Risk-Adjusted Fund Performance

Over the last 30 days MFS Blended Research Global Equ has generated negative risk-adjusted returns adding no value to fund investors. Inspite fairly strong basic indicators, MFS Blended is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low9.76
Fifty Two Week High12.55
Annual Report Expense Ratio1.14%
Horizon     30 Days    Login   to change

MFS Blended Research Relative Risk vs. Return Landscape

If you would invest  1,188  in MFS Blended Research Global Equ on September 21, 2019 and sell it today you would lose (17.00)  from holding MFS Blended Research Global Equ or give up 1.43% of portfolio value over 30 days. MFS Blended Research Global Equ is currently producing negative expected returns and takes up 0.9604% 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 is expected to generate 0.97 times more return on investment than the market. However, the company is 1.03 times less risky than the market. It trades about -0.02 of its potential returns per unit of risk. The DOW is currently generating roughly -0.03 per unit of risk.

MFS Blended Current Valuation

Fairly Valued
October 21, 2019
11.71
Market Value
11.65
Real Value
14.53
Upside
MFS Blended is not too volatile asset. MFS Blended Research secures last-minute Real Value of $11.65 per share. The latest price of the fund is $11.71. 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 = -0.0187
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MFS Blended Relative Performance Indicators

Estimated Market Risk
 0.96
  actual daily
 
 8 %
of total potential
 
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Expected Return
 -0.02
  actual daily
 
 0 %
of total potential
 
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Risk-Adjusted Return
 -0.02
  actual daily
 
 0 %
of total potential
 
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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 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 98.85% of its assets under management (AUM) in equities
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