The fund secures Beta (Market Risk) of 0.1454 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 0.0021% will be sustainable into the future.
Risk-Adjusted Fund Performance
Risk-Adjusted Fund PerformanceOver 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 Low||9.76|
|Fifty Two Week High||12.63|
|Annual Report Expense Ratio||0.60%|
|Horizon||30 Days Login to change|
MFS Blended Research Relative Risk vs. Return LandscapeIf you would invest 1,186 in MFS Blended Research Global Equ on September 23, 2019 and sell it today you would lose (2.00) from holding MFS Blended Research Global Equ or give up 0.17% of portfolio value over 30 days. MFS Blended Research Global Equ is currently producing 0.0021% returns and takes up 1.0052% volatility of returns over 30 trading days. Put another way, 9% 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 (%)
MFS Blended Current Valuation
October 23, 2019
MFS Blended is somewhat reliable asset. MFS Blended Research secures last-minute Real Value of $11.76 per share. The latest price of the fund is $11.84. 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 = 0.0021
MFS Blended Relative Performance Indicators
Estimated Market Risk