MFS Blended Manager Performance Evaluation

BRLYX -- USA Fund  

USD 11.84  0.07  0.59%

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

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 High12.63
Annual Report Expense Ratio0.60%
Horizon     30 Days    Login   to change

MFS Blended Research Relative Risk vs. Return Landscape

If 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 (%) 
      Risk (%) 
Assuming 30 trading days horizon, MFS Blended is expected to generate 1.02 times more return on investment than the market. However, the company is 1.02 times more volatile than its market benchmark. It trades about 0.0 of its potential returns per unit of risk. The DOW is currently generating roughly -0.01 per unit of risk.

MFS Blended Current Valuation

Fairly Valued
October 23, 2019
Market Value
Real Value
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
Good Returns
Average Returns
Small Returns
Negative ReturnsBRLYX

MFS Blended Relative Performance Indicators

Estimated Market Risk
  actual daily
 9 %
of total potential
Expected Return
  actual daily
 0 %
of total potential
Risk-Adjusted Return
  actual daily
 0 %
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 Alerts

Equity Alerts and Improvement Suggestions

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The fund holds 98.85% of its assets under management (AUM) in equities
Check also Trending Equities. Please also try Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.