MFS Emerging Manager Performance Evaluation

EMLMX -- USA Fund  

USD 6.92  0.02  0.29%

The fund secures Beta (Market Risk) of 0.1356 which conveys that as returns on market increase, MFS Emerging returns are expected to increase less than the market. However during bear market, the loss on holding MFS Emerging will be expected to be smaller as well. Even though it is essential to pay attention to MFS Emerging Markets 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 Emerging 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 Emerging Markets Debt Local has generated negative risk-adjusted returns adding no value to fund investors. Inspite fairly strong basic indicators, MFS Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low6.23
Fifty Two Week High7.07
Annual Report Expense Ratio0.86%
Horizon     30 Days    Login   to change

MFS Emerging Markets Relative Risk vs. Return Landscape

If you would invest  700.00  in MFS Emerging Markets Debt Local on September 17, 2019 and sell it today you would lose (8.00)  from holding MFS Emerging Markets Debt Local or give up 1.14% of portfolio value over 30 days. MFS Emerging Markets Debt Local is currently producing negative expected returns and takes up 0.3868% volatility of returns over 30 trading days. Put another way, 3% 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 Emerging is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 2.55 times less risky than the market. the firm trades about -0.04 of its potential returns per unit of risk. The DOW is currently generating roughly 0.0 of returns per unit of risk over similar time horizon.

MFS Emerging Current Valuation

Fairly Valued
October 17, 2019
6.92
Market Value
6.91
Real Value
8.08
Upside
MFS Emerging is not too volatile asset. MFS Emerging Markets secures last-minute Real Value of $6.91 per share. The latest price of the fund is $6.92. At this time the organization appears to be fairly valued. We determine the value of MFS Emerging Markets 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 Emerging Market Risk Analysis

Sharpe Ratio = -0.0445
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MFS Emerging Relative Performance Indicators

Estimated Market Risk
 0.39
  actual daily
 
 3 %
of total potential
 
33
Expected Return
 -0.02
  actual daily
 
 0 %
of total potential
 
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Risk-Adjusted Return
 -0.04
  actual daily
 
 0 %
of total potential
 
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Based on monthly moving average MFS Emerging 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 Emerging by adding it to a well-diversified portfolio.

MFS Emerging Alerts

Equity Alerts and Improvement Suggestions

MFS Emerging Markets generates negative expected return over the last 30 days
The fund generated five year return of -1.0%
MFS Emerging Markets retains about 40.36% of its assets under management (AUM) in cash
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