MFS Series Manager Performance Evaluation

MEIAX -- USA Fund  

USD 43.93  0.08  0.18%

The fund secures Beta (Market Risk) of 0.8806 which conveys that MFS Series returns are very sensitive to returns on the market. as market goes up or down, MFS Series is expected to follow. Although it is extremely important to respect MFS Series Trust 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 Series Trust technical indicators you can now evaluate if the expected return of 0.0482% will be sustainable into the future.
44

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in MFS Series Trust I MFS Value are ranked lower than 4 (%) of all funds and portfolios of funds over the last 30 days. Inspite fairly strong basic indicators, MFS Series is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low33.48
Fifty Two Week High44.18
Annual Report Expense Ratio0.83%
Horizon     30 Days    Login   to change

MFS Series Trust Relative Risk vs. Return Landscape

If you would invest  4,265  in MFS Series Trust I MFS Value on November 11, 2019 and sell it today you would earn a total of  128.00  from holding MFS Series Trust I MFS Value or generate 3.0% return on investment over 30 days. MFS Series Trust I MFS Value is currently producing 0.0482% returns and takes up 0.7388% volatility of returns over 30 trading days. Put another way, 6% 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 Series is expected to generate 1.22 times more return on investment than the market. However, the company is 1.22 times more volatile than its market benchmark. It trades about 0.07 of its potential returns per unit of risk. The DOW is currently generating roughly 0.07 per unit of risk.

MFS Series Current Valuation

Undervalued
Today
43.93
December 11, 2019
48.10
Real Value
50.32
Upside
MFS Series is very steady asset. MFS Series Trust secures last-minute Real Value of $48.1 per share. The latest price of the fund is $43.93. At this time the organization appears to be undervalued. We determine the value of MFS Series Trust 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 Series Market Risk Analysis

Sharpe Ratio = 0.0652
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MFS Series Relative Performance Indicators

Estimated Market Risk
 0.74
  actual daily
 
 6 %
of total potential
 
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Expected Return
 0.05
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.07
  actual daily
 
 4 %
of total potential
 
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Based on monthly moving average MFS Series is performing at about 4% 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 Series by adding it to a well-diversified portfolio.

MFS Series Alerts

Equity Alerts and Improvement Suggestions

Latest headline from www.kiplinger.com: The 10 Best Energy Stocks to Buy for 2020 - Kiplingers Personal Finance
The fund generated five year return of -1.0%
MFS Series Trust maintains 99.06% of its assets in stocks
Please see also Stocks Correlation. Please also try Fundamentals Matrix module to view fundamentals matrix and analyze how accounts are interrelated and interconnected with each other.
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