Mfs Total Return Fund Manager Performance Evaluation
The fund secures a Beta (Market Risk) of -0.01, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Mfs Total are expected to decrease at a much lower rate. During the bear market, Mfs Total is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Mfs Total Return has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward-looking indicators, Mfs Total is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.4500 |
Mfs |
Mfs Total Relative Risk vs. Return Landscape
If you would invest 935.00 in Mfs Total Return on January 25, 2024 and sell it today you would lose (13.00) from holding Mfs Total Return or give up 1.39% of portfolio value over 90 days. Mfs Total Return is currently producing negative expected returns and takes up 0.3682% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Mfs, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mfs Total Current Valuation
Undervalued
Today
Please note that Mfs Total's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Mfs Total Return last-minute Real Value cannot be determined due to lack of data. The latest price of Mfs Total Return is $9.22. We determine the value of Mfs Total Return from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Mfs Total Return is useful when determining the fair value of the Mfs mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Mfs Total. Since Mfs Total is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Total's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 9.22 | Real 0.0 | Hype 0.0 |
The real value of Mfs Mutual Fund, also known as its intrinsic value, is the underlying worth of Mfs Total Return Mutual Fund, which is reflected in its stock price. It is based on Mfs Total's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Mfs Total's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Mfs Total's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Mfs Total Return helps investors to forecast how Mfs mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Mfs Total more accurately as focusing exclusively on Mfs Total's fundamentals will not take into account other important factors: Mfs Total Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Total's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Total Return, and traders can use it to determine the average amount a Mfs Total's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0586
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MRBJX |
Estimated Market Risk
| 0.37 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Mfs Total is not performing at its full potential. However, 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 Total by adding Mfs Total to a well-diversified portfolio.
Mfs Total Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Total, and Mfs Total fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Mfs Mutual Fund performance.
| Total Asset | 7.3 B | |||
About Mfs Total Performance
To evaluate Mfs Total Return Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Mfs Total generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Mfs Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Mfs Total Return market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Mfs's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The investment seeks total return with an emphasis on current income but also considering capital appreciation. MFS Total is traded on NASDAQ Exchange in the United States.Things to note about Mfs Total Return performance evaluation
Checking the ongoing alerts about Mfs Total for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Total Return help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mfs Total Return generated a negative expected return over the last 90 days | |
| The fund generated three year return of -3.0% | |
| Mfs Total Return maintains about 12.21% of its assets in bonds |
- Analyzing Mfs Total's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Mfs Total's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Total's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Mfs Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Total's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Total's mutual fund. These opinions can provide insight into Mfs Total's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Mfs Total Return. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in inflation. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.