Mfs Lifetime 2035 Fund Manager Performance Evaluation
| LFEBX Fund | USD 15.60 0.76 1.15% |
The fund secures a Beta (Market Risk) of 0.0552, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mfs Lifetime's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Lifetime is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Mfs Lifetime 2035 are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental drivers, Mfs Lifetime is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 26th of August 2022 | |
| Expense Ratio | 1.5500 |
Mfs |
Mfs Lifetime Relative Risk vs. Return Landscape
If you would invest 1,648 in Mfs Lifetime 2035 on January 19, 2024 and sell it today you would earn a total of 36.00 from holding Mfs Lifetime 2035 or generate 2.18% return on investment over 90 days. Mfs Lifetime 2035 is currently producing 0.0353% returns and takes up 0.4558% volatility of returns over 90 trading days. Put another way, 4% 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 Lifetime Current Valuation
Fairly Valued
Today
Please note that Mfs Lifetime's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mfs Lifetime 2035 secures a last-minute Real Value of $16.88 per share. The latest price of the fund is $16.84. We determine the value of Mfs Lifetime 2035 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 Lifetime 2035 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 Lifetime. Since Mfs Lifetime is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Lifetime'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 16.84 | Real 16.88 | Hype 16.84 | Naive 16.66 |
The real value of Mfs Mutual Fund, also known as its intrinsic value, is the underlying worth of Mfs Lifetime 2035 Mutual Fund, which is reflected in its stock price. It is based on Mfs Lifetime's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Mfs Lifetime'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 Lifetime'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 Lifetime 2035 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 Lifetime more accurately as focusing exclusively on Mfs Lifetime's fundamentals will not take into account other important factors: Mfs Lifetime Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Lifetime's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Lifetime 2035, and traders can use it to determine the average amount a Mfs Lifetime'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 = 0.0775
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LFEBX |
Estimated Market Risk
| 0.46 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Mfs Lifetime is performing at about 6% 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 Lifetime by adding it to a well-diversified portfolio.
Mfs Lifetime Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Lifetime, and Mfs Lifetime 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.
| Price To Earning | 18.03 X | |||
| Price To Book | 2.09 X | |||
| Price To Sales | 1.49 X | |||
| Total Asset | 990 K | |||
About Mfs Lifetime Performance
To evaluate Mfs Lifetime 2035 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 Lifetime 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 Lifetime 2035 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 a high level of total return consistent with its asset allocation until the approximate retirement year in 2035 thereafter, the fund will seek total return through a combination of current income and capital appreciation. MFS Lifetime is traded on NASDAQ Exchange in the United States.Things to note about Mfs Lifetime 2035 performance evaluation
Checking the ongoing alerts about Mfs Lifetime for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Lifetime 2035 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 7.41% of its assets in bonds |
- Analyzing Mfs Lifetime'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 Lifetime's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Lifetime'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 Lifetime's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Lifetime's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Lifetime's mutual fund. These opinions can provide insight into Mfs Lifetime'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 Lifetime 2035. 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 bureau of labor statistics. Note that the Mfs Lifetime 2035 information on this page should be used as a complementary analysis to other Mfs Lifetime's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.