MFS Value Manager Performance Evaluation

MV
MEIKX -- USA Fund  

USD 39.73  0.57  1.46%

The fund secures a Beta (Market Risk) of -0.1043, which conveys not very significant fluctuations relative to the market. Let's try to break down what MEIKX's beta means in this case. As returns on the market increase, returns on owning MFS Value are expected to decrease at a much lower rate. During the bear market, MFS Value is likely to outperform the market. Although it is extremely important to respect MFS Value Fund 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 Value Fund technical indicators, you can now evaluate if the expected return of 0.19% will be sustainable into the future.

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Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in MFS Value Fund are ranked lower than 6 (%) of all funds and portfolios of funds over the last 30 days. In spite of fairly weak basic indicators, MFS Value may actually be approaching a critical reversion point that can send shares even higher in August 2020.
Fifty Two Week Low28.79
Fifty Two Week High45.47
Annual Report Expense Ratio0.47%

MFS Value Relative Risk vs. Return Landscape

If you would invest  3,571  in MFS Value Fund on June 15, 2020 and sell it today you would earn a total of  402.00  from holding MFS Value Fund or generate 11.26% return on investment over 30 days. MFS Value Fund is currently producing 0.192% returns and takes up 2.1331% volatility of returns over 30 trading days. Put another way, 18% of traded equities are less volatile than the company and 97% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 30-days horizon, MFS Value is expected to generate 1.18 times less return on investment than the market. In addition to that, the company is 1.18 times more volatile than its market benchmark. It trades about 0.09 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.13 per unit of volatility.

MFS Value Current Valuation

Overvalued
Today
39.73
15th of July 2020
37.30
Real Value
43.70
Upside
MFS Value is very steady asset. MFS Value Fund secures a last-minute Real Value of $37.3 per share. The latest price of the fund is $39.73. At this time, the fund appears to be overvalued. We determine the value of MFS Value Fund from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued stocks and dropping overvalued stocks since, at some point future time, stock prices and their ongoing real values will merge together.
Hype
Prediction
LowEstimated ValueHigh
37.6039.7341.86
Details

MFS Value Market Risk Analysis

Sharpe Ratio = 0.09
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MFS Value Performance Indicators

Estimated Market Risk
 2.13
  actual daily
 
 18 %
of total potential
 
1818
Expected Return
 0.19
  actual daily
 
 3 %
of total potential
 
33
Risk-Adjusted Return
 0.09
  actual daily
 
 6 %
of total potential
 
66
Based on monthly moving average MFS Value 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 Value by adding it to a well-diversified portfolio.

About MFS Value Performance

To evaluate MFS Value Fund 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 Value 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 MEIKX's stock 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 Value Fund stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents MEIKX'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 fund normally invests the funds assets primarily in equity securities. MFS Value is traded on BATS Exchange in the United States.

MFS Value Alerts

Equity Alerts and Improvement Suggestions

On 25th of June 2020 MFS Value paid $ 0.194 per share dividend to its current shareholders
The fund maintains 98.13% of its assets in stocks
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Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and condition page