Mfs Value Financial Statements From 2010 to 2024
Mfs Value financial statements provide useful quarterly and yearly information to potential Mfs Value Fund investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Mfs Value financial statements helps investors assess Mfs Value's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Mfs Value's valuation are summarized below:Mfs Value Fund does not presently have any fundamental ratios for analysis.
This module can also supplement various Mfs Value Technical models . Check out Investing Opportunities to better understand how to build diversified portfolios. 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 economic analysis.
Check Mfs Value financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Mfs main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Mfs financial statements analysis is a perfect complement when working with Mfs Value Valuation or Volatility modules.
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Mfs Value Fund Mutual Fund One Year Return Analysis
Mfs Value's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Mfs Value One Year Return | 1.90 % |
Most of Mfs Value's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Mfs Value Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionBased on the recorded statements, Mfs Value Fund has an One Year Return of 1.9%. This is much higher than that of the MFS family and significantly higher than that of the Large Value category. The one year return for all United States funds is notably lower than that of the firm.
Mfs Value Fund Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Value's current stock value. Our valuation model uses many indicators to compare Mfs Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mfs Value competition to find correlations between indicators driving Mfs Value's intrinsic value. More Info.Mfs Value Fund is one of the top funds in price to earning among similar funds. It is one of the top funds in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Mfs Value Fund is roughly 7.32 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Mfs Value by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mfs Value's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Mfs Value's earnings, one of the primary drivers of an investment's value.Pair Trading with Mfs Value
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Mfs Value position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Mfs Value will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Tyson Foods could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Tyson Foods when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Tyson Foods - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Tyson Foods to buy it.
The correlation of Tyson Foods is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Tyson Foods moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Tyson Foods moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Tyson Foods can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios. 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 economic analysis. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
Other Consideration for investing in Mfs Mutual Fund
If you are still planning to invest in Mfs Value Fund check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Mfs Value's history and understand the potential risks before investing.
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