BRSHX Mutual Fund Manager Performance Evaluation

Mutual Funds USA . 
Fund . MFS BLENDED RESEARCH
BRSHX Fund  USD 12.33  0.46  3.88%   
The fund secures a Beta (Market Risk) of 0.0114, which conveys not very significant fluctuations relative to the market. Let's try to break down what BRSHX's beta means in this case. As returns on the market increase, MFS BLENDED returns are expected to increase less than the market. However, during the bear market, the loss on holding MFS BLENDED will be expected to be smaller as well. Although it is important to respect MFS BLENDED RESEARCH price patterns, it is better to be realistic regarding the information on the equity's 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 BLENDED RESEARCH technical indicators, you can now evaluate if the expected return of 0.034% will be sustainable into the future.
  

BRSHX Performance

1 of 100

Compared to the overall equity markets, risk-adjusted returns on investments in MFS BLENDED RESEARCH are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, MFS BLENDED is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Fifty Two Week Low11.87
Fifty Two Week High17.90

MFS BLENDED Relative Risk vs. Return Landscape

If you would invest  1,216  in MFS BLENDED RESEARCH on December 24, 2022 and sell it today you would earn a total of  17.00  from holding MFS BLENDED RESEARCH or generate 1.4% return on investment over 90 days. MFS BLENDED RESEARCH is currently producing 0.034% returns and takes up 1.5089% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than BRSHX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon MFS BLENDED is expected to generate 1.58 times more return on investment than the market. However, the company is 1.58 times more volatile than its market benchmark. It trades about 0.02 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.05 per unit of risk.

MFS BLENDED Current Valuation

Undervalued
Today 12.33
Please note that MFS BLENDED's price fluctuation is out of control at this time.
MFS BLENDED RESEARCH last-minute Real Value cannot be determined due to lack of data. The latest price of MFS BLENDED RESEARCH is $12.33. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of MFS BLENDED RESEARCH from inspecting 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 future time, mutual fund prices and their ongoing real values will merge together.
Our valuation method for MFS BLENDED RESEARCH is useful when determining the fair value of the BRSHX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of MFS BLENDED. Since MFS BLENDED is currently traded on the exchange, buyers and sellers on that exchange determine the market value of BRSHX Mutual Fund. However, MFS BLENDED'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.
0.00
Real Value
1.39
Upside
Estimating the potential upside or downside of MFS BLENDED RESEARCH helps investors to forecast how BRSHX 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 BLENDED more accurately as focusing exclusively on MFS BLENDED's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.0713.0814.09
Details
Hype
Prediction
LowEstimated ValueHigh
0.000.001.39
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.650.700.76
Details

MFS BLENDED Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for MFS BLENDED's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as MFS BLENDED RESEARCH, and traders can use it to determine the average amount a MFS BLENDED'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 = 0.0225

Best PortfolioBest Equity
Good Returns
Average Returns
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CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsBRSHX

Estimated Market Risk

 1.51
  actual daily
 13 
87% of assets are more volatile
1313

Expected Return

 0.03
  actual daily
 0 
Most of other assets have higher returns
00

Risk-Adjusted Return

 0.02
  actual daily
 1 
99% of assets perform better
11
Based on monthly moving average MFS BLENDED is performing at about 1% 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 BLENDED by adding it to a well-diversified portfolio.

MFS BLENDED Fundamentals Growth

BRSHX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of MFS BLENDED, and MFS BLENDED 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 BRSHX Mutual Fund performance.
Total Asset312.56 M

About MFS BLENDED Performance

To evaluate MFS BLENDED RESEARCH Mutual Fund as a possible investment, you need to clearly understand its upside potential,
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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