Martin Currie Emerging Fund Manager Performance Evaluation
| MCECX Fund | USD 11.69 0.11 0.95% |
The fund secures a Beta (Market Risk) of 0.8, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Martin Currie's returns are expected to increase less than the market. However, during the bear market, the loss of holding Martin Currie is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Martin Currie Emerging are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Martin Currie is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.8900 |
Martin |
Martin Currie Relative Risk vs. Return Landscape
If you would invest 1,143 in Martin Currie Emerging on January 25, 2024 and sell it today you would earn a total of 26.00 from holding Martin Currie Emerging or generate 2.27% return on investment over 90 days. Martin Currie Emerging is currently producing 0.0402% returns and takes up 0.8858% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Martin, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Martin Currie Current Valuation
Fairly Valued
Today
Please note that Martin Currie's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Martin Currie Emerging secures a last-minute Real Value of $11.7 per share. The latest price of the fund is $11.69. We determine the value of Martin Currie Emerging 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 Martin Currie Emerging is useful when determining the fair value of the Martin mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Martin Currie. Since Martin Currie is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Martin Mutual Fund. However, Martin Currie'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 11.69 | Real 11.7 | Hype 11.69 |
The real value of Martin Mutual Fund, also known as its intrinsic value, is the underlying worth of Martin Currie Emerging Mutual Fund, which is reflected in its stock price. It is based on Martin Currie's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Martin Currie'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 Martin Currie'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 Martin Currie Emerging helps investors to forecast how Martin 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 Martin Currie more accurately as focusing exclusively on Martin Currie's fundamentals will not take into account other important factors: Martin Currie Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Martin Currie's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Martin Currie Emerging, and traders can use it to determine the average amount a Martin Currie'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 = 0.0454
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| Negative Returns | MCECX |
Estimated Market Risk
| 0.89 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Martin Currie is performing at about 3% 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 Martin Currie by adding it to a well-diversified portfolio.
Martin Currie Fundamentals Growth
Martin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Martin Currie, and Martin Currie 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 Martin Mutual Fund performance.
| Total Asset | 603.84 M | ||||
About Martin Currie Performance
To evaluate Martin Currie Emerging 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 Martin Currie 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 Martin 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 Martin Currie Emerging market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Martin'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.Under normal market conditions, the fund pursues its objective by investing at least 80 percent of its net assets plus borrowings for investment purposes, if any, in securities of issuers with substantial economic ties to one or more emerging market countries and other investments with similar economic characteristics. It is non-diversified.Things to note about Martin Currie Emerging performance evaluation
Checking the ongoing alerts about Martin Currie for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Martin Currie Emerging help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Martin Currie Emerging generated five year return of -1.0% | |
| This fund maintains 99.73% of its assets in stocks |
- Analyzing Martin Currie'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 Martin Currie's stock is overvalued or undervalued compared to its peers.
- Examining Martin Currie'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 Martin Currie's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Martin Currie's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Martin Currie's mutual fund. These opinions can provide insight into Martin Currie'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 Martin Currie Emerging. 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 main economic indicators. Note that the Martin Currie Emerging information on this page should be used as a complementary analysis to other Martin Currie'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 Bonds Directory module to find actively traded corporate debentures issued by US companies.