Mm Sp 500 Fund Manager Performance Evaluation
| MIEZX Fund | USD 18.59 0.31 1.70% |
The fund owns a Beta (Systematic Risk) of 0.0096, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mm Sp's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mm Sp 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 Mm Sp 500 are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Mm Sp is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.2400 |
MIEZX |
Mm Sp Relative Risk vs. Return Landscape
If you would invest 1,768 in Mm Sp 500 on June 23, 2024 and sell it today you would earn a total of 91.00 from holding Mm Sp 500 or generate 5.15% return on investment over 90 days. Mm Sp 500 is currently producing 0.0848% returns and takes up 1.0145% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than MIEZX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mm Sp Current Valuation
Undervalued
Today
Please note that Mm Sp's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Mm Sp 500 owns a latest Real Value of $19.82 per share. The recent price of the fund is $18.59. We determine the value of Mm Sp 500 from examining 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, in the future, mutual fund prices and their ongoing real values will come together.
Since Mm Sp is currently traded on the exchange, buyers and sellers on that exchange determine the market value of MIEZX Mutual Fund. However, Mm Sp'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 18.59 | Real 19.82 | Hype 18.59 | Naive 18.78 |
The intrinsic value of Mm Sp'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 Mm Sp'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 Mm Sp 500 helps investors to forecast how MIEZX 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 Mm Sp more accurately as focusing exclusively on Mm Sp's fundamentals will not take into account other important factors: Mm Sp Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mm Sp's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mm Sp 500, and traders can use it to determine the average amount a Mm Sp'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 = 0.0836
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | MIEZX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.01 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Mm Sp 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 Mm Sp by adding it to a well-diversified portfolio.
Mm Sp Fundamentals Growth
MIEZX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mm Sp, and Mm Sp 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 MIEZX Mutual Fund performance.
| Price To Earning | 2.20 X | ||||
| Price To Book | 2.68 X | ||||
| Price To Sales | 1.87 X | ||||
| Total Asset | 2.49 B | ||||
About Mm Sp Performance
Evaluating Mm Sp's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mm Sp has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Mm Sp has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in the equity securities of companies included within the SP 500 Index. It invests in the equity securities of companies included in the index in weightings that approximate the relative composition of the securities contained in the index, and in SP 500 Index futures contracts.Things to note about Mm Sp 500 performance evaluation
Checking the ongoing alerts about Mm Sp for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mm Sp 500 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Mm Sp's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mm Sp's mutual fund performance include:- Analyzing Mm Sp'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 Mm Sp's stock is overvalued or undervalued compared to its peers.
- Examining Mm Sp'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 Mm Sp's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mm Sp's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mm Sp's mutual fund. These opinions can provide insight into Mm Sp's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in MIEZX Mutual Fund
Mm Sp financial ratios help investors to determine whether MIEZX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in MIEZX with respect to the benefits of owning Mm Sp security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |