Mfs Lifetime 2040 Fund Manager Performance Evaluation
| MLFKX Fund | USD 19.58 0.10 0.51% |
The fund secures a Beta (Market Risk) of 0.82, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mfs Lifetime's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Lifetime is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Mfs Lifetime 2040 are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward-looking signals, Mfs Lifetime is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.4300 |
Mfs |
Mfs Lifetime Relative Risk vs. Return Landscape
If you would invest 1,916 in Mfs Lifetime 2040 on March 11, 2024 and sell it today you would earn a total of 42.00 from holding Mfs Lifetime 2040 or generate 2.19% return on investment over 90 days. Mfs Lifetime 2040 is currently producing 0.0353% returns and takes up 0.5432% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Mfs, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mfs Lifetime Current Valuation
Fairly Valued
Today
Please note that Mfs Lifetime's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mfs Lifetime 2040 secures a last-minute Real Value of $19.5 per share. The latest price of the fund is $19.58. We determine the value of Mfs Lifetime 2040 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.
Since Mfs Lifetime is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Lifetime'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 19.58 | Real 19.5 | Hype 19.58 | Naive 19.53 |
The intrinsic value of Mfs Lifetime'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 Mfs Lifetime'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 Mfs Lifetime 2040 helps investors to forecast how Mfs 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 Lifetime more accurately as focusing exclusively on Mfs Lifetime's fundamentals will not take into account other important factors: Mfs Lifetime Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Lifetime's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Lifetime 2040, and traders can use it to determine the average amount a Mfs Lifetime'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 = 0.0651
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MLFKX |
Estimated Market Risk
| 0.54 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Mfs Lifetime is performing at about 5% 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 Lifetime by adding it to a well-diversified portfolio.
Mfs Lifetime Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Lifetime, and Mfs Lifetime 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 Mfs Mutual Fund performance.
| Total Asset | 506.79 M | |||
About Mfs Lifetime Performance
To evaluate Mfs Lifetime 2040 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 Lifetime 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 Mfs 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 Mfs Lifetime 2040 market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Mfs'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 is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2040. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.Things to note about Mfs Lifetime 2040 performance evaluation
Checking the ongoing alerts about Mfs Lifetime for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Lifetime 2040 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 5.19% of its assets in bonds |
- Analyzing Mfs Lifetime'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 Mfs Lifetime's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Lifetime'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 Mfs Lifetime's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Lifetime's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Lifetime's mutual fund. These opinions can provide insight into Mfs Lifetime's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Lifetime financial ratios help investors to determine whether Mfs 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 Mfs with respect to the benefits of owning Mfs Lifetime security.
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