Mm Sp 500 Fund Manager Performance Evaluation
| MMIZX Fund | USD 14.91 4.68 23.89% |
The fund owns a Beta (Systematic Risk) of 0.94, which conveys possible diversification benefits within a given portfolio. Mm Sp returns are very sensitive to returns on the market. As the market goes up or down, Mm Sp is expected to follow.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Mm Sp 500 has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio | 0.1400 |
MMIZX |
Mm Sp Relative Risk vs. Return Landscape
If you would invest 1,819 in Mm Sp 500 on September 15, 2024 and sell it today you would lose (328.00) from holding Mm Sp 500 or give up 18.03% of portfolio value over 90 days. Mm Sp 500 is currently producing negative expected returns and takes up 3.0501% volatility of returns over 90 trading days. Put another way, 27% of traded mutual funds are less volatile than MMIZX, 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 not too volatile at this time. At this time, the fund appears to be undervalued. Mm Sp 500 owns a latest Real Value of $15.51 per share. The recent price of the fund is $14.91. 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 MMIZX 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 14.91 | Real 15.51 | Hype 14.91 | Naive 14.76 |
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 MMIZX 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 = -0.0824
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MMIZX |
Estimated Market Risk
| 3.05 actual daily | 27 73% of assets are more volatile |
Expected Return
| -0.25 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Mm Sp is not performing at its full potential. However, 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 Mm Sp to a well-diversified portfolio.
Mm Sp Fundamentals Growth
MMIZX 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 MMIZX Mutual Fund performance.
| Price To Earning | 2.24 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.| Mm Sp 500 generated a negative expected return over the last 90 days | |
| Mm Sp 500 has high historical volatility and very poor performance | |
| The fund maintains 99.09% of its assets in stocks |
- 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 MMIZX Mutual Fund
Mm Sp financial ratios help investors to determine whether MMIZX 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 MMIZX with respect to the benefits of owning Mm Sp security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |