Marshfield Centrated Opportunity Fund Manager Performance Evaluation
| MRFOX Fund | USD 32.05 0.03 0.09% |
The fund secures a Beta (Market Risk) of 0.26, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Marshfield Centrated's returns are expected to increase less than the market. However, during the bear market, the loss of holding Marshfield Centrated is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Marshfield Centrated Opportunity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Marshfield Centrated is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.0100 |
Marshfield |
Marshfield Centrated Relative Risk vs. Return Landscape
If you would invest 3,300 in Marshfield Centrated Opportunity on September 28, 2024 and sell it today you would lose (95.00) from holding Marshfield Centrated Opportunity or give up 2.88% of portfolio value over 90 days. Marshfield Centrated Opportunity is currently producing negative expected returns and takes up 0.8492% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Marshfield, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Marshfield Centrated Current Valuation
Fairly Valued
Today
Please note that Marshfield Centrated's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Marshfield Centrated secures a last-minute Real Value of $32.29 per share. The latest price of the fund is $32.05. We determine the value of Marshfield Centrated 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 Marshfield Centrated is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Marshfield Mutual Fund. However, Marshfield Centrated'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 32.05 | Real 32.29 | Hype 32.05 |
The intrinsic value of Marshfield Centrated'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 Marshfield Centrated'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 Marshfield Centrated Opportunity helps investors to forecast how Marshfield 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 Marshfield Centrated more accurately as focusing exclusively on Marshfield Centrated's fundamentals will not take into account other important factors: Marshfield Centrated Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Marshfield Centrated's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Marshfield Centrated Opportunity, and traders can use it to determine the average amount a Marshfield Centrated'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 = -0.0512
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MRFOX |
Estimated Market Risk
| 0.85 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 | 0 Most of other assets perform better |
Based on monthly moving average Marshfield Centrated 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 Marshfield Centrated by adding Marshfield Centrated to a well-diversified portfolio.
Marshfield Centrated Fundamentals Growth
Marshfield Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Marshfield Centrated, and Marshfield Centrated 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 Marshfield Mutual Fund performance.
| Total Asset | 302.09 M | ||||
About Marshfield Centrated Performance
Evaluating Marshfield Centrated's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Marshfield Centrated 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 Marshfield Centrated 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 seeks to achieve its investment objective by investing principally in a portfolio of common stocks of companies traded on United States securities exchanges or over-the-counter markets that exhibit low valuations based on the Advisers analysis of the companies intrinsic value. The fund may invest in companies of any capitalization size, including large-cap, mid-cap and small-cap companies. The fund is non-diversified.Things to note about Marshfield Centrated performance evaluation
Checking the ongoing alerts about Marshfield Centrated for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Marshfield Centrated help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Marshfield Centrated generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: The Gabelli Convertible and Income Securities Fund Shares Down 1.1 percent - Time to Sell - MarketBeat | |
| The fund maintains about 27.22% of its assets in cash |
- Analyzing Marshfield Centrated'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 Marshfield Centrated's stock is overvalued or undervalued compared to its peers.
- Examining Marshfield Centrated'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 Marshfield Centrated's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Marshfield Centrated's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Marshfield Centrated's mutual fund. These opinions can provide insight into Marshfield Centrated's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Marshfield Mutual Fund
Marshfield Centrated financial ratios help investors to determine whether Marshfield 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 Marshfield with respect to the benefits of owning Marshfield Centrated security.
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |