Mfs Utilities Fund Manager Performance Evaluation
| MURRX Fund | USD 24.81 0.03 0.12% |
The fund secures a Beta (Market Risk) of 0.13, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mfs Utilities' returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Utilities is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Mfs Utilities Fund are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Mfs Utilities may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more1 | Murex Integrates Kaikos Digital Asset Data Into MX.3 Platform - FinanceFeeds | 10/09/2024 |
| Expense Ratio | 1.2700 |
Mfs |
Mfs Utilities Relative Risk vs. Return Landscape
If you would invest 2,332 in Mfs Utilities Fund on September 3, 2024 and sell it today you would earn a total of 149.00 from holding Mfs Utilities Fund or generate 6.39% return on investment over 90 days. Mfs Utilities Fund is currently producing 0.1006% returns and takes up 0.8718% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Mfs, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mfs Utilities Current Valuation
Overvalued
Today
Please note that Mfs Utilities' price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Mfs Utilities secures a last-minute Real Value of $22.94 per share. The latest price of the fund is $24.81. We determine the value of Mfs Utilities 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 Utilities is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Utilities' 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 24.81 | Real 22.94 | Hype 24.81 | Naive 25.41 |
The intrinsic value of Mfs Utilities' 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 Utilities' 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 Utilities Fund 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 Utilities more accurately as focusing exclusively on Mfs Utilities' fundamentals will not take into account other important factors: Mfs Utilities Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Utilities' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Utilities Fund, and traders can use it to determine the average amount a Mfs Utilities' 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 = 0.1154
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| Cash | MURRX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Mfs Utilities is performing at about 9% 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 Utilities by adding it to a well-diversified portfolio.
Mfs Utilities Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Utilities, and Mfs Utilities 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.
| Price To Earning | 17.68 X | |||
| Price To Book | 1.45 X | |||
| Price To Sales | 1.01 X | |||
| Total Asset | 3.34 B | |||
About Mfs Utilities Performance
Evaluating Mfs Utilities' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Utilities 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 Mfs Utilities 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 normally invests at least 80 percent of its net assets in securities of issuers in the utilities industry. Issuers in the utilities industry include issuers engaged in the manufacture, production, generation, transmission, sale or distribution of electric, gas or other types of energy, water or other sanitary services and issuers engaged in telecommunications, including telephone, cellular telephone, satellite, microwave, cable television, and other communications media .Things to note about Mfs Utilities performance evaluation
Checking the ongoing alerts about Mfs Utilities for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Utilities help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Mfs Utilities' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mfs Utilities' mutual fund performance include:- Analyzing Mfs Utilities' 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 Utilities' stock is overvalued or undervalued compared to its peers.
- Examining Mfs Utilities' 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 Utilities' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Utilities' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Utilities' mutual fund. These opinions can provide insight into Mfs Utilities' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Utilities 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 Utilities security.
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