Mainstay Fiera Smid Fund Manager Performance Evaluation
| APSDX Fund | 17.91 0.22 1.21% |
The fund secures a Beta (Market Risk) of 1.23, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Mainstay Fiera will likely underperform.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Mainstay Fiera Smid are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Mainstay Fiera is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreMainstay |
Mainstay Fiera Relative Risk vs. Return Landscape
If you would invest 1,691 in Mainstay Fiera Smid on September 17, 2024 and sell it today you would earn a total of 100.00 from holding Mainstay Fiera Smid or generate 5.91% return on investment over 90 days. Mainstay Fiera Smid is currently producing 0.0958% returns and takes up 1.1066% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Mainstay, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mainstay Fiera Current Valuation
Fairly Valued
Today
Please note that Mainstay Fiera's price fluctuation is very steady at this time. Mainstay Fiera Smid secures a last-minute Real Value of USD17.94 per share. The latest price of the fund is USD17.91. Our model forecasts the value of Mainstay Fiera Smid from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Mainstay Fiera is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mainstay Mutual Fund. However, Mainstay Fiera'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 17.91 | Real 17.94 | Hype 17.91 |
The intrinsic value of Mainstay Fiera'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 Mainstay Fiera'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 Mainstay Fiera Smid helps investors to forecast how Mainstay 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 Mainstay Fiera more accurately as focusing exclusively on Mainstay Fiera's fundamentals will not take into account other important factors: Mainstay Fiera Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mainstay Fiera's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mainstay Fiera Smid, and traders can use it to determine the average amount a Mainstay Fiera'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 = 0.0866
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| Cash | APSDX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.11 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Mainstay Fiera 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 Mainstay Fiera by adding it to a well-diversified portfolio.
About Mainstay Fiera Performance
Evaluating Mainstay Fiera's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mainstay Fiera 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 Mainstay Fiera 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 Subadvisor seeks to achieve the funds investment objective by investing in a diversified portfolio of common stocks of companies believed to be small- and mid-cap growth-oriented companies that are selected for their long-term capital appreciation potential and which the Subadvisor expects to grow faster than the U.S. economy.Things to note about Mainstay Fiera Smid performance evaluation
Checking the ongoing alerts about Mainstay Fiera for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mainstay Fiera Smid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Mainstay Fiera'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 Mainstay Fiera's stock is overvalued or undervalued compared to its peers.
- Examining Mainstay Fiera'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 Mainstay Fiera's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mainstay Fiera's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mainstay Fiera's mutual fund. These opinions can provide insight into Mainstay Fiera's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mainstay Mutual Fund
Mainstay Fiera financial ratios help investors to determine whether Mainstay 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 Mainstay with respect to the benefits of owning Mainstay Fiera security.
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