Mfs Investment Grade Stock Performance
| CXH Stock | USD 8.24 0.03 0.37% |
MFS Investment has a performance score of 7 on a scale of 0 to 100. The company secures a Beta (Market Risk) of -0.15, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning MFS Investment are expected to decrease at a much lower rate. During the bear market, MFS Investment is likely to outperform the market. MFS Investment Grade currently secures a risk of 0.46%. Please verify MFS Investment Grade semi variance, and the relationship between the maximum drawdown and accumulation distribution , to decide if MFS Investment Grade will be following its current price movements.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in MFS Investment Grade are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong basic indicators, MFS Investment is not utilizing all of its potentials. The latest stock price confusion, may contribute to short-horizon losses for the traders. ...more
Actual Historical Performance (%)
One Day Return 0.37 | Five Day Return 1.35 | Year To Date Return 9.28 | Ten Year Return (11.30) | All Time Return (31.33) |
Forward Dividend Yield 0.0368 | Payout Ratio 1.0769 | Forward Dividend Rate 0.3 | Dividend Date 2019-02-28 | Ex Dividend Date 2024-11-12 |
1 | Disposition of 372 shares by Jpmorgan Chase Bank, N.a. of MFS Investment subject to Rule 16b-3 | 09/05/2024 |
2 | Discretionary transaction by Saba Capital Management, L.p. of tradable shares of MFS Investment subject to Rule 16b-3 | 09/06/2024 |
3 | Disposition of 200 shares by Morgan Stanley of MFS Investment at 9.89 subject to Rule 16b-3 | 09/11/2024 |
| MFS Investment dividend paid on 30th of September 2024 | 09/30/2024 |
4 | MFS Investment Grade Municipal Trust declares 0.0265 dividend | 10/01/2024 |
| MFS Investment dividend paid on 31st of October 2024 | 10/31/2024 |
5 | Insider Trading | 11/13/2024 |
| MFS Investment dividend paid on 29th of November 2024 | 11/29/2024 |
| Free Cash Flow | 11.8 M |
MFS |
MFS Investment Relative Risk vs. Return Landscape
If you would invest 802.00 in MFS Investment Grade on September 1, 2024 and sell it today you would earn a total of 22.00 from holding MFS Investment Grade or generate 2.74% return on investment over 90 days. MFS Investment Grade is generating 0.044% of daily returns assuming volatility of 0.4629% on return distribution over 90 days investment horizon. In other words, 4% of stocks are less volatile than MFS, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
MFS Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for MFS Investment's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as MFS Investment Grade, and traders can use it to determine the average amount a MFS Investment'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 = 0.0951
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CXH |
Estimated Market Risk
| 0.46 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
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average MFS Investment is performing at about 7% 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 Investment by adding it to a well-diversified portfolio.
MFS Investment Fundamentals Growth
MFS Stock prices reflect investors' perceptions of the future prospects and financial health of MFS Investment, and MFS Investment 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 Stock performance.
| Return On Equity | 0.0216 | ||||
| Return On Asset | 0.0225 | ||||
| Profit Margin | 0.29 % | ||||
| Operating Margin | 0.84 % | ||||
| Current Valuation | 111.25 M | ||||
| Shares Outstanding | 8.2 M | ||||
| Price To Earning | 14.99 X | ||||
| Price To Book | 0.97 X | ||||
| Price To Sales | 12.53 X | ||||
| Revenue | 1.86 M | ||||
| Gross Profit | 5.1 M | ||||
| EBITDA | 1.57 M | ||||
| Net Income | 1.57 M | ||||
| Cash And Equivalents | 1.98 K | ||||
| Total Debt | 43.77 M | ||||
| Debt To Equity | 0.62 % | ||||
| Current Ratio | 1.92 X | ||||
| Book Value Per Share | 8.46 X | ||||
| Cash Flow From Operations | 11.84 M | ||||
| Earnings Per Share | 0.26 X | ||||
| Market Capitalization | 67.32 M | ||||
| Total Asset | 114.47 M | ||||
| Retained Earnings | (9.58 M) | ||||
About MFS Investment Performance
By evaluating MFS Investment's fundamental ratios, stakeholders can gain valuable insights into MFS Investment's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if MFS Investment 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 Investment 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.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.04 | 0.03 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.03 | 0.03 |
Things to note about MFS Investment Grade performance evaluation
Checking the ongoing alerts about MFS Investment for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for MFS Investment Grade help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| On 29th of November 2024 MFS Investment paid $ 0.0265 per share dividend to its current shareholders | |
| Latest headline from MacroaxisInsider: Insider Trading |
- Analyzing MFS Investment'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 Investment's stock is overvalued or undervalued compared to its peers.
- Examining MFS Investment'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 Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of MFS Investment's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of MFS Investment's stock. These opinions can provide insight into MFS Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for MFS Stock analysis
When running MFS Investment's price analysis, check to measure MFS Investment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy MFS Investment is operating at the current time. Most of MFS Investment's value examination focuses on studying past and present price action to predict the probability of MFS Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move MFS Investment's price. Additionally, you may evaluate how the addition of MFS Investment to your portfolios can decrease your overall portfolio volatility.
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