Madison Funds Fund Manager Performance Evaluation
| MADRX Fund | USD 29.91 0.08 0.27% |
The fund secures a Beta (Market Risk) of 0.64, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Madison Funds' returns are expected to increase less than the market. However, during the bear market, the loss of holding Madison Funds is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Madison Funds are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Madison Funds is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Madison |
Madison Funds Relative Risk vs. Return Landscape
If you would invest 2,822 in Madison Funds on September 9, 2024 and sell it today you would earn a total of 169.00 from holding Madison Funds or generate 5.99% return on investment over 90 days. Madison Funds is currently producing 0.0911% returns and takes up 0.5727% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Madison, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Madison Funds Current Valuation
Fairly Valued
Today
Please note that Madison Funds' price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is fairly valued. Madison Funds secures a last-minute Real Value of $29.78 per share. The latest price of the fund is $29.91. Our model forecasts the value of Madison Funds 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 Madison Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Madison Mutual Fund. However, Madison Funds' 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 29.91 | Real 29.78 | Hype 29.91 |
The intrinsic value of Madison Funds' 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 Madison Funds' 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 Madison Funds helps investors to forecast how Madison 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 Madison Funds more accurately as focusing exclusively on Madison Funds' fundamentals will not take into account other important factors: Madison Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Madison Funds' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Madison Funds , and traders can use it to determine the average amount a Madison Funds' 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 = 0.1591
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| Cash | MADRX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.57 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Madison Funds is performing at about 12% 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 Madison Funds by adding it to a well-diversified portfolio.
Madison Funds Fundamentals Growth
Madison Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Madison Funds, and Madison Funds 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 Madison Mutual Fund performance.
About Madison Funds Performance
Evaluating Madison Funds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Madison Funds 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 Madison Funds 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 in equity securities of companies with a market capitalization of over 1 billion and a history of paying dividends, with the ability to increase dividends over time. Under normal market conditions, at least 80 percent of the funds net assets will be invested in dividend paying equity securities.Things to note about Madison Funds performance evaluation
Checking the ongoing alerts about Madison Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Madison Funds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
- Analyzing Madison Funds' 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 Madison Funds' stock is overvalued or undervalued compared to its peers.
- Examining Madison Funds' 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 Madison Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Madison Funds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Madison Funds' mutual fund. These opinions can provide insight into Madison Funds' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Madison Mutual Fund
Madison Funds financial ratios help investors to determine whether Madison 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 Madison with respect to the benefits of owning Madison Funds security.
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| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |