Meridian Trarian Fund Manager Performance Evaluation
| MFCIX Fund | USD 38.63 0.30 0.78% |
The fund secures a Beta (Market Risk) of 0.0376, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Meridian Trarian's returns are expected to increase less than the market. However, during the bear market, the loss of holding Meridian Trarian is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Meridian Trarian Fund are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Meridian Trarian is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 30th of December 2022 | |
| Expense Ratio | 1.2100 |
Meridian |
Meridian Trarian Relative Risk vs. Return Landscape
If you would invest 3,834 in Meridian Trarian Fund on October 9, 2024 and sell it today you would earn a total of 29.00 from holding Meridian Trarian Fund or generate 0.76% return on investment over 90 days. Meridian Trarian Fund is currently producing 0.0181% returns and takes up 1.0804% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Meridian, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Meridian Trarian Current Valuation
Fairly Valued
Today
Please note that Meridian Trarian's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Meridian Trarian secures a last-minute Real Value of $38.99 per share. The latest price of the fund is $38.63. We determine the value of Meridian Trarian 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 Meridian Trarian is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Meridian Mutual Fund. However, Meridian Trarian'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 38.63 | Real 38.99 | Hype 38.63 |
The intrinsic value of Meridian Trarian'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 Meridian Trarian'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 Meridian Trarian Fund helps investors to forecast how Meridian 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 Meridian Trarian more accurately as focusing exclusively on Meridian Trarian's fundamentals will not take into account other important factors: Meridian Trarian Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Meridian Trarian's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Meridian Trarian Fund, and traders can use it to determine the average amount a Meridian Trarian'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 = 0.0168
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MFCIX |
Estimated Market Risk
| 1.08 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Meridian Trarian is performing at about 1% 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 Meridian Trarian by adding it to a well-diversified portfolio.
Meridian Trarian Fundamentals Growth
Meridian Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Meridian Trarian, and Meridian Trarian 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 Meridian Mutual Fund performance.
| Price To Earning | 20.77 X | ||||
| Price To Book | 2.22 X | ||||
| Price To Sales | 1.40 X | ||||
| Total Asset | 16.49 M | ||||
About Meridian Trarian Performance
Evaluating Meridian Trarian's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Meridian Trarian 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 Meridian Trarian 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 Advisor emphasizes stocks which the Investment Adviser believes are undervalued in relation to the business long-term earnings power or asset value, or the stock market in general. The advisor intends to invest at least 65 percent of its total assets in common stocks and equity-related securities . It may invest up to 35 percent of its total assets in debt or fixed income securities, including higher yield, higher risk, lower rated or unrated corporate bonds commonly referred to as junk bonds.Things to note about Meridian Trarian performance evaluation
Checking the ongoing alerts about Meridian Trarian for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Meridian Trarian 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 about 9.31% of its assets in cash |
- Analyzing Meridian Trarian'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 Meridian Trarian's stock is overvalued or undervalued compared to its peers.
- Examining Meridian Trarian'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 Meridian Trarian's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Meridian Trarian's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Meridian Trarian's mutual fund. These opinions can provide insight into Meridian Trarian's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Meridian Mutual Fund
Meridian Trarian financial ratios help investors to determine whether Meridian 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 Meridian with respect to the benefits of owning Meridian Trarian security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |