Mfs Income Fund Manager Performance Evaluation
| MFIWX Fund | USD 5.84 0.01 0.17% |
The fund secures a Beta (Market Risk) of 0.0354, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mfs Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Income is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Mfs Income Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Mfs Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.4000 |
Mfs |
Mfs Income Relative Risk vs. Return Landscape
If you would invest 598.00 in Mfs Income Fund on October 8, 2024 and sell it today you would lose (14.00) from holding Mfs Income Fund or give up 2.34% of portfolio value over 90 days. Mfs Income Fund is currently producing negative expected returns and takes up 0.3034% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Mfs, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mfs Income Current Valuation
Fairly Valued
Today
Please note that Mfs Income's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mfs Income Fund secures a last-minute Real Value of $5.8 per share. The latest price of the fund is $5.84. We determine the value of Mfs Income Fund 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 Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Income'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 5.84 | Real 5.8 | Hype 5.84 |
The intrinsic value of Mfs Income'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 Mfs Income'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 Mfs Income 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 Income more accurately as focusing exclusively on Mfs Income's fundamentals will not take into account other important factors: Mfs Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Income Fund, and traders can use it to determine the average amount a Mfs Income'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 = -0.1244
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MFIWX |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Mfs Income is not performing at its full potential. However, 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 Income by adding Mfs Income to a well-diversified portfolio.
Mfs Income Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Income, and Mfs Income 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 | 12.48 X | ||||
| Total Asset | 1.06 B | ||||
About Mfs Income Performance
Evaluating Mfs Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Income 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 Income 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.
MFS normally invests the funds assets primarily in a broad range of debt instruments issued by U.S. and foreign corporate, government, and other entities, including below investment grade quality debt instruments and debt instruments of issuers located in emerging market countries. MFS focuses on investing the funds assets in corporate bonds, mortgage-backed securities and other securitized instruments, U.S. government securities, and debt instruments of issuers located in emerging market countries.Things to note about Mfs Income Fund performance evaluation
Checking the ongoing alerts about Mfs Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Income Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mfs Income Fund generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Mfs Income Fund maintains about 15.19% of its assets in bonds |
- Analyzing Mfs Income'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 Income's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Income'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 Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Income's mutual fund. These opinions can provide insight into Mfs Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Income 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 Income security.
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