Mfs International New Fund Manager Performance Evaluation

MIDJX Fund  USD 32.10  0.06  0.19%   
The fund secures a Beta (Market Risk) of 0.29, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mfs International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs International is expected to be smaller as well.

Risk-Adjusted Performance

0 of 100

 
Weak
 
Strong
Very Weak
Over the last 90 days Mfs International New has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward-looking indicators, Mfs International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more
Expense Ratio1.0600
  

Mfs International Relative Risk vs. Return Landscape

If you would invest  3,281  in Mfs International New on September 5, 2024 and sell it today you would lose (65.00) from holding Mfs International New or give up 1.98% of portfolio value over 90 days. Mfs International New is currently producing negative expected returns and takes up 0.6235% volatility of returns over 90 trading days. Put another way, 5% 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  
Assuming the 90 days horizon Mfs International is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.2 times less risky than the market. the firm trades about -0.05 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.21 of returns per unit of risk over similar time horizon.

Mfs International Current Valuation

Fairly Valued
Today
32.10
Please note that Mfs International's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mfs International New secures a last-minute Real Value of $32.3 per share. The latest price of the fund is $32.1. We determine the value of Mfs International New 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 International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs International'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  32.1 Real  32.3 Hype  32.16 Naive  32.41
The intrinsic value of Mfs International'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 International'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.
32.30
Real Value
32.92
Upside
Estimating the potential upside or downside of Mfs International New 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 International more accurately as focusing exclusively on Mfs International's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
31.5231.8332.14
Details
Hype
Prediction
LowEstimatedHigh
31.5432.1632.78
Details
Naive
Forecast
LowNext ValueHigh
31.7932.4133.04
Details

Mfs International Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs International New, and traders can use it to determine the average amount a Mfs International'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 = -0.0471

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsMIDJX

Estimated Market Risk

 0.62
  actual daily
5
95% of assets are more volatile

Expected Return

 -0.03
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.05
  actual daily
0
Most of other assets perform better
Based on monthly moving average Mfs International 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 International by adding Mfs International to a well-diversified portfolio.

Mfs International Fundamentals Growth

Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs International, and Mfs International 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.

About Mfs International Performance

Evaluating Mfs International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs International 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 International 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 normally invests its assets primarily in foreign equity securities, including emerging market equity securities. Equity securities include common stocks and other securities that represent an ownership interest in a company or other issuer. The fund may invest a significant percentage of the funds assets in issuers in a single industry, sector, country, or region.

Things to note about Mfs International New performance evaluation

Checking the ongoing alerts about Mfs International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs International New help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Mfs International generated a negative expected return over the last 90 days
The fund maintains 96.47% of its assets in stocks
Evaluating Mfs International's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mfs International's mutual fund performance include:
  • Analyzing Mfs International'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 International's stock is overvalued or undervalued compared to its peers.
  • Examining Mfs International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs International's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Mfs International's mutual fund. These opinions can provide insight into Mfs International's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Mfs International's mutual fund performance is not an exact science, and many factors can impact Mfs International's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Mfs Mutual Fund

Mfs International 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 International security.
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Funds Screener
Find actively-traded funds from around the world traded on over 30 global exchanges
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities