Marsico International Opportunities Fund Manager Performance Evaluation
| MIIOX Fund | USD 24.97 0.21 0.85% |
The fund secures a Beta (Market Risk) of 0.54, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Marsico International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Marsico International is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Marsico International Opportunities has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Marsico International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreMarsico |
Marsico International Relative Risk vs. Return Landscape
If you would invest 2,507 in Marsico International Opportunities on September 27, 2024 and sell it today you would lose (31.00) from holding Marsico International Opportunities or give up 1.24% of portfolio value over 90 days. Marsico International Opportunities is currently producing negative expected returns and takes up 0.9725% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Marsico, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Marsico International Current Valuation
Overvalued
Today
Please note that Marsico International's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is overvalued. Marsico International secures a last-minute Real Value of $23.3 per share. The latest price of the fund is $24.97. Our model forecasts the value of Marsico International 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 Marsico International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Marsico Mutual Fund. However, Marsico 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 24.97 | Real 23.3 | Hype 24.76 | Naive 23.83 |
The intrinsic value of Marsico 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 Marsico 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.
Estimating the potential upside or downside of Marsico International Opportunities helps investors to forecast how Marsico 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 Marsico International more accurately as focusing exclusively on Marsico International's fundamentals will not take into account other important factors: Marsico International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Marsico International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Marsico International Opportunities, and traders can use it to determine the average amount a Marsico 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 = -0.0155
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| Negative Returns | MIIOX |
Estimated Market Risk
| 0.97 actual daily | 8 92% 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 | 0 Most of other assets perform better |
Based on monthly moving average Marsico 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 Marsico International by adding Marsico International to a well-diversified portfolio.
Marsico International Fundamentals Growth
Marsico Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Marsico International, and Marsico 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 Marsico Mutual Fund performance.
About Marsico International Performance
Evaluating Marsico International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Marsico 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 Marsico 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 invests primarily in foreign securities, such as common stocks of foreign companies that are selected for their long-term growth potential and other foreign securities, whether traded in the U.S. or in foreign markets or both. The investment adviser seeks to select stocks of high-quality companies with compelling long-term capital appreciation potential. The fundamental investment approach combines top-down macro-economic analysis and investment theme development with bottom-up company and security analysis to identify attractive opportunities.Things to note about Marsico International performance evaluation
Checking the ongoing alerts about Marsico International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Marsico International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Marsico International generated a negative expected return over the last 90 days | |
| The fund maintains all of the assets in different exotic instruments |
- Analyzing Marsico 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 Marsico International's stock is overvalued or undervalued compared to its peers.
- Examining Marsico 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 Marsico International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Marsico International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Marsico International's mutual fund. These opinions can provide insight into Marsico International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Marsico Mutual Fund
Marsico International financial ratios help investors to determine whether Marsico 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 Marsico with respect to the benefits of owning Marsico International security.
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