Madison Investors Fund Manager Performance Evaluation
| MNVRX Fund | USD 32.65 0.06 0.18% |
The fund secures a Beta (Market Risk) of 0.94, which conveys possible diversification benefits within a given portfolio. Madison Investors returns are very sensitive to returns on the market. As the market goes up or down, Madison Investors is expected to follow.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Madison Investors Fund are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Madison Investors may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.7300 |
Madison |
Madison Investors Relative Risk vs. Return Landscape
If you would invest 2,972 in Madison Investors Fund on September 7, 2024 and sell it today you would earn a total of 293.00 from holding Madison Investors Fund or generate 9.86% return on investment over 90 days. Madison Investors Fund is currently producing 0.152% returns and takes up 0.738% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Madison, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Madison Investors Current Valuation
Overvalued
Today
Please note that Madison Investors' price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Madison Investors secures a last-minute Real Value of $31.68 per share. The latest price of the fund is $32.65. We determine the value of Madison Investors 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 Madison Investors is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Madison Mutual Fund. However, Madison Investors' 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 32.65 | Real 31.68 | Hype 32.65 | Naive 32.7 |
The intrinsic value of Madison Investors' 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 Investors' 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 Investors Fund 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 Investors more accurately as focusing exclusively on Madison Investors' fundamentals will not take into account other important factors: Madison Investors Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Madison Investors' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Madison Investors Fund, and traders can use it to determine the average amount a Madison Investors' 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 = 0.206
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MNVRX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Madison Investors is performing at about 16% 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 Investors by adding it to a well-diversified portfolio.
Madison Investors Fundamentals Growth
Madison Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Madison Investors, and Madison Investors 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.
| Price To Earning | 19.88 X | ||||
| Price To Book | 2.79 X | ||||
| Price To Sales | 1.59 X | ||||
| Total Asset | 310.59 M | ||||
About Madison Investors Performance
Evaluating Madison Investors' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Madison Investors 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 Investors 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 the common stock of established, high-quality companies selected via bottom-up fundamental analysis. Under normal market conditions, it will maintain at least 80 percent of its net assets in such securities. The fund may also invest up to 35 percent of its assets in foreign securities . To the extent invested in common stocks, the fund generally invests in only 25-40 companies at any given time.Things to note about Madison Investors performance evaluation
Checking the ongoing alerts about Madison Investors for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Madison Investors help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Madison Investors' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Madison Investors' mutual fund performance include:- Analyzing Madison Investors' 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 Investors' stock is overvalued or undervalued compared to its peers.
- Examining Madison Investors' 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 Investors' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Madison Investors' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Madison Investors' mutual fund. These opinions can provide insight into Madison Investors' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Madison Mutual Fund
Madison Investors 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 Investors security.
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