Mainstay Epoch Small Fund Manager Performance Evaluation
| MOPIX Fund | USD 26.88 0.25 0.94% |
The fund secures a Beta (Market Risk) of 1.45, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Mainstay Epoch will likely underperform.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Mainstay Epoch Small are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Mainstay Epoch 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 | 28th of February 2023 | |
| Expense Ratio | 0.9700 |
Mainstay |
Mainstay Epoch Relative Risk vs. Return Landscape
If you would invest 2,566 in Mainstay Epoch Small on September 23, 2024 and sell it today you would earn a total of 122.00 from holding Mainstay Epoch Small or generate 4.75% return on investment over 90 days. Mainstay Epoch Small is currently producing 0.0802% returns and takes up 1.3334% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Mainstay, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mainstay Epoch Current Valuation
Fairly Valued
Today
Please note that Mainstay Epoch's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mainstay Epoch Small secures a last-minute Real Value of $26.92 per share. The latest price of the fund is $26.88. We determine the value of Mainstay Epoch Small 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 Mainstay Epoch is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mainstay Mutual Fund. However, Mainstay Epoch'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 26.88 | Real 26.92 | Hype 26.88 | Naive 26.08 |
The intrinsic value of Mainstay Epoch'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 Mainstay Epoch'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 Mainstay Epoch Small helps investors to forecast how Mainstay 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 Mainstay Epoch more accurately as focusing exclusively on Mainstay Epoch's fundamentals will not take into account other important factors: Mainstay Epoch Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mainstay Epoch's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mainstay Epoch Small, and traders can use it to determine the average amount a Mainstay Epoch'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 = 0.0601
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | MOPIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.33 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Mainstay Epoch is performing at about 4% 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 Mainstay Epoch by adding it to a well-diversified portfolio.
Mainstay Epoch Fundamentals Growth
Mainstay Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mainstay Epoch, and Mainstay Epoch 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 Mainstay Mutual Fund performance.
| Price To Earning | 20.06 X | ||||
| Price To Book | 2.01 X | ||||
| Price To Sales | 1.26 X | ||||
| Total Asset | 134.93 M | ||||
About Mainstay Epoch Performance
Evaluating Mainstay Epoch's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mainstay Epoch 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 Mainstay Epoch 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, under normal circumstances, at least 80 percent of its assets in the securities of U.S. companies with market capitalizations at the time of investment that are similar to the market capitalizations of companies within the collective range of the Russell 2000 Index and Russell Microcap Index. It may also invest up to 10 percent of its net assets in securities of foreign issuers.Things to note about Mainstay Epoch Small performance evaluation
Checking the ongoing alerts about Mainstay Epoch for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mainstay Epoch Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Mainstay Epoch's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mainstay Epoch's mutual fund performance include:- Analyzing Mainstay Epoch'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 Mainstay Epoch's stock is overvalued or undervalued compared to its peers.
- Examining Mainstay Epoch'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 Mainstay Epoch's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mainstay Epoch's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mainstay Epoch's mutual fund. These opinions can provide insight into Mainstay Epoch's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mainstay Mutual Fund
Mainstay Epoch financial ratios help investors to determine whether Mainstay 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 Mainstay with respect to the benefits of owning Mainstay Epoch security.
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. |