Mesirow Financial Small Fund Manager Performance Evaluation
| MSVVX Fund | USD 12.23 0.27 2.26% |
The fund secures a Beta (Market Risk) of 0.95, which conveys possible diversification benefits within a given portfolio. Mesirow Financial returns are very sensitive to returns on the market. As the market goes up or down, Mesirow Financial is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Mesirow Financial Small has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Mesirow Financial 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 January 2023 |
Mesirow |
Mesirow Financial Relative Risk vs. Return Landscape
If you would invest 1,268 in Mesirow Financial Small on December 25, 2024 and sell it today you would lose (45.00) from holding Mesirow Financial Small or give up 3.55% of portfolio value over 90 days. Mesirow Financial Small is currently producing negative expected returns and takes up 1.0853% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Mesirow, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mesirow Financial Current Valuation
Overvalued
Today
Please note that Mesirow Financial's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Mesirow Financial Small secures a last-minute Real Value of $11.65 per share. The latest price of the fund is $12.23. We determine the value of Mesirow Financial 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 Mesirow Financial is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mesirow Mutual Fund. However, Mesirow Financial'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 12.23 | Real 11.65 | Hype 12.23 | Naive 12.5 |
The intrinsic value of Mesirow Financial'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 Mesirow Financial'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 Mesirow Financial Small helps investors to forecast how Mesirow 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 Mesirow Financial more accurately as focusing exclusively on Mesirow Financial's fundamentals will not take into account other important factors: Mesirow Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mesirow Financial's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mesirow Financial Small, and traders can use it to determine the average amount a Mesirow Financial'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 = -0.0511
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MSVVX |
Estimated Market Risk
| 1.09 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.06 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 Mesirow Financial 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 Mesirow Financial by adding Mesirow Financial to a well-diversified portfolio.
Mesirow Financial Fundamentals Growth
Mesirow Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mesirow Financial, and Mesirow Financial 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 Mesirow Mutual Fund performance.
| Total Asset | 1.87 M | ||||
About Mesirow Financial Performance
Evaluating Mesirow Financial's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mesirow Financial 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 Mesirow Financial 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities of small companies. It invests mainly in common stocks, but it may also invest in ETFs. The fund may invest in cash or money market instruments for the purpose of meeting redemption requests or making other anticipated cash payments.Things to note about Mesirow Financial Small performance evaluation
Checking the ongoing alerts about Mesirow Financial for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mesirow Financial Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mesirow Financial generated a negative expected return over the last 90 days | |
| The fund maintains 96.75% of its assets in stocks |
- Analyzing Mesirow Financial'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 Mesirow Financial's stock is overvalued or undervalued compared to its peers.
- Examining Mesirow Financial'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 Mesirow Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mesirow Financial's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mesirow Financial's mutual fund. These opinions can provide insight into Mesirow Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mesirow Mutual Fund
Mesirow Financial financial ratios help investors to determine whether Mesirow 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 Mesirow with respect to the benefits of owning Mesirow Financial security.
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