Mfs Variable Insurance Fund Manager Performance Evaluation
| SCREX Fund | USD 40.71 0.25 0.61% |
The fund secures a Beta (Market Risk) of 0.11, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mfs Variable's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Variable is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Mfs Variable Insurance are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Mfs Variable is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7800 |
Mfs |
Mfs Variable Relative Risk vs. Return Landscape
If you would invest 3,922 in Mfs Variable Insurance on September 3, 2024 and sell it today you would earn a total of 149.00 from holding Mfs Variable Insurance or generate 3.8% return on investment over 90 days. Mfs Variable Insurance is currently producing 0.0614% returns and takes up 0.8012% volatility of returns over 90 trading days. Put another way, 7% 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 |
Mfs Variable Current Valuation
Undervalued
Today
Please note that Mfs Variable's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Mfs Variable Insurance last-minute Real Value cannot be determined due to lack of data. The latest price of Mfs Variable Insurance is $40.71. We determine the value of Mfs Variable Insurance 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 Variable is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Variable'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 40.71 | Real 0.0 | Hype 0.0 | Naive 41.85 |
The intrinsic value of Mfs Variable'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 Variable'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 Mfs Variable Insurance 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 Variable more accurately as focusing exclusively on Mfs Variable's fundamentals will not take into account other important factors: Mfs Variable Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Variable's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Variable Insurance, and traders can use it to determine the average amount a Mfs Variable'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 = 0.0767
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | SCREX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Mfs Variable is performing at about 6% 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 Mfs Variable by adding it to a well-diversified portfolio.
Mfs Variable Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Variable, and Mfs Variable 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.
| Total Asset | 85.78 M | |||
About Mfs Variable Performance
Evaluating Mfs Variable's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Variable 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 Variable 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.
To pursue its investment objective, the fund will invest, under normal circumstances, at least 80 percent of its net assets in securities of real estate and real estate-related companies, or in companies which own significant real estate assets at the time of purchase including Real Estate Investment Trusts . Sterling Capital is traded on NASDAQ Exchange in the United States.Things to note about Mfs Variable Insurance performance evaluation
Checking the ongoing alerts about Mfs Variable for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Variable Insurance help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Mfs Variable's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mfs Variable's mutual fund performance include:- Analyzing Mfs Variable'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 Variable's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Variable'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 Variable's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Variable's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Variable's mutual fund. These opinions can provide insight into Mfs Variable's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Variable 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 Variable security.
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing |