Mid Cap Spdr Fund Manager Performance Evaluation
| XMDYX Fund | USD 539.31 4.20 0.77% |
The fund secures a Beta (Market Risk) of 0.89, which conveys possible diversification benefits within a given portfolio. Mid Cap returns are very sensitive to returns on the market. As the market goes up or down, Mid Cap is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Mid Cap Spdr has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Mid Cap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.2300 |
Mid |
Mid Cap Relative Risk vs. Return Landscape
If you would invest 56,974 in Mid Cap Spdr on December 20, 2024 and sell it today you would lose (2,623) from holding Mid Cap Spdr or give up 4.6% of portfolio value over 90 days. Mid Cap Spdr is currently producing negative expected returns and takes up 1.0205% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Mid, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mid Cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mid Cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mid Cap Spdr, and traders can use it to determine the average amount a Mid Cap'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 = -0.0732
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XMDYX |
Estimated Market Risk
| 1.02 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Mid Cap 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 Mid Cap by adding Mid Cap to a well-diversified portfolio.
About Mid Cap Performance
Evaluating Mid Cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mid Cap 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 Mid Cap 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.
Mid Cap is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Mid Cap Spdr performance evaluation
Checking the ongoing alerts about Mid Cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mid Cap Spdr help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mid Cap Spdr generated a negative expected return over the last 90 days |
- Analyzing Mid Cap'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 Mid Cap's stock is overvalued or undervalued compared to its peers.
- Examining Mid Cap'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 Mid Cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mid Cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mid Cap's mutual fund. These opinions can provide insight into Mid Cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mid Mutual Fund
Mid Cap financial ratios help investors to determine whether Mid 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 Mid with respect to the benefits of owning Mid Cap security.
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