Mfs Municipal Income Fund Manager Performance Evaluation
| XMFMX Fund | USD 6.05 0.02 0.33% |
The fund secures a Beta (Market Risk) of 0.0374, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mfs Municipal's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Municipal is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Mfs Municipal Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Mfs Municipal is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.7700 |
Mfs |
Mfs Municipal Relative Risk vs. Return Landscape
If you would invest 608.00 in Mfs Municipal Income on December 23, 2024 and sell it today you would lose (3.00) from holding Mfs Municipal Income or give up 0.49% of portfolio value over 90 days. Mfs Municipal Income is currently producing negative expected returns and takes up 0.3689% volatility of returns over 90 trading days. Put another way, 3% 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 Municipal Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Municipal's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Municipal Income, and traders can use it to determine the average amount a Mfs Municipal'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 = -0.0202
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XMFMX |
Estimated Market Risk
| 0.37 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Mfs Municipal 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 Mfs Municipal by adding Mfs Municipal to a well-diversified portfolio.
Mfs Municipal Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Municipal, and Mfs Municipal 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.
About Mfs Municipal Performance
Evaluating Mfs Municipal's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Municipal 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 Municipal 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.
Mfs Municipal is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Mfs Municipal Income performance evaluation
Checking the ongoing alerts about Mfs Municipal for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Municipal Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mfs Municipal Income generated a negative expected return over the last 90 days |
- Analyzing Mfs Municipal'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 Municipal's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Municipal'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 Municipal's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Municipal's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Municipal's mutual fund. These opinions can provide insight into Mfs Municipal's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Municipal 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 Municipal security.
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