Msvif Growth Port Fund Manager Performance Evaluation
| MEGTX Fund | USD 15.36 1.02 6.23% |
The fund secures a Beta (Market Risk) of -0.0717, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Msvif Growth are expected to decrease at a much lower rate. During the bear market, Msvif Growth is likely to outperform the market.
Risk-Adjusted Performance
20 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Msvif Growth Port are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Msvif Growth showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.0400 |
Msvif |
Msvif Growth Relative Risk vs. Return Landscape
If you would invest 1,151 in Msvif Growth Port on September 20, 2024 and sell it today you would earn a total of 385.00 from holding Msvif Growth Port or generate 33.45% return on investment over 90 days. Msvif Growth Port is currently producing 0.4679% returns and takes up 1.8107% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Msvif, and 91% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Msvif Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Msvif Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Msvif Growth Port, and traders can use it to determine the average amount a Msvif Growth'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 = 0.2584
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MEGTX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.81 actual daily | 16 84% of assets are more volatile |
Expected Return
| 0.47 actual daily | 9 91% of assets have higher returns |
Risk-Adjusted Return
| 0.26 actual daily | 20 80% of assets perform better |
Based on monthly moving average Msvif Growth is performing at about 20% 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 Msvif Growth by adding it to a well-diversified portfolio.
About Msvif Growth Performance
Evaluating Msvif Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Msvif Growth 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 Msvif Growth 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.
Msvif Growth is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Msvif Growth Port performance evaluation
Checking the ongoing alerts about Msvif Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Msvif Growth Port help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Msvif Growth's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Msvif Growth's mutual fund performance include:- Analyzing Msvif Growth'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 Msvif Growth's stock is overvalued or undervalued compared to its peers.
- Examining Msvif Growth'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 Msvif Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Msvif Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Msvif Growth's mutual fund. These opinions can provide insight into Msvif Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Msvif Mutual Fund
Msvif Growth financial ratios help investors to determine whether Msvif 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 Msvif with respect to the benefits of owning Msvif Growth security.
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