Mfs Diversified Income Fund Manager Performance Evaluation
| DIFGX Fund | USD 12.08 0.06 0.50% |
The fund secures a Beta (Market Risk) of 0.15, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mfs Diversified's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Diversified is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Mfs Diversified Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Mfs Diversified is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6400 |
Mfs |
Mfs Diversified Relative Risk vs. Return Landscape
If you would invest 1,257 in Mfs Diversified Income on September 24, 2024 and sell it today you would lose (49.00) from holding Mfs Diversified Income or give up 3.9% of portfolio value over 90 days. Mfs Diversified Income is currently producing negative expected returns and takes up 0.311% volatility of returns over 90 trading days. Put another way, 2% 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 Diversified Current Valuation
Fairly Valued
Today
Please note that Mfs Diversified's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mfs Diversified Income secures a last-minute Real Value of $12.14 per share. The latest price of the fund is $12.08. We determine the value of Mfs Diversified Income 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 Diversified is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Diversified'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 12.08 | Real 12.14 | Hype 12.08 | Naive 11.87 |
The intrinsic value of Mfs Diversified'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 Diversified'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 Diversified Income 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 Diversified more accurately as focusing exclusively on Mfs Diversified's fundamentals will not take into account other important factors: Mfs Diversified Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Diversified's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Diversified Income, and traders can use it to determine the average amount a Mfs Diversified'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 = -0.1982
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DIFGX |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.2 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Mfs Diversified 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 Diversified by adding Mfs Diversified to a well-diversified portfolio.
Mfs Diversified Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Diversified, and Mfs Diversified 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.
| Price To Earning | 17.96 X | ||||
| Price To Book | 1.94 X | ||||
| Price To Sales | 1.60 X | ||||
| Total Asset | 2.84 B | ||||
About Mfs Diversified Performance
Evaluating Mfs Diversified's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Diversified 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 Diversified 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.
The fund normally invests its assets primarily in a broad range of debt instruments and equity securities of U.S. and foreign issuers, including real estate-related investments and emerging market securities. MFS focuses the funds debt investments on investment grade quality corporate bonds, U.S. government securities, below investment grade quality debt instruments of developed market issuers, and debt instruments of emerging market issuers. MFS may invest up to 100 percent of these investments in below investment grade quality debt instruments.Things to note about Mfs Diversified Income performance evaluation
Checking the ongoing alerts about Mfs Diversified for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Diversified Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mfs Diversified generated a negative expected return over the last 90 days | |
| The fund retains about 5.11% of its assets under management (AUM) in cash |
- Analyzing Mfs Diversified'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 Diversified's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Diversified'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 Diversified's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Diversified's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Diversified's mutual fund. These opinions can provide insight into Mfs Diversified's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Diversified 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 Diversified security.
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