Matson Money Equity Fund Manager Performance Evaluation
| FMVUX Fund | USD 37.74 0.06 0.16% |
The fund secures a Beta (Market Risk) of 1.24, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Matson Money will likely underperform.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Matson Money Equity are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Matson Money may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.0400 |
Matson |
Matson Money Relative Risk vs. Return Landscape
If you would invest 3,426 in Matson Money Equity on September 3, 2024 and sell it today you would earn a total of 348.00 from holding Matson Money Equity or generate 10.16% return on investment over 90 days. Matson Money Equity is currently producing 0.1561% returns and takes up 0.9977% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Matson, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Matson Money Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Matson Money's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Matson Money Equity, and traders can use it to determine the average amount a Matson Money'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 = 0.1565
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | FMVUX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Matson Money is performing at about 12% 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 Matson Money by adding it to a well-diversified portfolio.
About Matson Money Performance
Evaluating Matson Money's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Matson Money 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 Matson Money 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.
Matson Money is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Matson Money Equity performance evaluation
Checking the ongoing alerts about Matson Money for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Matson Money Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Matson Money's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Matson Money's mutual fund performance include:- Analyzing Matson Money'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 Matson Money's stock is overvalued or undervalued compared to its peers.
- Examining Matson Money'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 Matson Money's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Matson Money's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Matson Money's mutual fund. These opinions can provide insight into Matson Money's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Matson Mutual Fund
Matson Money financial ratios help investors to determine whether Matson 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 Matson with respect to the benefits of owning Matson Money security.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum |