Mfs Aggressive Growth Fund Manager Performance Evaluation
| MBAGX Fund | USD 31.78 0.17 0.54% |
The fund secures a Beta (Market Risk) of 0.0574, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mfs Aggressive's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Aggressive is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Mfs Aggressive Growth are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Mfs Aggressive is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of September 2022 | |
| Expense Ratio | 1.7600 |
Mfs |
Mfs Aggressive Relative Risk vs. Return Landscape
If you would invest 3,053 in Mfs Aggressive Growth on September 12, 2024 and sell it today you would earn a total of 108.00 from holding Mfs Aggressive Growth or generate 3.54% return on investment over 90 days. Mfs Aggressive Growth is currently producing 0.0566% returns and takes up 0.5327% volatility of returns over 90 trading days. Put another way, 4% 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 Aggressive Current Valuation
Fairly Valued
Today
Please note that Mfs Aggressive's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mfs Aggressive Growth secures a last-minute Real Value of $31.54 per share. The latest price of the fund is $31.78. We determine the value of Mfs Aggressive Growth 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 Aggressive is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mfs Mutual Fund. However, Mfs Aggressive'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 31.78 | Real 31.54 | Hype 31.61 | Naive 31.63 |
The intrinsic value of Mfs Aggressive'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 Aggressive'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 Aggressive Growth 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 Aggressive more accurately as focusing exclusively on Mfs Aggressive's fundamentals will not take into account other important factors: Mfs Aggressive Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Aggressive's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Aggressive Growth, and traders can use it to determine the average amount a Mfs Aggressive'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 = 0.1062
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| Cash | MBAGX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.53 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Mfs Aggressive is performing at about 8% 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 Mfs Aggressive by adding it to a well-diversified portfolio.
Mfs Aggressive Fundamentals Growth
Mfs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mfs Aggressive, and Mfs Aggressive 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 | 20.19 X | ||||
| Price To Book | 2.49 X | ||||
| Price To Sales | 2.00 X | ||||
| Total Asset | 20.31 M | ||||
About Mfs Aggressive Performance
Evaluating Mfs Aggressive's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Aggressive 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 Aggressive 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 investment seeks a high level of total return consistent with an aggressive level of risk relative to the other MFS Asset Allocation Funds. MFS Aggressive is traded on NASDAQ Exchange in the United States.Things to note about Mfs Aggressive Growth performance evaluation
Checking the ongoing alerts about Mfs Aggressive for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Aggressive Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Mfs Aggressive's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mfs Aggressive's mutual fund performance include:- Analyzing Mfs Aggressive'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 Aggressive's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Aggressive'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 Aggressive's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Aggressive's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Aggressive's mutual fund. These opinions can provide insight into Mfs Aggressive's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Aggressive 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 Aggressive security.
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