Mairs Power Balanced Fund Manager Performance Evaluation
| MAPOX Fund | USD 102.28 0.10 0.1% |
The fund secures a Beta (Market Risk) of 0.7, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mairs Power's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mairs Power is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Mairs Power Balanced are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Mairs Power 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 | 30th of April 2021 | |
| Expense Ratio | 0.6900 |
Mairs |
Mairs Power Relative Risk vs. Return Landscape
If you would invest 10,130 in Mairs Power Balanced on January 19, 2024 and sell it today you would earn a total of 98.00 from holding Mairs Power Balanced or generate 0.97% return on investment over 90 days. Mairs Power Balanced is currently producing 0.0164% returns and takes up 0.4789% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Mairs, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mairs Power Current Valuation
Fairly Valued
Today
Please note that Mairs Power's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mairs Power Balanced secures a last-minute Real Value of $102.77 per share. The latest price of the fund is $102.28. We determine the value of Mairs Power Balanced 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.
Our valuation method for Mairs Power Balanced is useful when determining the fair value of the Mairs mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Mairs Power. Since Mairs Power is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mairs Mutual Fund. However, Mairs Power'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 102.28 | Real 102.77 | Hype 102.28 | Naive 100.8 |
The real value of Mairs Mutual Fund, also known as its intrinsic value, is the underlying worth of Mairs Power Balanced Mutual Fund, which is reflected in its stock price. It is based on Mairs Power's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Mairs Power'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 Mairs Power'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 Mairs Power Balanced helps investors to forecast how Mairs 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 Mairs Power more accurately as focusing exclusively on Mairs Power's fundamentals will not take into account other important factors: Mairs Power Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mairs Power's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mairs Power Balanced, and traders can use it to determine the average amount a Mairs Power'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 = 0.0343
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MAPOX |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Mairs Power is performing at about 2% 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 Mairs Power by adding it to a well-diversified portfolio.
Mairs Power Fundamentals Growth
Mairs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mairs Power, and Mairs Power 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 Mairs Mutual Fund performance.
| Price To Earning | 18.02 X | |||
| Price To Book | 2.97 X | |||
| Price To Sales | 1.99 X | |||
About Mairs Power Performance
To evaluate Mairs Power Balanced Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Mairs Power generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Mairs Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Mairs Power Balanced market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Mairs's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests primarily in U.S. common stock and other securities convertible into common stock as well as fixed income securities such as corporate bonds and U.S. government securities. The fund may also invest in securities of foreign issuers which are listed on a U.S. stock exchange or are represented by American Depositary Receipts .Things to note about Mairs Power Balanced performance evaluation
Checking the ongoing alerts about Mairs Power for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mairs Power Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 32.28% of its assets in bonds |
- Analyzing Mairs Power'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 Mairs Power's stock is overvalued or undervalued compared to its peers.
- Examining Mairs Power'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 Mairs Power's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mairs Power's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mairs Power's mutual fund. These opinions can provide insight into Mairs Power's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Mairs Power Balanced. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.