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MFS Mid Manager Performance Evaluation

MFS
MCBVX -- USA Fund  

USD 20.03  1.37  6.40%

The fund secures Beta (Market Risk) of 0.3988, which conveys that as returns on market increase, MFS Mid returns are expected to increase less than the market. However during bear market, the loss on holding MFS Mid will be expected to be smaller as well. Even though it is essential to pay attention to MFS Mid Cap price patterns, it is always good to be careful when utilizing equity historical price patterns. Macroaxis approach into estimating future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. MFS Mid exposes twenty-one different technical indicators, which can help you to evaluate its performance.
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Risk-Adjusted Fund Performance

Over the last 30 days MFS Mid Cap Value Fund Class has generated negative risk-adjusted returns adding no value to fund investors. Inspite weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in March 2020. The current disturbance may also be a sign of long term up-swing for the fund investors.
Fifty Two Week Low20.45
Fifty Two Week High23.66
Annual Report Expense Ratio1.82%

MFS Mid Cap Relative Risk vs. Return Landscape

If you would invest  2,294  in MFS Mid Cap Value Fund Class on January 28, 2020 and sell it today you would lose (291.00)  from holding MFS Mid Cap Value Fund Class or give up 12.69% of portfolio value over 30 days. MFS Mid Cap Value Fund Class is currently producing negative expected returns and takes up 1.3712% volatility of returns over 30 trading days. Put another way, 12% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
    
  Risk (%) 
Assuming 30 trading days horizon, MFS Mid is expected to under-perform the market. In addition to that, the company is 1.19 times more volatile than its market benchmark. It trades about -0.15 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.11 per unit of volatility.

MFS Mid Current Valuation

Under Valued
Today
20.03
February 27, 2020
20.48
Real Value
24.59
Upside
MFS Mid is not too volatile asset. MFS Mid Cap secures last-minute Real Value of $20.48 per share. The latest price of the fund is $20.03. At this time the organization appears to be under valued. We determine the value of MFS Mid Cap from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point future time entities prices and their ongoing real values will merge together.

MFS Mid Market Risk Analysis

Sharpe Ratio = -0.1499
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Negative ReturnsMCBVX

MFS Mid Performance Indicators

Estimated Market Risk
 1.37
  actual daily
 
 12 %
of total potential
 
1212
Expected Return
 -0.21
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.15
  actual daily
 
 0 %
of total potential
 
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Based on monthly moving average MFS Mid is performing at about 0% 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 Mid by adding it to a well-diversified portfolio.

MFS Mid Alerts

Equity Alerts and Improvement Suggestions

MFS Mid Cap generates negative expected return over the last 30 days
The fund generated five year return of 0.0%
MFS Mid Cap maintains 97.59% of its assets in stocks
Additionally, see Stocks Correlation. Please also try Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. drill down to check world indexes.
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