Mexico Closed Fund Manager Performance Evaluation
| MXF Fund | USD 14.09 0.20 1.44% |
The fund secures a Beta (Market Risk) of 0.25, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mexico Closed's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mexico Closed is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Mexico Closed has generated negative risk-adjusted returns adding no value to fund investors. Despite latest weak performance, the Fund's basic indicators remain stable and the current disturbance on Wall Street may also be a sign of long-run gains for the mutual fund stockholders.
...more1 | Learn to Evaluate using the Charts - Stock Traders Daily | 09/25/2024 |
2 | MXF stock touches 52-week low at 13.85 amid market challenges - Investing.com | 11/01/2024 |
| Expense Ratio | 1.0300 |
Mexico |
Mexico Closed Relative Risk vs. Return Landscape
If you would invest 1,519 in Mexico Closed on September 17, 2024 and sell it today you would lose (110.00) from holding Mexico Closed or give up 7.24% of portfolio value over 90 days. Mexico Closed is generating negative expected returns assuming volatility of 1.2088% on return distribution over 90 days investment horizon. In other words, 10% of funds are less volatile than Mexico, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Mexico Closed Current Valuation
Fairly Valued
Today
Please note that Mexico Closed's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mexico Closed secures a last-minute Real Value of $14.11 per share. The latest price of the fund is $14.09. We determine the value of Mexico Closed from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend locking in undervalued funds and disposing overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
The fair value of the Mexico fund is determined by what a typical buyer is willing to pay for full or partial control of Mexico Closed. Since Mexico Closed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mexico Fund. However, Mexico Closed'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 14.09 | Real 14.11 | Hype 14.07 |
The real value of Mexico Fund, also known as its intrinsic value, is the underlying worth of Mexico Closed Fund, which is reflected in its stock price. It is based on Mexico Closed's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Mexico Closed'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, or news.
Estimating the potential upside or downside of Mexico Closed helps investors to forecast how Mexico 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 Mexico Closed more accurately as focusing exclusively on Mexico Closed's fundamentals will not take into account other important factors: Mexico Closed Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mexico Closed's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Mexico Closed, and traders can use it to determine the average amount a Mexico Closed'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 = -0.0912
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MXF |
Estimated Market Risk
| 1.21 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Mexico Closed 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 Mexico Closed by adding Mexico Closed to a well-diversified portfolio.
Mexico Closed Fundamentals Growth
Mexico Fund prices reflect investors' perceptions of the future prospects and financial health of Mexico Closed, and Mexico Closed 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 Mexico Fund performance.
| Return On Equity | 8.69 | ||||
| Return On Asset | 1.13 | ||||
| Profit Margin | 272.89 % | ||||
| Operating Margin | 56.69 % | ||||
| Current Valuation | 211.42 M | ||||
| Shares Outstanding | 15.01 M | ||||
| Price To Earning | 10.17 X | ||||
| Price To Book | 1.22 X | ||||
| Price To Sales | 28.10 X | ||||
| Revenue | 8.22 M | ||||
| Cash And Equivalents | 114.46 K | ||||
| Cash Per Share | 0.01 X | ||||
| Book Value Per Share | 12.66 X | ||||
| Earnings Per Share | (2.27) X | ||||
| Total Asset | 354.86 M | ||||
| Retained Earnings | (27.44 M) | ||||
About Mexico Closed Performance
By analyzing Mexico Closed's fundamental ratios, stakeholders can gain valuable insights into Mexico Closed's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Mexico Closed 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 Mexico Closed has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The Mexico Fund, Inc. is a closed-ended equity mutual fund launched and managed by Impulsora del Fondo Mxico, S.C. It primarily invests in public equity markets of Mexico. The fund seeks to invest its portfolio across diversified sectors. The Mexico Fund, Inc. was formed in June 01, 1981 and is domiciled in Maryland, United States.Things to note about Mexico Closed performance evaluation
Checking the ongoing alerts about Mexico Closed for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Mexico Closed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mexico Closed generated a negative expected return over the last 90 days |
- Analyzing Mexico Closed'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 Mexico Closed's stock is overvalued or undervalued compared to its peers.
- Examining Mexico Closed'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 Mexico Closed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mexico Closed's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Mexico Closed's fund. These opinions can provide insight into Mexico Closed's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mexico Fund
Mexico Closed financial ratios help investors to determine whether Mexico 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 Mexico with respect to the benefits of owning Mexico Closed security.
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