Mfs Modity Strategy Fund Five Year Return
| MCSAX Fund | USD 3.74 0.01 0.27% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Mfs Modity's long-term financial health and intrinsic value.
Mfs |
Mfs Modity Strategy Mutual Fund Five Year Return Analysis
Mfs Modity's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Mfs Modity Five Year Return | 12.12 % |
Most of Mfs Modity's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Mfs Modity Strategy is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Mfs Modity Strategy has a Five Year Return of 12.121%. This is much higher than that of the MFS family and significantly higher than that of the Commodities Broad Basket category. The five year return for all United States funds is notably lower than that of the firm.
Mfs Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Mfs Modity's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Mfs Modity could also be used in its relative valuation, which is a method of valuing Mfs Modity by comparing valuation metrics of similar companies.Mfs Modity is currently under evaluation in five year return among similar funds.
Mfs Fundamentals
| Total Asset | 11.57 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 8.22 % | ||||
| One Year Return | 12.47 % | ||||
| Three Year Return | 0.03 % | ||||
| Five Year Return | 12.12 % | ||||
| Net Asset | 766.64 M | ||||
| Last Dividend Paid | 0.04 | ||||
| Cash Position Weight | (102.84) % | ||||
| Bond Positions Weight | 17.17 % |
About Mfs Modity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Mfs Modity Strategy's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mfs Modity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mfs Modity Strategy based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Mfs Mutual Fund
Mfs Modity 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 Modity security.
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