Mainstay Servative Allocation Manager Performance

MCKBXDelisted Fund  USD 11.83  0.00  0.00%   
The fund secures a Beta (Market Risk) of -0.0113, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Mainstay Servative are expected to decrease at a much lower rate. During the bear market, Mainstay Servative is likely to outperform the market.

Risk-Adjusted Performance

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Weak
 
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Over the last 90 days Mainstay Servative Allocation has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental drivers, Mainstay Servative is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date28th of February 2023
Expense Ratio1.7600
  

Mainstay Servative Relative Risk vs. Return Landscape

If you would invest  1,183  in Mainstay Servative Allocation on April 28, 2025 and sell it today you would earn a total of  0.00  from holding Mainstay Servative Allocation or generate 0.0% return on investment over 90 days. Mainstay Servative Allocation is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Mainstay, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  

Mainstay Servative Current Valuation

Overvalued
Today
11.83
Please note that Mainstay Servative's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Mainstay Servative secures a last-minute Real Value of $10.94 per share. The latest price of the fund is $11.83. We determine the value of Mainstay Servative 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 Mainstay Servative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mainstay Mutual Fund. However, Mainstay Servative'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  11.83 Real  10.94 Hype  11.83 Naive  11.81
The intrinsic value of Mainstay Servative'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 Mainstay Servative'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.
10.94
Real Value
13.01
Upside
Estimating the potential upside or downside of Mainstay Servative Allocation helps investors to forecast how Mainstay 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 Mainstay Servative more accurately as focusing exclusively on Mainstay Servative's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
11.5211.7311.95
Details
Hype
Prediction
LowEstimatedHigh
11.8311.8311.83
Details
Naive
Forecast
LowNext ValueHigh
11.8111.8111.81
Details

Mainstay Servative Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Mainstay Servative's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mainstay Servative Allocation, and traders can use it to determine the average amount a Mainstay Servative'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 = 0.0

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Based on monthly moving average Mainstay Servative 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 Mainstay Servative by adding Mainstay Servative to a well-diversified portfolio.

Mainstay Servative Fundamentals Growth

Mainstay Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mainstay Servative, and Mainstay Servative 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 Mainstay Mutual Fund performance.

About Mainstay Servative Performance

Evaluating Mainstay Servative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mainstay Servative 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 Mainstay Servative 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 current income and, secondarily, long-term growth of capital. Mainstay Conservative is traded on NASDAQ Exchange in the United States.

Things to note about Mainstay Servative performance evaluation

Checking the ongoing alerts about Mainstay Servative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mainstay Servative help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Mainstay Servative is not yet fully synchronised with the market data
Mainstay Servative has a very high chance of going through financial distress in the upcoming years
Latest headline from news.google.com: West Dallas and Joppa residents launch The Toxic Twins Fund the Fund Campaign - Dallas News
Evaluating Mainstay Servative's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mainstay Servative's mutual fund performance include:
  • Analyzing Mainstay Servative'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 Mainstay Servative's stock is overvalued or undervalued compared to its peers.
  • Examining Mainstay Servative'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 Mainstay Servative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mainstay Servative's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Mainstay Servative's mutual fund. These opinions can provide insight into Mainstay Servative's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Mainstay Servative's mutual fund performance is not an exact science, and many factors can impact Mainstay Servative's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics.
You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

Other Consideration for investing in Mainstay Mutual Fund

If you are still planning to invest in Mainstay Servative check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Mainstay Servative's history and understand the potential risks before investing.
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