Mkeax Fund Manager Performance Evaluation
| MKEAX Fund | 15.36 0.05 0.33% |
The fund secures a Beta (Market Risk) of -0.0635, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Mkeax are expected to decrease at a much lower rate. During the bear market, Mkeax is likely to outperform the market.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Mkeax are ranked lower than 28 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Mkeax showed solid returns over the last few months and may actually be approaching a breakup point.
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Mkeax Relative Risk vs. Return Landscape
If you would invest 1,213 in Mkeax on April 20, 2025 and sell it today you would earn a total of 323.00 from holding Mkeax or generate 26.63% return on investment over 90 days. Mkeax is currently producing 0.387% returns and takes up 1.0574% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Mkeax, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mkeax Current Valuation
Overvalued
Today
Please note that Mkeax's price fluctuation is very steady at this time. Mkeax secures a last-minute Real Value of USD13.98 per share. The latest price of the fund is USD15.36. Our model forecasts the value of Mkeax from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Mkeax is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mkeax Mutual Fund. However, Mkeax'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 15.36 | Real 13.98 | Hype 15.36 | Naive 15.18 |
The intrinsic value of Mkeax'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 Mkeax'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 Mkeax helps investors to forecast how Mkeax 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 Mkeax more accurately as focusing exclusively on Mkeax's fundamentals will not take into account other important factors: Mkeax Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mkeax's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mkeax, and traders can use it to determine the average amount a Mkeax'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 = 0.3659
| Best Portfolio | Best Equity | |||
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| Small Returns | MKEAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.39 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.37 actual daily | 28 72% of assets perform better |
Based on monthly moving average Mkeax is performing at about 28% 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 Mkeax by adding it to a well-diversified portfolio.
About Mkeax Performance
Evaluating Mkeax's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mkeax 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 Mkeax 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 fund seeks to achieve its investment objective through a fully managed investment policy utilizing global equity securities. For purposes of the funds investment policies, equity securities include common stock, preferred stock, convertible securities, warrants, depositary receipts, and securities and other instruments whose price is linked to the value of common stock. It will, under normal circumstances, invest at least 80 percent of its net assets inequity and equity-related securities. The fund is non-diversified.Things to note about Mkeax performance evaluation
Checking the ongoing alerts about Mkeax for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mkeax 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 all of the assets in different exotic instruments |
- Analyzing Mkeax'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 Mkeax's stock is overvalued or undervalued compared to its peers.
- Examining Mkeax'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 Mkeax's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mkeax's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mkeax's mutual fund. These opinions can provide insight into Mkeax's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mkeax Mutual Fund
Mkeax financial ratios help investors to determine whether Mkeax 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 Mkeax with respect to the benefits of owning Mkeax security.
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