M Large Cap Fund Manager Performance Evaluation
| MTCGX Fund | USD 36.45 0.08 0.22% |
The entity secures a Beta (Market Risk) of 1.09, which conveys a somewhat significant risk relative to the market. M Large returns are very sensitive to returns on the market. As the market goes up or down, M Large is expected to follow.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in M Large Cap are ranked lower than 29 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, M Large showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.0400 |
MTCGX |
M Large Relative Risk vs. Return Landscape
If you would invest 2,905 in M Large Cap on April 23, 2025 and sell it today you would earn a total of 740.00 from holding M Large Cap or generate 25.47% return on investment over 90 days. M Large Cap is currently producing 0.3778% returns and takes up 1.0216% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than MTCGX, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
M Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for M Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as M Large Cap, and traders can use it to determine the average amount a M Large'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 = 0.3698
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MTCGX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.02 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.38 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.37 actual daily | 29 71% of assets perform better |
Based on monthly moving average M Large is performing at about 29% 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 M Large by adding it to a well-diversified portfolio.
About M Large Performance
Evaluating M Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if M Large 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 M Large 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.
M Large is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about M Large Cap performance evaluation
Checking the ongoing alerts about M Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for M Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating M Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate M Large's mutual fund performance include:- Analyzing M Large'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 M Large's stock is overvalued or undervalued compared to its peers.
- Examining M Large'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 M Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of M Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of M Large's mutual fund. These opinions can provide insight into M Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in MTCGX Mutual Fund
M Large financial ratios help investors to determine whether MTCGX 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 MTCGX with respect to the benefits of owning M Large security.
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