Mfs Value 529 Fund Manager Performance Evaluation
| MVAAX Fund | USD 35.33 0.11 0.31% |
The fund secures a Beta (Market Risk) of 0.56, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mfs Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Value is expected to be smaller as well.
Risk-Adjusted Performance
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Mfs Value 529 are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Mfs Value is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
Mfs |
Mfs Value Relative Risk vs. Return Landscape
If you would invest 3,479 in Mfs Value 529 on May 15, 2025 and sell it today you would earn a total of 54.00 from holding Mfs Value 529 or generate 1.55% return on investment over 90 days. Mfs Value 529 is currently producing 0.0271% returns and takes up 0.6104% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Mfs, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mfs Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mfs Value 529, and traders can use it to determine the average amount a Mfs Value'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 = 0.0444
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MVAAX |
Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Mfs Value is performing at about 3% 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 Mfs Value by adding it to a well-diversified portfolio.
About Mfs Value Performance
Evaluating Mfs Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mfs Value 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 Mfs Value 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.
Things to note about Mfs Value 529 performance evaluation
Checking the ongoing alerts about Mfs Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mfs Value 529 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Mfs Value's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mfs Value's mutual fund performance include:- Analyzing Mfs Value'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 Mfs Value's stock is overvalued or undervalued compared to its peers.
- Examining Mfs Value'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 Mfs Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mfs Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mfs Value's mutual fund. These opinions can provide insight into Mfs Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Mfs Mutual Fund
Mfs Value 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 Value security.
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