Mfs Moderate Allocation Fund Market Value
| MMACX Fund | USD 19.87 0.01 0.05% |
| Symbol | Mfs |
Mfs Moderate 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Mfs Moderate's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Mfs Moderate.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Mfs Moderate on October 31, 2025 and sell it all today you would earn a total of 0.00 from holding Mfs Moderate Allocation or generate 0.0% return on investment in Mfs Moderate over 90 days. Mfs Moderate is related to or competes with Mfs Growth, Tiaa-cref Lifecycle, Gabelli Equity, Putnam Multi, American Funds, Real Estate, and Hartford Schroders. The investment seeks a high level of total return consistent with a moderate level of risk relative to the other MFS Ass... More
Mfs Moderate Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Mfs Moderate's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Mfs Moderate Allocation upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.4551 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 1.76 | |||
| Value At Risk | (0.67) | |||
| Potential Upside | 0.6646 |
Mfs Moderate Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mfs Moderate's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Mfs Moderate's standard deviation. In reality, there are many statistical measures that can use Mfs Moderate historical prices to predict the future Mfs Moderate's volatility.| Risk Adjusted Performance | 0.0908 | |||
| Jensen Alpha | 0.0218 | |||
| Total Risk Alpha | 0.0162 | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.1006 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Mfs Moderate's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Mfs Moderate January 29, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0908 | |||
| Market Risk Adjusted Performance | 0.1106 | |||
| Mean Deviation | 0.3147 | |||
| Semi Deviation | 0.2831 | |||
| Downside Deviation | 0.4551 | |||
| Coefficient Of Variation | 733.36 | |||
| Standard Deviation | 0.3995 | |||
| Variance | 0.1596 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | 0.0218 | |||
| Total Risk Alpha | 0.0162 | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.1006 | |||
| Maximum Drawdown | 1.76 | |||
| Value At Risk | (0.67) | |||
| Potential Upside | 0.6646 | |||
| Downside Variance | 0.2071 | |||
| Semi Variance | 0.0802 | |||
| Expected Short fall | (0.34) | |||
| Skewness | (0.40) | |||
| Kurtosis | (0.14) |
Mfs Moderate Allocation Backtested Returns
At this stage we consider Mfs Mutual Fund to be very steady. Mfs Moderate Allocation has Sharpe Ratio of 0.14, which conveys that the entity had a 0.14 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Mfs Moderate, which you can use to evaluate the volatility of the fund. Please verify Mfs Moderate's Mean Deviation of 0.3147, downside deviation of 0.4551, and Risk Adjusted Performance of 0.0908 to check out if the risk estimate we provide is consistent with the expected return of 0.0545%. The fund secures a Beta (Market Risk) of 0.44, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mfs Moderate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mfs Moderate is expected to be smaller as well.
Auto-correlation | 0.48 |
Average predictability
Mfs Moderate Allocation has average predictability. Overlapping area represents the amount of predictability between Mfs Moderate time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Mfs Moderate Allocation price movement. The serial correlation of 0.48 indicates that about 48.0% of current Mfs Moderate price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.48 | |
| Spearman Rank Test | 0.52 | |
| Residual Average | 0.0 | |
| Price Variance | 0.03 |
Also Currently Popular
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.| VTI | Vanguard Total Stock | |
| RIOT | Riot Blockchain | |
| TSLA | Tesla Inc |
Other Information on Investing in Mfs Mutual Fund
Mfs Moderate 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 Moderate security.
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |