Aamg Funds Competition

ACWZX Fund

USD 19.67 0.12 0.61%

Aamg Funds Iv competes with Amg Southernsun, Amg Southernsun, Amg Fq, Amg Southernsun, and Amg Southernsun; as well as few others. The fund is listed under Small Growth category and is part of AMG Funds family. Analyzing Aamg Funds competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Aamg Funds to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Aamg Funds Correlation with its peers.

Aamg Funds vs Amg Gwk Correlation

Almost no diversification

The correlation between Aamg Funds Iv and GWEZX is 0.97 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Aamg Funds Iv and GWEZX in the same portfolio, assuming nothing else is changed.

Moving together with Aamg Mutual Fund

0.89	SSEIX	Amg Southernsun Equity	Pair Corr
0.89	SSEFX	Amg Southernsun Equity	Pair Corr
0.94	FQUAX	Amg Fq Long	Pair Corr
0.86	SSSFX	Amg Southernsun Small	Pair Corr
0.86	SSSIX	Amg Southernsun Small	Pair Corr

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Hype

Prediction

Low	Estimated	High
18.04	19.69	21.34

Details

Intrinsic

Valuation

Low	Real	High
17.56	19.21	20.86

Details

Naive

Forecast

Low	Next	High
18.32	19.97	21.63

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
17.27	19.47	21.66

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Aamg Funds. Your research has to be compared to or analyzed against Aamg Funds' peers to derive any actionable benefits. When done correctly, Aamg Funds' competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Aamg Funds Iv.

Aamg Funds Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Aamg Funds and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Aamg and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Aamg Funds Iv does not affect the price movement of the other competitor.

	SSEIX	SSEFX	FQUAX	SSSFX	SSSIX	BRWIX	MMCFX	GWEIX	GWETX	GWEZX
SSEIX		1.0	0.84	1.0	1.0	0.97	0.7	0.92	0.92	0.92	SSEIX
SSEFX	1.0		0.84	1.0	1.0	0.97	0.7	0.92	0.92	0.92	SSEFX
FQUAX	0.84	0.84		0.82	0.82	0.79	0.56	0.97	0.97	0.96	FQUAX
SSSFX	1.0	1.0	0.82		1.0	0.97	0.68	0.91	0.91	0.91	SSSFX
SSSIX	1.0	1.0	0.82	1.0		0.97	0.68	0.91	0.9	0.91	SSSIX
BRWIX	0.97	0.97	0.79	0.97	0.97		0.77	0.88	0.88	0.88	BRWIX
MMCFX	0.7	0.7	0.56	0.68	0.68	0.77		0.68	0.68	0.68	MMCFX
GWEIX	0.92	0.92	0.97	0.91	0.91	0.88	0.68		1.0	1.0	GWEIX
GWETX	0.92	0.92	0.97	0.91	0.9	0.88	0.68	1.0		1.0	GWETX
GWEZX	0.92	0.92	0.96	0.91	0.91	0.88	0.68	1.0	1.0		GWEZX
	SSEIX	SSEFX	FQUAX	SSSFX	SSSIX	BRWIX	MMCFX	GWEIX	GWETX	GWEZX

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Risk-Adjusted Indicators

There is a big difference between Aamg Mutual Fund performing well and Aamg Funds Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Aamg Funds' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SSEIX	1.04	0.29	0.30	0.30	0.52	(1.32)	2.78	(1.60)	9.79
SSEFX	1.05	0.29	0.30	0.30	0.52	(1.36)	2.78	(1.60)	9.80
FQUAX	0.85	0.23	0.26	0.39	0.39	(1.16)	2.11	(1.33)	12.83
SSSFX	1.00	0.28	0.29	0.29	0.55	(1.22)	2.96	(1.43)	7.34
SSSIX	1.00	0.27	0.29	0.29	0.56	(1.21)	2.96	(1.44)	7.06
BRWIX	0.59	0.08	0.08	0.17	0.59	(0.66)	1.17	(1.16)	3.66
MMCFX	0.78	(0.02)	(0.04)	0.04	0.94	(0.82)	1.89	(1.66)	5.05
GWEIX	0.89	0.20	0.21	0.29	0.59	(1.09)	2.24	(1.39)	9.45
GWETX	0.89	0.21	0.22	0.30	0.57	(1.10)	2.23	(1.38)	9.76
GWEZX	0.89	0.20	0.22	0.29	0.57	(1.09)	2.21	(1.36)	9.49

Aamg Funds Competitive Analysis

The better you understand Aamg Funds competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Aamg Funds' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Aamg Funds' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	ACWZX	SSEIX	SSEFX	FQUAX	SSSFX	SSSIX	BRWIX	MMCFX	GWEIX	GWETX
	0.61 19.67 Aamg	0.35 14.52 Amg	0.35 14.50 Amg	0.15 20.21 Amg	0.39 28.38 Amg	0.40 29.80 Amg	1.08 49.61 Amg	0.66 18.19 Amg	1.01 35.85 Amg	1.02 34.55 Amg
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Solid	Solid	Solid	Good	Solid	Solid	Good	Fair	Solid	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Fairly Valued	Under Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Buy	Strong Hold	Strong Buy	Strong Buy
Net Asset	40.69 M	45.95 M	45.95 M	45.97 M	249.51 M	249.51 M	577.2 M	46.07 M	720.19 M	720.19 M
Minimum Initial Investment	N/A	N/A	2 K	2 K	2 K	N/A	2 K	2 K	100 K	N/A
Price To Book	N/A	2.2	2.2	2.33	2.46	2.46	3.74	2.0	3.04	2.8
Five Year Return	N/A	10.54	10.43	13.39	9.78	10.06	2.57	-7.67	5.32	4.95
One Year Return	15.19	20.03	18.69	5.71	20.09	20.43	24.22	18.88	10.47	10.1
Last Dividend Paid	N/A	0.09	0.06	2.56	N/A	0.02	N/A	N/A	0.04	N/A
Price To Earning	N/A	17.2	17.2	18.5	17.88	17.88	25.71	19.4	5.66	5.44
Price To Sales	N/A	0.73	0.73	1.33	0.68	0.68	1.48	1.09	1.95	1.83
Cash Position Weight	N/A	8.6	2.12	N/A	3.32	8.37	0.94	20.19	2.88	3.49
Equity Positions Weight	N/A	91.4	97.88	100.0	96.68	91.63	99.06	79.81	97.12	96.51
Three Year Return	12.33	11.36	10.99	14.77	9.06	9.34	11.31	1.22	9.34	8.95
Annual Yield	N/A	N/A	N/A	0.006	N/A	N/A	0.0073	0.0031	0.0018	N/A
Year To Date Return	6.25	17.68	16.81	3.13	16.95	17.01	6.07	4.59	7.3	7.22
Ten Year Return	N/A	N/A	N/A	9.75	8.18	8.47	9.91	11.24	11.5	11.05
Day Typical Price	19.67	14.52	14.5	20.21	28.38	29.8	49.61	18.19	35.85	34.55
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	0	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	0.12	0.05	0.05	(0.03)	0.11	0.12	0.53	0.12	0.36	0.35
Rate Of Daily Change	1.01	1.0	1.0	1.0	1.0	1.0	1.01	1.01	1.01	1.01
Day Median Price	19.67	14.52	14.5	20.21	28.38	29.8	49.61	18.19	35.85	34.55
Price Action Indicator	0.06	0.025	0.025	(0.01)	0.055	0.06	0.27	0.06	0.18	0.17
Relative Strength Index	44.03	60.17	60.27	44.48	60.67	60.68	62.37	47.6	47.0	47.04
Coefficient Of Variation	509.28	388.46	389.48	549.22	362.41	362.08	555.19	2433.42	498.77	499.83
Mean Deviation	0.9571	1.04	1.05	0.851	1.0	0.9999	0.5931	0.7816	0.8909	0.8942
Jensen Alpha	0.3226	0.2879	0.2875	0.2273	0.2761	0.2732	0.0754	(0.02)	0.2012	0.2059
Total Risk Alpha	0.1617	0.2365	0.2356	0.1315	0.2393	0.2374	0.0578	(0.06)	0.1383	0.1401
Sortino Ratio	0.2657	0.2974	0.2976	0.2637	0.2891	0.2921	0.0761	(0.04)	0.2133	0.2184
Downside Variance	0.8441	1.05	1.04	0.6168	1.04	0.9951	0.5988	1.07	0.8341	0.8278
Standard Deviation	1.65	1.49	1.5	1.58	1.36	1.35	0.774	1.03	1.37	1.4
Kurtosis	23.95	7.7	7.72	29.01	1.52	1.17	1.01	0.6201	11.63	12.9
Potential Upside	1.71	2.78	2.78	2.11	2.96	2.96	1.17	1.89	2.24	2.23
Treynor Ratio	(2.76)	0.3044	0.305	0.3894	0.2895	0.2875	0.1688	0.0446	0.2917	0.2998
Maximum Drawdown	12.31	9.79	9.8	12.83	7.34	7.06	3.66	5.05	9.45	9.76
Variance	2.73	2.23	2.24	2.5	1.85	1.81	0.5991	1.06	1.89	1.95
Market Risk Adjusted Performance	(2.75)	0.3144	0.315	0.3994	0.2995	0.2975	0.1788	0.0546	0.3017	0.3098
Risk Adjusted Performance	0.1551	0.2012	0.2007	0.144	0.2148	0.2149	0.1375	0.0339	0.1573	0.1571
Skewness	3.96	1.88	1.89	4.47	0.8808	0.8099	(0.13)	0.3457	2.46	2.63
Semi Deviation	0.5375	0.5233	0.5186	0.3907	0.5546	0.557	0.5864	0.9432	0.5881	0.5679
Information Ratio	0.1476	0.2035	0.2029	0.1311	0.2167	0.2164	0.0761	(0.04)	0.1419	0.1424
Value At Risk	(1.38)	(1.60)	(1.60)	(1.33)	(1.43)	(1.44)	(1.16)	(1.66)	(1.39)	(1.38)
Expected Short fall	(1.16)	(1.32)	(1.36)	(1.16)	(1.22)	(1.21)	(0.66)	(0.82)	(1.09)	(1.10)
Downside Deviation	0.9187	1.02	1.02	0.7853	1.02	0.9975	0.7738	1.03	0.9133	0.9098
Semi Variance	0.2889	0.2738	0.269	0.1527	0.3076	0.3103	0.3439	0.8896	0.3459	0.3225

Aamg Funds Competition Performance Charts

Five steps to successful analysis of Aamg Funds Competition

Aamg Funds' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Aamg Funds Iv in relation to its competition. Aamg Funds' competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Aamg Funds in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Aamg Funds' competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Aamg Funds Iv, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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Aamg Funds financial ratios help investors to determine whether Aamg 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 Aamg with respect to the benefits of owning Aamg Funds security.

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Aamg Funds Competition

Aamg Funds vs Amg Gwk Correlation

Almost no diversification

Moving together with Aamg Mutual Fund

Specify up to 10 symbols:

Aamg Funds Competition Correlation Matrix

Risk-Adjusted Indicators

Aamg Funds Competitive Analysis

Aamg Funds Competition Performance Charts

Five steps to successful analysis of Aamg Funds Competition

Complement your Aamg Funds position

Did You Try This Idea?

Run Trump Equities Thematic Idea Now

Trump Equities

Other Information on Investing in Aamg Mutual Fund

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