Aamg Funds Iv Fund Manager Performance Evaluation
| ACWZX Fund | USD 19.60 0.06 0.31% |
The fund shows a Beta (market volatility) of 1.22, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Aamg Funds will likely underperform.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Aamg Funds Iv are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Aamg Funds may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.8200 |
Aamg |
Aamg Funds Relative Risk vs. Return Landscape
If you would invest 1,761 in Aamg Funds Iv on September 2, 2024 and sell it today you would earn a total of 199.00 from holding Aamg Funds Iv or generate 11.3% return on investment over 90 days. Aamg Funds Iv is currently producing 0.1728% returns and takes up 1.0488% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Aamg, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aamg Funds Current Valuation
Fairly Valued
Today
Please note that Aamg Funds' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Aamg Funds Iv shows a prevailing Real Value of $19.32 per share. The current price of the fund is $19.6. We determine the value of Aamg Funds Iv from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Aamg Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aamg Mutual Fund. However, Aamg Funds' 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 19.6 | Real 19.32 | Hype 19.6 | Naive 19.71 |
The intrinsic value of Aamg Funds' 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 Aamg Funds' 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 Aamg Funds Iv helps investors to forecast how Aamg 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 Aamg Funds more accurately as focusing exclusively on Aamg Funds' fundamentals will not take into account other important factors: Aamg Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aamg Funds' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aamg Funds Iv, and traders can use it to determine the average amount a Aamg Funds' 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 = 0.1648
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ACWZX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Aamg Funds is performing at about 12% 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 Aamg Funds by adding it to a well-diversified portfolio.
Aamg Funds Fundamentals Growth
Aamg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aamg Funds, and Aamg Funds fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Aamg Mutual Fund performance.
About Aamg Funds Performance
Evaluating Aamg Funds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aamg Funds 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 Aamg Funds 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-capitalization companies. The manager currently defines small- and mid-capitalization companies to be those with market capitalizations at the time of purchase within the range of capitalizations of companies in the Russell 2500 Growth Index. The subadviser seeks to identify quality companies with growth oriented characteristics.Things to note about Aamg Funds Iv performance evaluation
Checking the ongoing alerts about Aamg Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aamg Funds Iv help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Aamg Funds' 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 Aamg Funds' stock is overvalued or undervalued compared to its peers.
- Examining Aamg Funds' 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 Aamg Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aamg Funds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aamg Funds' mutual fund. These opinions can provide insight into Aamg Funds' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aamg Mutual Fund
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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