Amer Beacon Ark Fund Manager Performance Evaluation
| ADNPX Fund | USD 19.15 0.31 1.65% |
The fund shows a Beta (market volatility) of 1.69, 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, Amer Beacon will likely underperform.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Amer Beacon Ark has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Amer Beacon is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 3rd of November 2025 | |
| Expense Ratio | 1.3800 |
Amer |
Amer Beacon Relative Risk vs. Return Landscape
If you would invest 1,924 in Amer Beacon Ark on November 20, 2025 and sell it today you would lose (9.00) from holding Amer Beacon Ark or give up 0.47% of portfolio value over 90 days. Amer Beacon Ark is currently producing 0.0149% returns and takes up 2.1534% volatility of returns over 90 trading days. Put another way, 19% of traded mutual funds are less volatile than Amer, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Amer Beacon Current Valuation
Fairly Valued
Today
Please note that Amer Beacon's price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. Amer Beacon Ark shows a prevailing Real Value of $19.14 per share. The current price of the fund is $19.15. We determine the value of Amer Beacon Ark 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 Amer Beacon is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Amer Mutual Fund. However, Amer Beacon's 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 19.15 | Real 19.14 | Hype 18.84 |
The intrinsic value of Amer Beacon's 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 Amer Beacon's 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 Amer Beacon Ark helps investors to forecast how Amer 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 Amer Beacon more accurately as focusing exclusively on Amer Beacon's fundamentals will not take into account other important factors: Amer Beacon Target Price Odds to finish over Current Price
The tendency of Amer Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 19.15 | 90 days | 19.15 | under 95 |
Based on a normal probability distribution, the odds of Amer Beacon to move above the current price in 90 days from now is under 95 (This Amer Beacon Ark probability density function shows the probability of Amer Mutual Fund to fall within a particular range of prices over 90 days) .
Amer Beacon Price Density |
| Price |
Predictive Modules for Amer Beacon
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Amer Beacon Ark. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Amer Beacon Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Amer Beacon is not an exception. The market had few large corrections towards the Amer Beacon's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Amer Beacon Ark, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Amer Beacon within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.29 | |
β | Beta against Dow Jones | 1.69 | |
σ | Overall volatility | 1.10 | |
Ir | Information ratio | -0.12 |
Amer Beacon Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Amer Beacon for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Amer Beacon Ark can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund generated five year return of -14.0% | |
| Amer Beacon Ark holds 96.93% of its assets under management (AUM) in equities |
Amer Beacon Fundamentals Growth
Amer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Amer Beacon, and Amer Beacon 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 Amer Mutual Fund performance.
| Total Asset | 50.8 M | ||||
About Amer Beacon Performance
Evaluating Amer Beacon's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Amer Beacon 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 Amer Beacon 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, substantially all of the funds assets are invested in a portfolio of equity securities including common stocks and other equity investments or ownership interests in business enterprises that are relevant to the funds investment theme of transformational innovation. The funds investments in foreign equity securities are principally in developed markets. It invests in American Depositary Receipts and securities sold on foreign exchanges and securities denominated in foreign currencies when purchasing foreign equities. The fund is non-diversified.Things to note about Amer Beacon Ark performance evaluation
Checking the ongoing alerts about Amer Beacon for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Amer Beacon Ark help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated five year return of -14.0% | |
| Amer Beacon Ark holds 96.93% of its assets under management (AUM) in equities |
- Analyzing Amer Beacon'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 Amer Beacon's stock is overvalued or undervalued compared to its peers.
- Examining Amer Beacon'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 Amer Beacon's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Amer Beacon's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Amer Beacon's mutual fund. These opinions can provide insight into Amer Beacon's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Amer Mutual Fund
Amer Beacon financial ratios help investors to determine whether Amer 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 Amer with respect to the benefits of owning Amer Beacon security.
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