Amer Beacon Ark Fund Manager Performance Evaluation
| ADNPX Fund | USD 15.05 0.38 2.59% |
The fund shows a Beta (market volatility) of 2.15, 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
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Amer Beacon Ark are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Amer Beacon showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of November 2022 | |
| Expense Ratio | 1.3300 |
Amer |
Amer Beacon Relative Risk vs. Return Landscape
If you would invest 1,227 in Amer Beacon Ark on August 26, 2024 and sell it today you would earn a total of 278.00 from holding Amer Beacon Ark or generate 22.66% return on investment over 90 days. Amer Beacon Ark is currently producing 0.3394% returns and takes up 2.2506% volatility of returns over 90 trading days. Put another way, 20% of traded mutual funds are less volatile than Amer, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Amer Beacon Current Valuation
Overvalued
Today
Please note that Amer Beacon's price fluctuation is not too volatile at this time. At this time, the entity appears to be overvalued. Amer Beacon Ark shows a prevailing Real Value of $14.62 per share. The current price of the fund is $15.05. 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 15.05 | Real 14.62 | Hype 15.05 | Naive 14.51 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Amer Beacon's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Amer Beacon Ark, and traders can use it to determine the average amount a Amer Beacon'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 = 0.1508
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ADNPX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.25 actual daily | 20 80% of assets are more volatile |
Expected Return
| 0.34 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Amer Beacon is performing at about 11% 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 Amer Beacon by adding it to a well-diversified portfolio.
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 | 63.95 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 three year return of -23.0% | |
| 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.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |