Amg Gwk Small Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 1.02, which signifies a somewhat significant risk relative to the market. Amg Gwk returns are very sensitive to returns on the market. As the market goes up or down, Amg Gwk is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Amg Gwk Small are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Amg Gwk showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 0.9500 |
Amg |
Amg Gwk Relative Risk vs. Return Landscape
If you would invest 2,977 in Amg Gwk Small on October 8, 2025 and sell it today you would earn a total of 450.00 from holding Amg Gwk Small or generate 15.12% return on investment over 90 days. Amg Gwk Small is currently producing 0.2374% returns and takes up 1.4458% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Amg, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Amg Gwk Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Amg Gwk's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Amg Gwk Small, and traders can use it to determine the average amount a Amg Gwk'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 = 0.1642
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| Small Returns | GWEIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Amg Gwk is performing at about 13% 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 Amg Gwk by adding it to a well-diversified portfolio.
Amg Gwk Fundamentals Growth
Amg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Amg Gwk, and Amg Gwk 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 Amg Mutual Fund performance.
| Price To Earning | 5.66 X | ||||
| Price To Book | 3.04 X | ||||
| Price To Sales | 1.95 X | ||||
| Total Asset | 503.89 M | ||||
About Amg Gwk Performance
Evaluating Amg Gwk's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Amg Gwk 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 Amg Gwk 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.
The investment seeks to provide investors with long-term capital appreciation. Amg GWK is traded on NASDAQ Exchange in the United States.Things to note about Amg Gwk Small performance evaluation
Checking the ongoing alerts about Amg Gwk for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Amg Gwk Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Amg Gwk Small is not yet fully synchronised with the market data | |
| The fund retains 97.12% of its assets under management (AUM) in equities |
- Analyzing Amg Gwk'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 Amg Gwk's stock is overvalued or undervalued compared to its peers.
- Examining Amg Gwk'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 Amg Gwk's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Amg Gwk's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Amg Gwk's mutual fund. These opinions can provide insight into Amg Gwk's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Amg Mutual Fund
Amg Gwk financial ratios help investors to determine whether Amg 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 Amg with respect to the benefits of owning Amg Gwk security.
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