American Beacon Stephens Fund Manager Performance Evaluation
| SFMIX Fund | USD 42.36 0.02 0.05% |
The fund shows a Beta (market volatility) of 1.0, which signifies possible diversification benefits within a given portfolio. American Beacon returns are very sensitive to returns on the market. As the market goes up or down, American Beacon is expected to follow.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in American Beacon Stephens are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, American Beacon showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.9000 |
American |
American Beacon Relative Risk vs. Return Landscape
If you would invest 3,717 in American Beacon Stephens on August 28, 2024 and sell it today you would earn a total of 517.00 from holding American Beacon Stephens or generate 13.91% return on investment over 90 days. American Beacon Stephens is currently producing 0.2076% returns and takes up 0.8953% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than American, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
American Beacon Current Valuation
Undervalued
Today
Please note that American Beacon's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. American Beacon Stephens shows a prevailing Real Value of $44.23 per share. The current price of the fund is $42.36. We determine the value of American Beacon Stephens 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 American Beacon is currently traded on the exchange, buyers and sellers on that exchange determine the market value of American Mutual Fund. However, American 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 42.36 | Real 44.23 | Hype 42.36 |
The intrinsic value of American 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 American 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 American Beacon Stephens helps investors to forecast how American 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 American Beacon more accurately as focusing exclusively on American Beacon's fundamentals will not take into account other important factors: American Beacon Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for American Beacon's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as American Beacon Stephens, and traders can use it to determine the average amount a American 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 = 0.2319
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | SFMIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.9 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 18 82% of assets perform better |
Based on monthly moving average American Beacon is performing at about 18% 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 American Beacon by adding it to a well-diversified portfolio.
American Beacon Fundamentals Growth
American Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of American Beacon, and American 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 American Mutual Fund performance.
| Price To Earning | 29.78 X | ||||
| Price To Book | 4.28 X | ||||
| Price To Sales | 3.01 X | ||||
| Total Asset | 775.14 M | ||||
About American Beacon Performance
Evaluating American Beacon's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if American 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 American 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, the fund invests at least 80 percent of its net assets in equity securities of medium capitalization companies. The funds manager considers a company to be a medium capitalization company if it has a market capitalization , at the time of investment, between 1 billion and the market capitalization of the largest company in the Russell Midcap Index.Things to note about American Beacon Stephens performance evaluation
Checking the ongoing alerts about American Beacon for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for American Beacon Stephens help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating American Beacon's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate American Beacon's mutual fund performance include:- Analyzing American 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 American Beacon's stock is overvalued or undervalued compared to its peers.
- Examining American 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 American Beacon's management team can have a significant impact on its success or failure. Reviewing the track record and experience of American Beacon's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of American Beacon's mutual fund. These opinions can provide insight into American Beacon's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in American Mutual Fund
American Beacon financial ratios help investors to determine whether American 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 American with respect to the benefits of owning American Beacon security.
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