Beck Mack Oliver Fund Manager Performance Evaluation

BMPEX Fund  USD 27.49  0.07  0.25%   
The fund shows a Beta (market volatility) of 1.03, which signifies a somewhat significant risk relative to the market. Beck Mack returns are very sensitive to returns on the market. As the market goes up or down, Beck Mack is expected to follow.

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Beck Mack Oliver are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Beck Mack is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date1st of August 2025
Expense Ratio1.0000
  

Beck Mack Relative Risk vs. Return Landscape

If you would invest  2,701  in Beck Mack Oliver on November 13, 2025 and sell it today you would earn a total of  48.00  from holding Beck Mack Oliver or generate 1.78% return on investment over 90 days. Beck Mack Oliver is currently producing 0.034% returns and takes up 0.9716% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Beck, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Beck Mack is expected to generate 2.83 times less return on investment than the market. In addition to that, the company is 1.25 times more volatile than its market benchmark. It trades about 0.03 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 per unit of volatility.

Beck Mack Current Valuation

Fairly Valued
Today
27.49
Please note that Beck Mack's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Beck Mack Oliver shows a prevailing Real Value of $27.54 per share. The current price of the fund is $27.49. We determine the value of Beck Mack Oliver 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 Beck Mack is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Beck Mutual Fund. However, Beck Mack'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  27.49 Real  27.54 Hype  27.49
The intrinsic value of Beck Mack'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 Beck Mack'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.
27.54
Real Value
28.51
Upside
Estimating the potential upside or downside of Beck Mack Oliver helps investors to forecast how Beck 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 Beck Mack more accurately as focusing exclusively on Beck Mack's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
26.5227.4928.46
Details
Below is the normalized historical share price chart for Beck Mack Oliver extending back to December 01, 2009. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Beck Mack stands at 27.49, as last reported on the 11th of February 2026, with the highest price reaching 27.49 and the lowest price hitting 27.49 during the day.
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Beck Mack Target Price Odds to finish over Current Price

The tendency of Beck 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 PriceHorizonTarget PriceOdds to move above the current price in 90 days
 27.49 90 days 27.49 
about 78.81
Based on a normal probability distribution, the odds of Beck Mack to move above the current price in 90 days from now is about 78.81 (This Beck Mack Oliver probability density function shows the probability of Beck Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.03 suggesting Beck Mack Oliver market returns are sensitive to returns on the market. As the market goes up or down, Beck Mack is expected to follow. Additionally Beck Mack Oliver has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   Beck Mack Price Density   
       Price  

Predictive Modules for Beck Mack

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Beck Mack Oliver. 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.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Beck Mack's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
26.5227.4928.46
Details
Intrinsic
Valuation
LowRealHigh
26.5727.5428.51
Details

Beck Mack Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Beck Mack is not an exception. The market had few large corrections towards the Beck Mack'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 Beck Mack Oliver, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Beck Mack within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.08
β
Beta against Dow Jones1.03
σ
Overall volatility
0.55
Ir
Information ratio -0.07

Beck Mack 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 Beck Mack for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Beck Mack Oliver 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 holds 98.42% of its assets under management (AUM) in equities

Beck Mack Fundamentals Growth

Beck Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Beck Mack, and Beck Mack 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 Beck Mutual Fund performance.

About Beck Mack Performance

Evaluating Beck Mack's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Beck Mack 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 Beck Mack 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 fund invests primarily in a portfolio of common stocks and securities convertible into or exercisable for common stocks issued by companies of any size, but it may also invest in preferred stocks and fixed, variable and floating rate fixed-income securities such as investment grade notes, bonds and debentures. The fund is non-diversified.

Things to note about Beck Mack Oliver performance evaluation

Checking the ongoing alerts about Beck Mack for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Beck Mack Oliver 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 98.42% of its assets under management (AUM) in equities
Evaluating Beck Mack's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Beck Mack's mutual fund performance include:
  • Analyzing Beck Mack'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 Beck Mack's stock is overvalued or undervalued compared to its peers.
  • Examining Beck Mack'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 Beck Mack's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Beck Mack's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Beck Mack's mutual fund. These opinions can provide insight into Beck Mack's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Beck Mack's mutual fund performance is not an exact science, and many factors can impact Beck Mack's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Beck Mutual Fund

Beck Mack financial ratios help investors to determine whether Beck 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 Beck with respect to the benefits of owning Beck Mack security.
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