Amer Beacon Garcia Fund Manager Performance Evaluation
| GHQIX Fund | USD 8.64 0.04 0.47% |
The fund shows a Beta (market volatility) of -0.0978, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Amer Beacon are expected to decrease at a much lower rate. During the bear market, Amer Beacon is likely to outperform the market.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Amer Beacon Garcia has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Amer Beacon is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.4500 |
Amer |
Amer Beacon Relative Risk vs. Return Landscape
If you would invest 882.00 in Amer Beacon Garcia on August 31, 2024 and sell it today you would lose (18.00) from holding Amer Beacon Garcia or give up 2.04% of portfolio value over 90 days. Amer Beacon Garcia is currently producing negative expected returns and takes up 0.3997% volatility of returns over 90 trading days. Put another way, 3% 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
Overvalued
Today
Please note that Amer Beacon's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Amer Beacon Garcia shows a prevailing Real Value of $8.23 per share. The current price of the fund is $8.64. We determine the value of Amer Beacon Garcia 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 8.64 | Real 8.23 | Hype 8.64 |
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 Garcia 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 Garcia, 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 = -0.0799
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| Negative Returns | GHQIX |
Estimated Market Risk
| 0.4 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Amer Beacon is not performing at its full potential. However, 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 Amer Beacon 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 | 382.25 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.
The fund invests at least 80 percent of its net assets in investment grade bonds. The types of investment grade debt securities that the fund primarily invests in include obligations of the U.S. government, its agencies and instrumentalities, including U.S. government-sponsored enterprises corporate bonds, debentures, and mortgage-backed and mortgage-related securities, including mortgage pass-through securities. It maintains a weighted average duration of zero to seven years.Things to note about Amer Beacon Garcia 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 Garcia help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Amer Beacon Garcia generated a negative expected return over the last 90 days | |
| Amer Beacon Garcia generated five year return of 0.0% | |
| This fund retains about 95.79% of its assets under management (AUM) in fixed income securities |
- 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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