Amg Yacktman Special Fund Manager Performance Evaluation
| YASLX Fund | USD 10.01 0.05 0.50% |
The fund shows a Beta (market volatility) of 0.24, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Amg Yacktman's returns are expected to increase less than the market. However, during the bear market, the loss of holding Amg Yacktman is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Amg Yacktman Special has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Amg Yacktman is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.0300 |
Amg |
Amg Yacktman Relative Risk vs. Return Landscape
If you would invest 1,053 in Amg Yacktman Special on November 3, 2024 and sell it today you would lose (52.00) from holding Amg Yacktman Special or give up 4.94% of portfolio value over 90 days. Amg Yacktman Special is currently producing negative expected returns and takes up 0.9681% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Amg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Amg Yacktman Current Valuation
Fairly Valued
Today
Please note that Amg Yacktman's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Amg Yacktman Special shows a prevailing Real Value of $10.09 per share. The current price of the fund is $10.01. We determine the value of Amg Yacktman Special 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 Amg Yacktman is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Amg Mutual Fund. However, Amg Yacktman'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 10.01 | Real 10.09 | Hype 10.01 | Naive 9.93 |
The intrinsic value of Amg Yacktman'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 Amg Yacktman'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 Amg Yacktman Special helps investors to forecast how Amg 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 Amg Yacktman more accurately as focusing exclusively on Amg Yacktman's fundamentals will not take into account other important factors: Amg Yacktman Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Amg Yacktman's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Amg Yacktman Special, and traders can use it to determine the average amount a Amg Yacktman'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 = -0.0823
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | YASLX |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.08 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 Amg Yacktman 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 Amg Yacktman by adding Amg Yacktman to a well-diversified portfolio.
Amg Yacktman Fundamentals Growth
Amg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Amg Yacktman, and Amg Yacktman 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 | 12.24 X | ||||
| Price To Book | 0.89 X | ||||
| Price To Sales | 0.54 X | ||||
| Total Asset | 71.38 M | ||||
About Amg Yacktman Performance
Evaluating Amg Yacktman's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Amg Yacktman 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 Yacktman 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 funds investment strategy consists of purchasing securities where the Subadviser believes the current market price offers a meaningful discount to intrinsic value . It invests primarily in domestic and foreign equity securities, including emerging market securities, of any market capitalization range. The fund, however, may also invest in domestic and foreign debt securities. It is non-diversified.Things to note about Amg Yacktman Special performance evaluation
Checking the ongoing alerts about Amg Yacktman for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Amg Yacktman Special help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Amg Yacktman Special generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Amg Yacktman Special keeps about 5.1% of its net assets in cash |
- Analyzing Amg Yacktman'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 Yacktman's stock is overvalued or undervalued compared to its peers.
- Examining Amg Yacktman'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 Yacktman's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Amg Yacktman's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Amg Yacktman's mutual fund. These opinions can provide insight into Amg Yacktman's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Amg Mutual Fund
Amg Yacktman 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 Yacktman security.
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