Amg Managers Fairpointe Fund Manager Performance Evaluation
| ABMIX Fund | USD 25.78 0.17 0.66% |
The fund shows a Beta (market volatility) of 0.87, which signifies possible diversification benefits within a given portfolio. Amg Managers returns are very sensitive to returns on the market. As the market goes up or down, Amg Managers is expected to follow.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Amg Managers Fairpointe are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Amg Managers may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.8100 |
Amg |
Amg Managers Relative Risk vs. Return Landscape
If you would invest 2,365 in Amg Managers Fairpointe on September 16, 2024 and sell it today you would earn a total of 213.00 from holding Amg Managers Fairpointe or generate 9.01% return on investment over 90 days. Amg Managers Fairpointe is currently producing 0.1354% returns and takes up 0.7341% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Amg, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Amg Managers Current Valuation
Undervalued
Today
Please note that Amg Managers' price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Amg Managers Fairpointe shows a prevailing Real Value of $27.88 per share. The current price of the fund is $25.78. We determine the value of Amg Managers Fairpointe 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 Managers is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Amg Mutual Fund. However, Amg Managers' 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 25.78 | Real 27.88 | Hype 25.78 | Naive 25.56 |
The intrinsic value of Amg Managers' 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 Managers' 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 Managers Fairpointe 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 Managers more accurately as focusing exclusively on Amg Managers' fundamentals will not take into account other important factors: Amg Managers Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Amg Managers' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Amg Managers Fairpointe, and traders can use it to determine the average amount a Amg Managers' 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 = 0.1844
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| Cash | ABMIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Amg Managers is performing at about 14% 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 Managers by adding it to a well-diversified portfolio.
Amg Managers Fundamentals Growth
Amg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Amg Managers, and Amg Managers 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 | 2.12 X | ||||
| Price To Book | 1.56 X | ||||
| Price To Sales | 0.68 X | ||||
| Total Asset | 77.7 M | ||||
About Amg Managers Performance
Evaluating Amg Managers' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Amg Managers 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 Managers 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, plus the amount of any borrowings for investment purposes, in securities of mid-capitalization companies. The adviser currently considers mid-cap companies to be those with market capitalizations at the time of acquisition within the capitalization range of the Russell Midcap Index.Things to note about Amg Managers Fairpointe performance evaluation
Checking the ongoing alerts about Amg Managers for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Amg Managers Fairpointe 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 all of its assets under management (AUM) in equities |
- Analyzing Amg Managers' 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 Managers' stock is overvalued or undervalued compared to its peers.
- Examining Amg Managers' 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 Managers' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Amg Managers' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Amg Managers' mutual fund. These opinions can provide insight into Amg Managers' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Amg Mutual Fund
Amg Managers 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 Managers security.
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