Aamg Funds Iv Fund Manager Performance Evaluation
| ACWZX Fund | USD 16.66 0.38 2.33% |
The fund shows a Beta (market volatility) of 0.92, which signifies possible diversification benefits within a given portfolio. Aamg Funds returns are very sensitive to returns on the market. As the market goes up or down, Aamg Funds is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Aamg Funds Iv has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...moreAamg |
Aamg Funds Relative Risk vs. Return Landscape
If you would invest 1,872 in Aamg Funds Iv on December 17, 2024 and sell it today you would lose (206.00) from holding Aamg Funds Iv or give up 11.0% of portfolio value over 90 days. Aamg Funds Iv is currently producing negative expected returns and takes up 1.1964% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Aamg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aamg Funds Current Valuation
Fairly Valued
Today
Please note that Aamg Funds' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Aamg Funds Iv shows a prevailing Real Value of $16.93 per share. The current price of the fund is $16.66. We determine the value of Aamg Funds Iv 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 Aamg Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aamg Mutual Fund. However, Aamg Funds' 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 16.66 | Real 16.93 | Hype 16.66 | Naive 16.36 |
The intrinsic value of Aamg Funds' 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 Aamg Funds' 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 Aamg Funds Iv helps investors to forecast how Aamg 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 Aamg Funds more accurately as focusing exclusively on Aamg Funds' fundamentals will not take into account other important factors: Aamg Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aamg Funds' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aamg Funds Iv, and traders can use it to determine the average amount a Aamg Funds' 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 = -0.1563
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ACWZX |
Estimated Market Risk
| 1.2 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.19 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Aamg Funds 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 Aamg Funds by adding Aamg Funds to a well-diversified portfolio.
Aamg Funds Fundamentals Growth
Aamg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aamg Funds, and Aamg Funds 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 Aamg Mutual Fund performance.
About Aamg Funds Performance
Evaluating Aamg Funds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aamg Funds 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 Aamg Funds 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 small- and mid-capitalization companies. The manager currently defines small- and mid-capitalization companies to be those with market capitalizations at the time of purchase within the range of capitalizations of companies in the Russell 2500 Growth Index. The subadviser seeks to identify quality companies with growth oriented characteristics.Things to note about Aamg Funds Iv performance evaluation
Checking the ongoing alerts about Aamg Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aamg Funds Iv help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Aamg Funds Iv generated a negative expected return over the last 90 days | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Aamg Funds' 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 Aamg Funds' stock is overvalued or undervalued compared to its peers.
- Examining Aamg Funds' 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 Aamg Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aamg Funds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aamg Funds' mutual fund. These opinions can provide insight into Aamg Funds' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aamg Mutual Fund
Aamg Funds financial ratios help investors to determine whether Aamg 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 Aamg with respect to the benefits of owning Aamg Funds security.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities |