American Beacon Stephens Fund Manager Performance Evaluation

STSIX Fund  USD 16.86  0.03  0.18%   
The fund shows a Beta (market volatility) of 1.3, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, American Beacon will likely underperform.

Risk-Adjusted Performance

14 of 100

 
Weak
 
Strong
Good
Compared to the overall equity markets, risk-adjusted returns on investments in American Beacon Stephens are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, American Beacon may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more
Expense Ratio1.0000
  

American Beacon Relative Risk vs. Return Landscape

If you would invest  1,490  in American Beacon Stephens on September 5, 2024 and sell it today you would earn a total of  196.00  from holding American Beacon Stephens or generate 13.15% return on investment over 90 days. American Beacon Stephens is currently producing 0.1989% returns and takes up 1.0711% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than American, and 97% 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 American Beacon is expected to generate 1.44 times more return on investment than the market. However, the company is 1.44 times more volatile than its market benchmark. It trades about 0.19 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.21 per unit of risk.

American Beacon Current Valuation

Fairly Valued
Today
16.86
Please note that American Beacon's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. American Beacon Stephens shows a prevailing Real Value of $16.6 per share. The current price of the fund is $16.86. We determine the value of American Beacon Stephens 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 American Beacon is currently traded on the exchange, buyers and sellers on that exchange determine the market value of American Mutual Fund. However, American 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  16.86 Real  16.6 Hype  16.86 Naive  16.94
The intrinsic value of American 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 American 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.
16.60
Real Value
17.67
Upside
Estimating the potential upside or downside of American Beacon Stephens helps investors to forecast how American 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 American Beacon more accurately as focusing exclusively on American Beacon's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
16.2916.6617.03
Details
Hype
Prediction
LowEstimatedHigh
15.7916.8617.93
Details
Naive
Forecast
LowNext ValueHigh
15.8716.9418.01
Details

American Beacon Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for American Beacon's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as American Beacon Stephens, and traders can use it to determine the average amount a American 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 = 0.1857

Best PortfolioBest Equity
Good Returns
Average Returns
Small ReturnsSTSIX
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative Returns

Estimated Market Risk

 1.07
  actual daily
9
91% of assets are more volatile

Expected Return

 0.2
  actual daily
3
97% of assets have higher returns

Risk-Adjusted Return

 0.19
  actual daily
14
86% of assets perform better
Based on monthly moving average American Beacon 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 American Beacon by adding it to a well-diversified portfolio.

American Beacon Fundamentals Growth

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

About American Beacon Performance

Evaluating American Beacon's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if American 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 American 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of small capitalization companies. The funds manager considers a company to be a small capitalization company if it has a market capitalization, at the time of investment, similar to the market capitalizations of the companies in the Russell 2000 Index.

Things to note about American Beacon Stephens performance evaluation

Checking the ongoing alerts about American Beacon for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for American Beacon Stephens help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains 98.18% of its assets in stocks
Evaluating American Beacon's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate American Beacon's mutual fund performance include:
  • Analyzing American 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 American Beacon's stock is overvalued or undervalued compared to its peers.
  • Examining American 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 American Beacon's management team can have a significant impact on its success or failure. Reviewing the track record and experience of American Beacon's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of American Beacon's mutual fund. These opinions can provide insight into American Beacon's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating American Beacon's mutual fund performance is not an exact science, and many factors can impact American Beacon'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 American Mutual Fund

American Beacon financial ratios help investors to determine whether American 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 American with respect to the benefits of owning American Beacon security.
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges