Amg Managers Cadence Fund Manager Performance Evaluation
| MECAX Fund | USD 43.87 0.37 0.84% |
The fund shows a Beta (market volatility) of 0.82, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Amg Managers' returns are expected to increase less than the market. However, during the bear market, the loss of holding Amg Managers is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Amg Managers Cadence are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Amg Managers is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of October 2022 | |
| Expense Ratio | 1.1400 |
Amg |
Amg Managers Relative Risk vs. Return Landscape
If you would invest 4,249 in Amg Managers Cadence on January 30, 2024 and sell it today you would earn a total of 138.00 from holding Amg Managers Cadence or generate 3.25% return on investment over 90 days. Amg Managers Cadence is currently producing 0.0533% returns and takes up 0.7229% volatility of returns over 90 trading days. Put another way, 6% 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 Managers Current Valuation
Fairly Valued
Today
Please note that Amg Managers' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Amg Managers Cadence shows a prevailing Real Value of $43.92 per share. The current price of the fund is $43.87. We determine the value of Amg Managers Cadence 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.
Our valuation method for Amg Managers Cadence is useful when determining the fair value of the Amg mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Amg Managers. 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 43.87 | Real 43.92 | Hype 43.87 | Naive 43.82 |
The real value of Amg Mutual Fund, also known as its intrinsic value, is the underlying worth of Amg Managers Cadence Mutual Fund, which is reflected in its stock price. It is based on Amg Managers' financial performance, assets, liabilities, growth prospects, management team, or industry conditions. 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 Cadence 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 Cadence, 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 = 0.0738
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| Cash | MECAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Amg Managers is performing at about 5% 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 | 23.84 X | ||||
| Price To Book | 2.50 X | ||||
| Price To Sales | 1.30 X | ||||
| Total Asset | 4.39 M | ||||
About Amg Managers Performance
To evaluate Amg Managers Cadence Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Amg Managers generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Amg Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Amg Managers Cadence market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Amg's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund seeks to achieve its investment objective by investing primarily in a portfolio of equity securities issued by foreign, small market capitalization companies. Under normal circumstances, it invests at least 40 percent of its net assets in investments economically tied to countries other than the U.S., and the fund will hold investments economically tied to a minimum of three countries other than the U.S.Things to note about Amg Managers Cadence 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 Cadence help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Amg Managers Cadence generated five year return of -2.0% | |
| This fund maintains 97.44% of its assets in stocks |
- 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.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Amg Managers Cadence. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Amg Managers Cadence information on this page should be used as a complementary analysis to other Amg Managers' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.