Amg Managers Cadence Fund Manager Performance Evaluation
| MECIX Fund | USD 46.52 0.16 0.34% |
The fund shows a Beta (market volatility) of 0.11, which signifies not very significant fluctuations relative to the market. 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
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Weak | Strong |
Very Weak
Over the last 90 days Amg Managers Cadence has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's forward indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more1 | IMF sees Mexico economic growth slowing in 2024, 2025 - Reuters | 10/15/2024 |
2 | Mexico Establishes the Welfare Pension Fund - Lockton | 11/12/2024 |
| Expense Ratio Date | 1st of October 2022 | |
| Expense Ratio | 0.9900 |
Amg |
Amg Managers Relative Risk vs. Return Landscape
If you would invest 5,194 in Amg Managers Cadence on September 22, 2024 and sell it today you would lose (542.00) from holding Amg Managers Cadence or give up 10.44% of portfolio value over 90 days. Amg Managers Cadence is currently producing negative expected returns and takes up 0.732% 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 $47.27 per share. The current price of the fund is $46.52. 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.
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 46.52 | Real 47.27 | Hype 46.45 | Naive 44.84 |
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 = -0.2314
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| Negative Returns | MECIX |
Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.17 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.23 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Amg Managers 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 Managers by adding Amg Managers 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 | 22.60 X | ||||
| Price To Book | 2.80 X | ||||
| Price To Sales | 1.46 X | ||||
| Total Asset | 28.7 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.
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 a negative expected return over the last 90 days | |
| Amg Managers Cadence generated five year return of -1.0% | |
| This fund maintains 95.55% 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.
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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