Amg Chicago Equity Manager Performance
| MBEAXDelisted Fund | USD 11.62 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.25, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Amg Chicago's returns are expected to increase less than the market. However, during the bear market, the loss of holding Amg Chicago is expected to be smaller as well.
Risk-Adjusted Performance
27 of 100
Weak | Strong |
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Amg Chicago Equity are ranked lower than 27 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Amg Chicago 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 May 2023 | |
| Expense Ratio | 1.0700 |
Amg |
Amg Chicago Relative Risk vs. Return Landscape
If you would invest 1,161 in Amg Chicago Equity on February 2, 2024 and sell it today you would earn a total of 1.00 from holding Amg Chicago Equity or generate 0.09% return on investment over 90 days. Amg Chicago Equity is currently producing 0.0108% returns and takes up 0.0304% volatility of returns over 90 trading days. Put another way, 0% 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 Chicago Current Valuation
Overvalued
Today
Please note that Amg Chicago's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Amg Chicago Equity shows a prevailing Real Value of $11.04 per share. The current price of the fund is $11.62. We determine the value of Amg Chicago Equity 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 Chicago Equity 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 Chicago. Since Amg Chicago is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Amg Mutual Fund. However, Amg Chicago'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 11.62 | Real 11.04 | Hype 11.62 | Naive 11.64 |
The real value of Amg Mutual Fund, also known as its intrinsic value, is the underlying worth of Amg Chicago Equity Mutual Fund, which is reflected in its stock price. It is based on Amg Chicago's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Amg Chicago'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 Amg Chicago'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.
Estimating the potential upside or downside of Amg Chicago Equity 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 Chicago more accurately as focusing exclusively on Amg Chicago's fundamentals will not take into account other important factors: Amg Chicago Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Amg Chicago's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Amg Chicago Equity, and traders can use it to determine the average amount a Amg Chicago'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 = 0.3536
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Amg Chicago is performing at about 27% 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 Chicago by adding it to a well-diversified portfolio.
Amg Chicago Fundamentals Growth
Amg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Amg Chicago, and Amg Chicago 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 | 19.74 X | |||
| Price To Book | 3.14 X | |||
| Price To Sales | 1.77 X | |||
| Total Asset | 23.04 M | |||
About Amg Chicago Performance
To evaluate Amg Chicago Equity 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 Chicago 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 Chicago Equity 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 investment seeks to achieve long-term capital appreciation with moderate current income. Amg Chicago is traded on NASDAQ Exchange in the United States.Things to note about Amg Chicago Equity performance evaluation
Checking the ongoing alerts about Amg Chicago for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Amg Chicago Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Amg Chicago Equity is not yet fully synchronised with the market data | |
| Amg Chicago Equity has a very high chance of going through financial distress in the upcoming years | |
| The fund generated three year return of -6.0% | |
| Amg Chicago Equity maintains about 22.64% of its assets in bonds |
- Analyzing Amg Chicago'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 Amg Chicago's stock is overvalued or undervalued compared to its peers.
- Examining Amg Chicago'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 Amg Chicago's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Amg Chicago's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Amg Chicago's mutual fund. These opinions can provide insight into Amg Chicago's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios. 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 Chicago Equity information on this page should be used as a complementary analysis to other Amg Chicago's 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 My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
Other Consideration for investing in Amg Mutual Fund
If you are still planning to invest in Amg Chicago Equity check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Amg Chicago's history and understand the potential risks before investing.
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