ACWIX Mutual Fund Manager Performance Evaluation

ACWIX -  USA Fund  

USD 18.06  0.13  0.72%

The fund shows a Beta (market volatility) of 0.9235, which signifies possible diversification benefits within a given portfolio. Let's try to break down what ACWIX's beta means in this case. Amg Managers returns are very sensitive to returns on the market. As the market goes up or down, Amg Managers is expected to follow. Although it is extremely important to respect Amg Managers Lmcg historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy in foreseeing future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Amg Managers Lmcg technical indicators, you can presently evaluate if the expected return of 0.0185% will be sustainable into the future.

ACWIX Mutual Fund Performance 

ACWIX Performance
1 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Amg Managers Lmcg are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Amg Managers is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low15.19
Fifty Two Week High29.19
Annual Report Expense Ratio0.87%

Amg Managers Relative Risk vs. Return Landscape

If you would invest  1,789  in Amg Managers Lmcg on August 29, 2021 and sell it today you would earn a total of  17.00  from holding Amg Managers Lmcg or generate 0.95% return on investment over 90 days. Amg Managers Lmcg is currently producing 0.0185% returns and takes up 0.8454% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than ACWIX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Amg Managers is expected to generate 1.12 times more return on investment than the market. However, the company is 1.12 times more volatile than its market benchmark. It trades about 0.02 of its potential returns per unit of risk. The DOW is currently generating roughly -0.03 per unit of risk.

Amg Managers Current Valuation

Fairly Valued
27th of November 2021
Please note that Amg Managers' price fluctuation is very steady at this time.
Amg Managers Lmcg shows a prevailing Real Value of $18.05 per share. The current price of the fund is $18.06. At this time, the entity appears to be fairly valued. We determine the value of Amg Managers Lmcg from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued instruments and dropping overvalued instruments since, at some point, stock prices and their ongoing real values will blend.
Our valuation method for Amg Managers Lmcg is useful when determining the fair value of the ACWIX 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 ACWIX 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.
Real Value
Estimating the potential upside or downside of Amg Managers Lmcg helps investors to forecast how ACWIX 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:
Band Projection (param)
LowerMiddle BandUpper
LowEstimated ValueHigh
Annual Dividend
LowIncome Per ShareHigh

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 Lmcg, 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 = 0.0219

Good Returns
Average Returns
Small Returns
Negative ReturnsACWIX
Estimated Market Risk
  actual daily
 7 %
of total potential
Expected Return
  actual daily
 0 %
of total potential
Risk-Adjusted Return
  actual daily
 1 %
of total potential
Based on monthly moving average Amg Managers is performing at about 1% 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.

About Amg Managers Performance

To evaluate Amg Managers Lmcg 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 ACWIX 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 Lmcg stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents ACWIX'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 provide long-term capital appreciation. Amg Managers is traded on NASDAQ Exchange in the United States.

Things to note about Amg Managers Lmcg

Checking the ongoing alerts about Amg Managers for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Amg Managers Lmcg help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Amg Managers Alerts

Equity Alerts and Improvement Suggestions

Amg Managers Lmcg is unlikely to experience financial distress in the next 2 years
The fund holds 98.7% of its assets under management (AUM) in equities
Please continue to Trending Equities. Note that the Amg Managers Lmcg 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 Stock Screener module to find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

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When running Amg Managers Lmcg price analysis, check to measure Amg Managers' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Amg Managers is operating at the current time. Most of Amg Managers' value examination focuses on studying past and present price action to predict the probability of Amg Managers' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Amg Managers' price. Additionally, you may evaluate how the addition of Amg Managers to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Amg Managers' value and its price as these two are different measures arrived at by different means. Investors typically determine Amg Managers value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Amg Managers' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.