Amg Southernsun Equity Fund Manager Performance Evaluation
| SSEIX Fund | USD 14.67 0.05 0.34% |
The fund shows a Beta (market volatility) of 1.41, 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, Amg Southernsun will likely underperform.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Amg Southernsun Equity are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Amg Southernsun may actually be approaching a critical reversion point that can send shares even higher in June 2024.
...more| Expense Ratio Date | 1st of February 2021 | |
| Expense Ratio | 1.0900 |
Amg |
Amg Southernsun Relative Risk vs. Return Landscape
If you would invest 1,364 in Amg Southernsun Equity on February 12, 2024 and sell it today you would earn a total of 103.00 from holding Amg Southernsun Equity or generate 7.55% return on investment over 90 days. Amg Southernsun Equity is currently producing 0.1189% returns and takes up 1.0145% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Amg, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Amg Southernsun Current Valuation
Undervalued
Today
Please note that Amg Southernsun's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Amg Southernsun Equity shows a prevailing Real Value of $15.02 per share. The current price of the fund is $14.67. We determine the value of Amg Southernsun 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 Southernsun 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 Southernsun. Since Amg Southernsun is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Amg Mutual Fund. However, Amg Southernsun'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 14.67 | Real 15.02 | Hype 14.67 |
The real value of Amg Mutual Fund, also known as its intrinsic value, is the underlying worth of Amg Southernsun Equity Mutual Fund, which is reflected in its stock price. It is based on Amg Southernsun's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Amg Southernsun'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 Southernsun'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 Southernsun 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 Southernsun more accurately as focusing exclusively on Amg Southernsun's fundamentals will not take into account other important factors: Amg Southernsun Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Amg Southernsun's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Amg Southernsun Equity, and traders can use it to determine the average amount a Amg Southernsun'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 = 0.1172
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| Cash | SSEIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.01 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Amg Southernsun is performing at about 9% 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 Southernsun by adding it to a well-diversified portfolio.
Amg Southernsun Fundamentals Growth
Amg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Amg Southernsun, and Amg Southernsun 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 | 17.20 X | ||||
| Price To Book | 2.20 X | ||||
| Price To Sales | 0.73 X | ||||
| Total Asset | 40.61 M | ||||
About Amg Southernsun Performance
To evaluate Amg Southernsun 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 Southernsun 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 Southernsun 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.Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of U.S. companies. The Adviser seeks to achieve the funds investment objective by investing primarily in common stocks of small to middle capitalization U.S. companies that the Adviser selects using a research-driven, value-oriented investment strategy. The fund is non-diversified.Things to note about Amg Southernsun Equity performance evaluation
Checking the ongoing alerts about Amg Southernsun for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Amg Southernsun Equity 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 about 8.6% of its assets in cash |
- Analyzing Amg Southernsun'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 Southernsun's stock is overvalued or undervalued compared to its peers.
- Examining Amg Southernsun'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 Southernsun's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Amg Southernsun's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Amg Southernsun's mutual fund. These opinions can provide insight into Amg Southernsun's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Amg Southernsun Equity. 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 gross domestic product. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.