Amg Gwk Small Fund Manager Performance Evaluation
| GWEIX Fund | USD 34.48 0.06 0.17% |
The fund shows a Beta (market volatility) of -0.3, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Amg Gwk are expected to decrease at a much lower rate. During the bear market, Amg Gwk is likely to outperform the market.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Amg Gwk Small are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Amg Gwk 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 | 0.9500 |
Amg |
Amg Gwk Relative Risk vs. Return Landscape
If you would invest 3,259 in Amg Gwk Small on July 20, 2025 and sell it today you would earn a total of 189.00 from holding Amg Gwk Small or generate 5.8% return on investment over 90 days. Amg Gwk Small is currently producing 0.0923% returns and takes up 1.0621% volatility of returns over 90 trading days. Put another way, 9% 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 Gwk Current Valuation
Overvalued
Today
Please note that Amg Gwk's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Amg Gwk Small shows a prevailing Real Value of $31.56 per share. The current price of the fund is $34.48. We determine the value of Amg Gwk Small 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 Gwk is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Amg Mutual Fund. However, Amg Gwk'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 34.48 | Real 31.56 | Hype 34.48 | Naive 34.37 |
The intrinsic value of Amg Gwk'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 Gwk'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 Gwk Small 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 Gwk more accurately as focusing exclusively on Amg Gwk's fundamentals will not take into account other important factors: Amg Gwk Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Amg Gwk's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Amg Gwk Small, and traders can use it to determine the average amount a Amg Gwk'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 = 0.0869
| Best Portfolio | Best Equity | |||
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| Cash | GWEIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Amg Gwk is performing at about 6% 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 Gwk by adding it to a well-diversified portfolio.
Amg Gwk Fundamentals Growth
Amg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Amg Gwk, and Amg Gwk 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 | 5.66 X | |||
| Price To Book | 3.04 X | |||
| Price To Sales | 1.95 X | |||
| Total Asset | 426.12 M | |||
About Amg Gwk Performance
Evaluating Amg Gwk's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Amg Gwk 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 Gwk 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 investment seeks to provide investors with long-term capital appreciation. Amg GWK is traded on NASDAQ Exchange in the United States.Things to note about Amg Gwk Small performance evaluation
Checking the ongoing alerts about Amg Gwk for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Amg Gwk Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 97.12% of its assets under management (AUM) in equities |
- Analyzing Amg Gwk'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 Gwk's stock is overvalued or undervalued compared to its peers.
- Examining Amg Gwk'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 Gwk's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Amg Gwk's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Amg Gwk's mutual fund. These opinions can provide insight into Amg Gwk's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Amg Mutual Fund
Amg Gwk 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 Gwk security.
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