American Mutual Fund Manager Performance Evaluation

AMPAX
 Fund
  

USD 18.19  0.31  1.73%   

The fund shows a Beta (market volatility) of 0.0819, which signifies not very significant fluctuations relative to the market. Let's try to break down what American's beta means in this case. As returns on the market increase, American Beacon returns are expected to increase less than the market. However, during the bear market, the loss on holding American Beacon will be expected to be smaller as well. Although it is important to respect American Beacon Mid-Cap historical returns, it is better to be realistic regarding the information on the equity's 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 American Beacon Mid-Cap technical indicators, you can presently evaluate if the expected return of 0.0379% will be sustainable into the future.
  
American Performance
1 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in American Beacon Mid-Cap are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, American Beacon is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
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American Price Channel

Fifty Two Week Low15.77
Fifty Two Week High21.54
Annual Report Expense Ratio1.18%

American Beacon Relative Risk vs. Return Landscape

If you would invest  1,761  in American Beacon Mid-Cap on May 14, 2022 and sell it today you would earn a total of  27.00  from holding American Beacon Mid-Cap or generate 1.53% return on investment over 90 days. American Beacon Mid-Cap is currently producing 0.0379% returns and takes up 1.6443% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than American, 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 American Beacon is expected to generate 2.2 times less return on investment than the market. In addition to that, the company is 1.29 times more volatile than its market benchmark. It trades about 0.02 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.07 per unit of volatility.

American Beacon Current Valuation

Overvalued
Today 18.19
Please note that American Beacon's price fluctuation is very steady at this time.
American Beacon Mid-Cap shows a prevailing Real Value of $16.31 per share. The current price of the fund is $18.19. At this time, the entity appears to be overvalued. We determine the value of American Beacon Mid-Cap 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 American Beacon Mid-Cap is useful when determining the fair value of the American mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of American Beacon. Since American Beacon is currently traded on the exchange, buyers and sellers on that exchange determine the market value of American Mutual Fund. However, American Beacon'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.
16.31
Real Value
17.95
Upside
Estimating the potential upside or downside of American Beacon Mid-Cap helps investors to forecast how American 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 American Beacon more accurately as focusing exclusively on American Beacon's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
15.6916.7817.87
Details
Hype
Prediction
LowEstimated ValueHigh
16.2417.8819.52
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.780.840.91
Details

American Beacon Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for American Beacon's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as American Beacon Mid-Cap, and traders can use it to determine the average amount a American Beacon'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 = 0.0231

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Estimated Market Risk
 1.64
  actual daily
 
 14 %
of total potential
 
1414
Expected Return
 0.04
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.02
  actual daily
 
 1 %
of total potential
 
11
Based on monthly moving average American Beacon 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 American Beacon by adding it to a well-diversified portfolio.

About American Beacon Performance

To evaluate American Beacon Mid-Cap 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 American Beacon 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 American 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 American Beacon Mid-Cap 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 American'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 long-term capital appreciation and current income. American Beacon is traded on NASDAQ Exchange in the United States.

Things to note about American Beacon Mid-Cap

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

American Beacon Alerts

Equity Alerts and Improvement Suggestions

Latest headline from www.blackengineer.com: UNCF Scholarships Apply by August 31st US Black Engineer - BlackEngineer.com
American Beacon Mid-Cap generated five year return of -1.0%
This fund holds 96.75% of its assets under management (AUM) in equities
Please continue to Trending Equities. Note that the American Beacon Mid-Cap information on this page should be used as a complementary analysis to other American Beacon'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 Fundamental Analysis module to view fundamental data based on most recent published financial statements.

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When running American Beacon Mid-Cap price analysis, check to measure American Beacon's 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 American Beacon is operating at the current time. Most of American Beacon's value examination focuses on studying past and present price action to predict the probability of American Beacon's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move American Beacon's price. Additionally, you may evaluate how the addition of American Beacon to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between American Beacon's value and its price as these two are different measures arrived at by different means. Investors typically determine American Beacon value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, American Beacon's 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.