Amg River Road Fund Manager Performance Evaluation
| ARDEX Fund | USD 5.19 0.03 0.58% |
The fund shows a Beta (market volatility) of 0.0077, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Amg River's returns are expected to increase less than the market. However, during the bear market, the loss of holding Amg River is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Amg River Road are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Amg River showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | AMG River Road Dividend All Cap Value Fund Q3 2025 Commentary - Seeking Alpha | 12/08/2025 |
| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 0.9700 |
Amg |
Amg River Relative Risk vs. Return Landscape
If you would invest 380.00 in Amg River Road on October 28, 2025 and sell it today you would earn a total of 139.00 from holding Amg River Road or generate 36.58% return on investment over 90 days. Amg River Road is currently producing 0.5646% returns and takes up 3.5283% volatility of returns over 90 trading days. Put another way, 31% of traded mutual funds are less volatile than Amg, and 89% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Amg River Current Valuation
Overvalued
Today
Please note that Amg River's price fluctuation is moderately volatile at this time. At this time, the entity appears to be overvalued. Amg River Road shows a prevailing Real Value of $5.01 per share. The current price of the fund is $5.19. We determine the value of Amg River Road 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 River is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Amg Mutual Fund. However, Amg River'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 5.19 | Real 5.01 | Hype 5.17 | Naive 5.25 |
The intrinsic value of Amg River'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 River'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 River Road 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 River more accurately as focusing exclusively on Amg River's fundamentals will not take into account other important factors: Amg River Target Price Odds to finish over Current Price
The tendency of Amg Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 5.19 | 90 days | 5.19 | about 7.93 |
Based on a normal probability distribution, the odds of Amg River to move above the current price in 90 days from now is about 7.93 (This Amg River Road probability density function shows the probability of Amg Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Amg River has a beta of 0.0077. This suggests as returns on the market go up, Amg River average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Amg River Road will be expected to be much smaller as well. Additionally Amg River Road has an alpha of 0.4838, implying that it can generate a 0.48 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Amg River Price Density |
| Price |
Predictive Modules for Amg River
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Amg River Road. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Amg River's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Amg River Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Amg River is not an exception. The market had few large corrections towards the Amg River's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Amg River Road, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Amg River within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.48 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 0.61 | |
Ir | Information ratio | 0.12 |
Amg River Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Amg River for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Amg River Road can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Amg River Road appears to be risky and price may revert if volatility continues | |
| The fund holds 97.08% of its assets under management (AUM) in equities |
Amg River Fundamentals Growth
Amg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Amg River, and Amg River 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 | 17.62 X | ||||
| Price To Book | 2.38 X | ||||
| Price To Sales | 1.48 X | ||||
| Total Asset | 20.75 M | ||||
About Amg River Performance
Evaluating Amg River's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Amg River 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 River 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.
Under normal conditions, the fund invests at least 80 percent of its assets in equity securities. It invests in a diversified, all-cap portfolio of income-producing equity securities with yields that the subadviser believes will exceed that of the Russell 3000 Value Index. The fund invests primarily in dividend paying common stocks, publicly traded partnerships , and real estate investment trusts .Things to note about Amg River Road performance evaluation
Checking the ongoing alerts about Amg River for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Amg River Road help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Amg River Road appears to be risky and price may revert if volatility continues | |
| The fund holds 97.08% of its assets under management (AUM) in equities |
- Analyzing Amg River'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 River's stock is overvalued or undervalued compared to its peers.
- Examining Amg River'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 River's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Amg River's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Amg River's mutual fund. These opinions can provide insight into Amg River's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Amg Mutual Fund
Amg River 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 River security.
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