American Mutual Fund Manager Performance Evaluation

RAJTX -  USA Fund  

USD 11.34  0.15  1.31%

The fund shows a Beta (market volatility) of 0.456, which signifies possible diversification benefits within a given portfolio. Let's try to break down what American's beta means in this case. As returns on the market increase, American Fds returns are expected to increase less than the market. However, during the bear market, the loss on holding American Fds will be expected to be smaller as well. Even though it is essential to pay attention to American Fds 2015 historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy in foreseeing any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. American Fds 2015 exposes twenty-one different technical indicators, which can help you to evaluate its performance.
  
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American Performance
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Over the last 90 days American Fds 2015 has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest unsteady performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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American Price Channel

Fifty Two Week Low11.24
Fifty Two Week High13.36

American Fds Relative Risk vs. Return Landscape

If you would invest  1,238  in American Fds 2015 on March 27, 2022 and sell it today you would lose (89.00)  from holding American Fds 2015 or give up 7.19% of portfolio value over 90 days. American Fds 2015 is currently producing negative expected returns and takes up 0.7192% volatility of returns over 90 trading days. Put another way, 6% 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 Fds is expected to generate 0.5 times more return on investment than the market. However, the company is 2.02 times less risky than the market. It trades about -0.16 of its potential returns per unit of risk. The DOW is currently generating roughly -0.11 per unit of risk.

American Fds Current Valuation

Fairly Valued
Today 11.34
Please note that American Fds' price fluctuation is very steady at this time.
American Fds 2015 shows a prevailing Real Value of $11.58 per share. The current price of the fund is $11.34. At this time, the entity appears to be fairly valued. We determine the value of American Fds 2015 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 Fds 2015 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 Fds. Since American Fds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of American Mutual Fund. However, American Fds' 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.
11.58
Real Value
12.30
Upside
Estimating the potential upside or downside of American Fds 2015 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 Fds more accurately as focusing exclusively on American Fds' fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
11.1211.6712.22
Details
Hype
Prediction
LowEstimated ValueHigh
10.7711.4912.21
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.160.160.17
Details

American Fds Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for American Fds' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as American Fds 2015, and traders can use it to determine the average amount a American Fds' 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 = -0.1637

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Negative ReturnsRAJTX
Estimated Market Risk
 0.72
  actual daily
 
 6 %
of total potential
 
66
Expected Return
 -0.12
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.16
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average American Fds is performing at about 0% 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 Fds by adding it to a well-diversified portfolio.

About American Fds Performance

To evaluate American Fds 2015 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 Fds 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 Fds 2015 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 growth, income and conservation of capital. American Fds is traded on NASDAQ Exchange in the United States.

Things to note about American Fds 2015

Checking the ongoing alerts about American Fds for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for American Fds 2015 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

American Fds Alerts

Equity Alerts and Improvement Suggestions

American Fds 2015 generated a negative expected return over the last 90 days
American Fds 2015 is unlikely to experience financial distress in the next 2 years
Latest headline from www.maltatoday.com.mt: Activists target parliamentary secretary Alicia Bugeja Said inadequate to represent animals - MaltaToday
The fund maintains about 6.4% of its assets in cash
Additionally, take a look at Your Equity Center. Note that the American Fds 2015 information on this page should be used as a complementary analysis to other American Fds' 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 Equity Valuation module to check real value of public entities based on technical and fundamental data.

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When running American Fds 2015 price analysis, check to measure American Fds' 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 Fds is operating at the current time. Most of American Fds' value examination focuses on studying past and present price action to predict the probability of American Fds' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move American Fds' price. Additionally, you may evaluate how the addition of American Fds to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between American Fds' value and its price as these two are different measures arrived at by different means. Investors typically determine American Fds value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, American Fds' 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.