American Funds Retirement Fund One Year Return

RCRPX Fund  USD 13.17  0.01  0.08%   
American Funds Retirement fundamentals help investors to digest information that contributes to American Funds' financial success or failures. It also enables traders to predict the movement of American Mutual Fund. The fundamental analysis module provides a way to measure American Funds' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to American Funds mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

American One Year Return Analysis

American Funds' One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About One Year Return | All Equity Analysis

Current American Funds One Year Return

    
  15.57 %  
Most of American Funds' fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, American Funds Retirement is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Competition

American Funds One Year Return Component Assessment

Based on the recorded statements, American Funds Retirement has an One Year Return of 15.5664%. This is much higher than that of the American Funds family and 239.14% higher than that of the Family category. The one year return for all United States funds is notably lower than that of the firm.

American One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses American Funds' direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of American Funds could also be used in its relative valuation, which is a method of valuing American Funds by comparing valuation metrics of similar companies.
American Funds is currently under evaluation in one year return among similar funds.

Fund Asset Allocation for American Funds

The fund invests 60.08% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (4.51%) , cash (5.78%) and various exotic instruments.
Asset allocation divides American Funds' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

American Fundamentals

About American Funds Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze American Funds Retirement's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of American Funds using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of American Funds Retirement based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The advisor will attempt to achieve its investment objectives by investing in a mix of American Funds in varying combinations and weightings over time. The underlying funds will primarily consist of equity funds in the equity-income, balanced and growth-and-income fund categories. The fund is one of a suite of three American Funds Retirement Income Portfolios designed to help investors in or near retirement with a withdrawal program. It seeks somewhat higher income and long-term growth of capital.

Currently Active Assets on Macroaxis

Check out American Funds Piotroski F Score and American Funds Altman Z Score analysis.
You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.

Complementary Tools for American Mutual Fund analysis

When running American Funds' price analysis, check to measure American Funds' 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 Funds is operating at the current time. Most of American Funds' value examination focuses on studying past and present price action to predict the probability of American Funds' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move American Funds' price. Additionally, you may evaluate how the addition of American Funds to your portfolios can decrease your overall portfolio volatility.
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Stocks Directory
Find actively traded stocks across global markets
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
USA ETFs
Find actively traded Exchange Traded Funds (ETF) in USA
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Please note, there is a significant difference between American Funds' value and its price as these two are different measures arrived at by different means. Investors typically determine if American Funds is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, American Funds' 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.