American Funds Financial Statements From 2010 to 2024
FDBTX Fund | USD 11.91 0.03 0.25% |
Check American Funds financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among American main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . American financial statements analysis is a perfect complement when working with American Funds Valuation or Volatility modules.
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American Funds 2015 Mutual Fund 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.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current American Funds One Year Return | 6.99 % |
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 2015 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.
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Based on the recorded statements, American Funds 2015 has an One Year Return of 6.9939%. This is much higher than that of the American Funds family and significantly higher than that of the Target-Date 2015 category. The one year return for all United States funds is notably lower than that of the firm.
American Funds 2015 Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining American Funds's current stock value. Our valuation model uses many indicators to compare American Funds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across American Funds competition to find correlations between indicators driving American Funds's intrinsic value. More Info.American Funds 2015 is one of the top funds in annual yield among similar funds. It is one of the top funds in year to date return among similar funds creating about 36.78 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value American Funds by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for American Funds' Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the American Funds' earnings, one of the primary drivers of an investment's value.About American Funds Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include American Funds income statement, its balance sheet, and the statement of cash flows. American Funds investors use historical funamental indicators, such as American Funds's revenue or net income, to determine how well the company is positioned to perform in the future. Although American Funds investors may use each financial statement separately, they are all related. The changes in American Funds's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on American Funds's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on American Funds Financial Statements. Understanding these patterns can help to make the right decision on long term investment in American Funds. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.
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