American Funds Manager Performance Evaluation

AEGFX -- USA Fund  

USD 55.73  0.53  0.96%

The organization shows Beta (market volatility) of 0.6237 which signifies that as returns on market increase, American Funds returns are expected to increase less than the market. However during bear market, the loss on holding American Funds will be expected to be smaller as well. Although it is extremely important to respect American Funds EuroP historical returns, it is better to be realistic regarding the information on equity 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 Funds EuroP technical indicators you can presently evaluate if the expected return of 0.1066% will be sustainable into the future.
1212

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in American Funds EuroPacific Grow are ranked lower than 12 (%) of all funds and portfolios of funds over the last 30 days. Inspite fairly weak basic indicators, American Funds may actually be approaching a critical reversion point that can send shares even higher in January 2020.
Fifty Two Week Low43.32
Fifty Two Week High55.73
Annual Report Expense Ratio0.87%
Horizon     30 Days    Login   to change

American Funds EuroP Relative Risk vs. Return Landscape

If you would invest  5,206  in American Funds EuroPacific Grow on November 15, 2019 and sell it today you would earn a total of  367.00  from holding American Funds EuroPacific Grow or generate 7.05% return on investment over 30 days. American Funds EuroPacific Grow is currently producing 0.1066% returns and takes up 0.5864% volatility of returns over 30 trading days. Put another way, 5% of traded equities are less volatile than the company and 98% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, American Funds is expected to generate 0.97 times more return on investment than the market. However, the company is 1.03 times less risky than the market. It trades about 0.18 of its potential returns per unit of risk. The DOW is currently generating roughly 0.1 per unit of risk.

American Funds Current Valuation

Undervalued
Today
55.73
December 15, 2019
58.90
Real Value
60.67
Upside
American Funds is very steady asset. American Funds EuroP shows prevailing Real Value of $58.9 per share. The current price of the fund is $55.73. At this time the entity appears to be undervalued. We determine the value of American Funds EuroP from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

American Funds Market Risk Analysis

Sharpe Ratio = 0.1817
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American Funds Relative Performance Indicators

Estimated Market Risk
 0.59
  actual daily
 
 5 %
of total potential
 
55
Expected Return
 0.11
  actual daily
 
 2 %
of total potential
 
22
Risk-Adjusted Return
 0.18
  actual daily
 
 12 %
of total potential
 
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Based on monthly moving average American Funds is performing at about 12% 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 Funds by adding it to a well-diversified portfolio.

American Funds Alerts

Equity Alerts and Improvement Suggestions

The fund generated five year return of -1.0%
American Funds EuroP holds about 8.59% of its assets under management (AUM) in cash
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