American Funds Manager Performance Evaluation

<div class='circular--portrait' style='background:#999999;color: white;font-size:4em;padding-top: 15px;;'>AM</div>
CPGAX -- USA Fund  

USD 18.02  0.24  1.35%

The organization shows Beta (market volatility) of 0.5705 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 Global 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 Global technical indicators you can presently evaluate if the expected return of 0.0811% will be sustainable into the future.

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in American Funds Global Growth Po are ranked lower than 7 (%) of all funds and portfolios of funds over the last 30 days. Inspite fairly strong basic indicators, American Funds is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low15.08
Fifty Two Week High18.41
Annual Report Expense Ratio0.86%
Horizon     30 Days    Login   to change

American Funds Global Relative Risk vs. Return Landscape

If you would invest  1,695  in American Funds Global Growth Po on December 23, 2019 and sell it today you would earn a total of  83.00  from holding American Funds Global Growth Po or generate 4.9% return on investment over 30 days. American Funds Global Growth Po is currently producing 0.0811% returns and takes up 0.7365% volatility of returns over 30 trading days. Put another way, 6% of traded equities are less volatile than the company and 99% 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 1.71 times less return on investment than the market. In addition to that, the company is 1.54 times more volatile than its market benchmark. It trades about 0.11 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.29 per unit of volatility.

American Funds Current Valuation

Fairly Valued
January 22, 2020
Real Value
American Funds is not too volatile asset. American Funds Global shows prevailing Real Value of $17.93 per share. The current price of the fund is $18.02. At this time the entity appears to be fairly valued. We determine the value of American Funds Global 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 = 0.1101
Good Returns
Average Returns
Small Returns
Negative Returns

American Funds Relative Performance Indicators

Estimated Market Risk
  actual daily
 6 %
of total potential
Expected Return
  actual daily
 1 %
of total potential
Risk-Adjusted Return
  actual daily
 7 %
of total potential
Based on monthly moving average American Funds is performing at about 7% 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

On December 27, 2019 American Funds paid $ 0.856 per share dividend to its current shareholders
American Funds Global generated five year return of -1.0%
This fund holds about 6.26% of its assets under management (AUM) in cash
Continue to Trending Equities. Please also try Headlines Timeline module to stay connected to all market stories and filter out noise. drill down to analyze hype elasticity.
Company logos by clearbit