American Funds Manager Performance Evaluation

RERAX -- USA Fund  

USD 52.16  0.32  0.62%

The organization shows Beta (market volatility) of 0.2684 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 0.0713% will be sustainable into the future.
77

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in American Funds EuroPacific Gr 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 Low41.78
Fifty Two Week High52.72
Annual Report Expense Ratio1.60%
Horizon     30 Days    Login   to change

American Funds EuroP Relative Risk vs. Return Landscape

If you would invest  4,987  in American Funds EuroPacific Gr on November 5, 2019 and sell it today you would earn a total of  229.00  from holding American Funds EuroPacific Gr or generate 4.59% return on investment over 30 days. American Funds EuroPacific Gr is currently producing 0.0713% returns and takes up 0.6728% 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 1.12 times more return on investment than the market. However, the company is 1.12 times more volatile than its market benchmark. It trades about 0.11 of its potential returns per unit of risk. The DOW is currently generating roughly 0.09 per unit of risk.

American Funds Current Valuation

Fairly Valued
Today
52.16
December 5, 2019
51.73
Real Value
53.74
Upside
American Funds is very steady asset. American Funds EuroP shows prevailing Real Value of $51.73 per share. The current price of the fund is $52.16. At this time the entity appears to be fairly valued. 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 = 0.106
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American Funds Relative Performance Indicators

Estimated Market Risk
 0.67
  actual daily
 
 6 %
of total potential
 
66
Expected Return
 0.07
  actual daily
 
 1 %
of total potential
 
11
Risk-Adjusted Return
 0.11
  actual daily
 
 7 %
of total potential
 
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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

Latest headline from www.wbaltv.com: Liberty HS students holding 5K to raise awareness about suicide - WBAL TV Baltimore
The fund generated five year return of -1.0%
American Funds EuroP maintains about 8.59% of its assets in cash
Additionally take a look at Your Equity Center. Please also try Pair Correlation module to compare performance and examine historical correlation between any two equity instruments.
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