American Mutual Manager Performance Evaluation

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RMFCX -- USA Fund  

USD 43.75  0.10  0.23%

The organization shows Beta (market volatility) of 0.1401 which signifies that as returns on market increase, American Mutual returns are expected to increase less than the market. However during bear market, the loss on holding American Mutual will be expected to be smaller as well. Although it is extremely important to respect American Mutual Fund 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 Mutual Fund technical indicators you can presently evaluate if the expected return of 0.0571% will be sustainable into the future.
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Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in American Mutual Fund Class R 3 are ranked lower than 6 (%) of all funds and portfolios of funds over the last 30 days. Inspite fairly strong basic indicators, American Mutual is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low38.38
Fifty Two Week High44.18
Annual Report Expense Ratio0.93%
Horizon     30 Days    Login   to change

American Mutual Fund Relative Risk vs. Return Landscape

If you would invest  4,223  in American Mutual Fund Class R 3 on December 23, 2019 and sell it today you would earn a total of  152.00  from holding American Mutual Fund Class R 3 or generate 3.6% return on investment over 30 days. American Mutual Fund Class R 3 is currently producing 0.0571% returns and takes up 0.5982% volatility of returns over 30 trading days. Put another way, 5% 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 Mutual is expected to generate 2.43 times less return on investment than the market. In addition to that, the company is 1.25 times more volatile than its market benchmark. It trades about 0.1 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.29 per unit of volatility.

American Mutual Current Valuation

Fairly Valued
Today
43.75
January 22, 2020
43.62
Real Value
45.42
Upside
American Mutual is very steady asset. American Mutual Fund shows prevailing Real Value of $43.62 per share. The current price of the fund is $43.75. At this time the entity appears to be fairly valued. We determine the value of American Mutual Fund 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 Mutual Market Risk Analysis

Sharpe Ratio = 0.0954
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American Mutual Relative Performance Indicators

Estimated Market Risk
 0.6
  actual daily
 
 5 %
of total potential
 
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Expected Return
 0.06
  actual daily
 
 1 %
of total potential
 
11
Risk-Adjusted Return
 0.1
  actual daily
 
 6 %
of total potential
 
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Based on monthly moving average American Mutual is performing at about 6% 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 Mutual by adding it to a well-diversified portfolio.

American Mutual Alerts

Equity Alerts and Improvement Suggestions

On December 18, 2019 American Mutual paid $ 1.429 per share dividend to its current shareholders
The fund maintains about 11.05% of its assets in cash
Additionally take a look at Your Equity Center. Please also try Bollinger Bands module to use bollinger bands indicator to analyze target price for a given investing horizon.
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