AMERICAN Three Year Return

AAATX Fund  USD 11.19  0.06  0.54%   
AMERICAN FUNDS 2010 fundamentals help investors to digest information that contributes to AMERICAN FUNDS's financial success or failures. It also enables traders to predict the movement of AMERICAN Mutual Fund. The fundamental analysis module provides a way to measure AMERICAN FUNDS's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to AMERICAN FUNDS mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

AMERICAN Three Year Return Analysis

AMERICAN FUNDS's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Three Year Return | All Equity Analysis

Current AMERICAN FUNDS Three Year Return

    
  4.47 %  
Most of AMERICAN FUNDS's fundamental indicators, such as Three 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 2010 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Compare to competition

AMERICAN FUNDS Three Year Return Component Assessment

Based on the latest financial disclosure, AMERICAN FUNDS 2010 has a Three Year Return of 4.47%. This is 153.98% higher than that of the American Funds family and significantly higher than that of the Family category. The three year return for all United States funds is notably lower than that of the firm.

AMERICAN Three Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses AMERICAN FUNDS's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of AMERICAN FUNDS could also be used in its relative valuation, which is a method of valuing AMERICAN FUNDS by comparing valuation metrics of similar companies.
AMERICAN FUNDS is fourth largest fund in three year return among similar funds.

Fund Asset Allocation for AMERICAN FUNDS

The fund invests 37.62% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (5.52%) , cash (5.59%) and various exotic instruments.
Asset allocation divides AMERICAN FUNDS's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

AMERICAN Fundamentals

About AMERICAN FUNDS Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze AMERICAN FUNDS 2010's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of AMERICAN FUNDS using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of AMERICAN FUNDS 2010 based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks growth, income and conservation of capital. American Fds is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in AMERICAN FUNDS without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Pair Trading with AMERICAN FUNDS

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if AMERICAN FUNDS position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in AMERICAN FUNDS will appreciate offsetting losses from the drop in the long position's value.
The ability to find closely correlated positions to AMERICAN FUNDS could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace AMERICAN FUNDS when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back AMERICAN FUNDS - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling AMERICAN FUNDS 2010 to buy it.
The correlation of AMERICAN FUNDS is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as AMERICAN FUNDS moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if AMERICAN FUNDS 2010 moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for AMERICAN FUNDS can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Please continue to AMERICAN FUNDS Piotroski F Score and AMERICAN FUNDS Altman Z Score analysis. You can also try Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.

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Please note, there is a significant difference between AMERICAN FUNDS's value and its price as these two are different measures arrived at by different means. Investors typically determine AMERICAN FUNDS value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, AMERICAN FUNDS's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.