Amcap Fund Class Fund Five Year Return

CAFCX Fund  USD 34.39  0.18  0.53%   
Amcap Fund Class fundamentals help investors to digest information that contributes to Amcap Fund's financial success or failures. It also enables traders to predict the movement of Amcap Mutual Fund. The fundamental analysis module provides a way to measure Amcap Fund'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 Amcap Fund 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.

Amcap Five Year Return Analysis

Amcap Fund's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Amcap Fund Five Year Return

    
  11.07 %  
Most of Amcap Fund's fundamental indicators, such as Five 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, Amcap Fund Class is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Competition

Amcap Fund Five Year Return Component Assessment

According to the company disclosure, Amcap Fund Class has a Five Year Return of 11.0731%. This is much higher than that of the American Funds family and 65.89% higher than that of the Large Growth category. The five year return for all United States funds is notably lower than that of the firm.

Amcap Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Amcap Fund's direct or indirect competition against its Five 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 Amcap Fund could also be used in its relative valuation, which is a method of valuing Amcap Fund by comparing valuation metrics of similar companies.
Amcap Fund is currently under evaluation in five year return among similar funds.

Fund Asset Allocation for Amcap Fund

The fund consists of 91.75% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
Asset allocation divides Amcap Fund'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.

Amcap Fundamentals

About Amcap Fund Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Amcap Fund Class's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Amcap Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Amcap Fund Class 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 fund invests primarily in common stocks of U.S. companies that have solid long-term growth records and the potential for good future growth. The basic investment philosophy of the investment adviser is to seek to invest in attractively valued companies that, in its opinion, represent good, long-term investment opportunities.

Pair Trading with Amcap Fund

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 Amcap Fund 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 Amcap Fund will appreciate offsetting losses from the drop in the long position's value.

Moving together with Amcap Mutual Fund

  0.77REJTX American Funds 2015PairCorr
  0.91AMFCX American Mutual FundPairCorr
  0.95AMFFX American Mutual FundPairCorr
  0.81RNCCX American Funds IncomePairCorr

Moving against Amcap Mutual Fund

  0.64RGVAX Us Government SecuritiesPairCorr
  0.62RGVEX Us Government SecuritiesPairCorr
  0.58USGFX Us Government SecuritiesPairCorr
  0.46FIBLX American Funds InflationPairCorr
The ability to find closely correlated positions to Amcap Fund could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Amcap Fund 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 Amcap Fund - 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 Amcap Fund Class to buy it.
The correlation of Amcap Fund is a statistical measure of how it moves in relation to other instruments. 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 Amcap Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Amcap Fund Class 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 Amcap Fund 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
Check out Amcap Fund Piotroski F Score and Amcap Fund Altman Z Score analysis.
Note that the Amcap Fund Class information on this page should be used as a complementary analysis to other Amcap Fund's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

Complementary Tools for Amcap Mutual Fund analysis

When running Amcap Fund's price analysis, check to measure Amcap Fund's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Amcap Fund is operating at the current time. Most of Amcap Fund's value examination focuses on studying past and present price action to predict the probability of Amcap Fund's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Amcap Fund's price. Additionally, you may evaluate how the addition of Amcap Fund to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Amcap Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine if Amcap Fund is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Amcap Fund'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.