American Five Year Return

CDWFX -  USA Fund  

USD 12.55  0.08  0.63%

American Funds Developing fundamentals help investors to digest information that contributes to American Funds' financial success or failures. It also enables traders to predict the movement of American Mutual Fund. This fundamental analysis module provides a way for investors to measures American Funds' intrinsic value by examining all of its available economic and financial indicators and drivers, 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. Please note, 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 Five Year Return 

 
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American Five Year Return Analysis

American Funds' 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 American Funds Five Year Return

    
  (0.19) %  
Most of American Funds' 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, American Funds Developing 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.
Compare to competition

American Funds Five Year Return Component Assessment

According to the company disclosure, American Funds Developing has a Five Year Return of -0.19%. This is 112.84% lower than that of the American Funds family and significantly lower than that of the Family category. The five year return for all United States funds is 105.86% higher than that of the company.

American Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses American Funds' 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 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 currently under evaluation in five year return among similar funds.

Fund Asset Allocation for American Funds

The fund consists of 93.73% investments in stocks, with the rest of investments allocated between bonds, cash.
 Value 
      Instrument Type 

American Fundamentals

About American Funds Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze American Funds Developing'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 Developing 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 long-term growth of capital while providing current income. Under normal market conditions, the fund will invest at least 80 percent of its assets in securities that are issued by companies in developing countries principally traded in the securities markets of developing countries denominated in developing country currencies or issued by companies deemed to be suitable for investment by the fund because they have significant economic exposure to developing countries.

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 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.

American Funds Pair Correlation

Equities Pair Trading Analysis

Correlation analysis and pair trading evaluation for American Funds and Vanguard Emerging Markets. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
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Continue to American Funds Piotroski F Score and American Funds Altman Z Score analysis. Note that the American Funds Developing information on this page should be used as a complementary analysis to other American Funds' 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 Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.

Complementary Tools for American Mutual Fund analysis

When running American Funds Developing price analysis, check to measure American Funds' 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 American Funds is operating at the current time. Most of American Funds' value examination focuses on studying past and present price action to predict the probability of American Funds' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move American Funds' price. Additionally, you may evaluate how the addition of American Funds to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between American Funds' 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' 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.