American Mutual Financial Statements From 2010 to 2024

CMLCX Fund  USD 52.88  0.11  0.21%   
American Mutual financial statements provide useful quarterly and yearly information to potential American Mutual Fund investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on American Mutual financial statements helps investors assess American Mutual's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting American Mutual's valuation are summarized below:
American Mutual Fund does not presently have any fundamental signals for analysis.
Check American Mutual financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among American main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . American financial statements analysis is a perfect complement when working with American Mutual Valuation or Volatility modules.
  
This module can also supplement various American Mutual Technical models . Check out the analysis of American Mutual Correlation against competitors.

American Five Year Return Analysis

American Mutual'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 American Mutual Five Year Return

    
  9.48 %  
Most of American Mutual'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, American Mutual Fund 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

American Mutual Five Year Return Component Assessment

According to the company disclosure, American Mutual Fund has a Five Year Return of 9.4845%. This is much higher than that of the American Funds family and significantly higher than that of the Large Value category. The five year return for all United States funds is notably lower than that of the firm.

American Mutual Fund Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining American Mutual's current stock value. Our valuation model uses many indicators to compare American Mutual value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across American Mutual competition to find correlations between indicators driving American Mutual's intrinsic value. More Info.
American Mutual Fund is the top fund in price to book among similar funds. It is the top fund in annual yield among similar funds . The ratio of Price To Book to Annual Yield for American Mutual Fund is about  237.80 . Comparative valuation analysis is a catch-all model that can be used if you cannot value American Mutual by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for American Mutual's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the American Mutual's earnings, one of the primary drivers of an investment's value.

About American Mutual Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include American Mutual income statement, its balance sheet, and the statement of cash flows. American Mutual investors use historical funamental indicators, such as American Mutual's revenue or net income, to determine how well the company is positioned to perform in the future. Although American Mutual investors may use each financial statement separately, they are all related. The changes in American Mutual's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on American Mutual's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on American Mutual Financial Statements. Understanding these patterns can help to make the right decision on long term investment in American Mutual. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in common stocks of companies that are likely to participate in the growth of the American economy and whose dividends appear to be sustainable. It invests primarily in securities of issuers domiciled in the United States and Canada. The fund may also invest in bonds and other debt securities, including those issued by the U.S. government and by federal agencies and instrumentalities.

Pair Trading with American Mutual

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

Moving together with American Mutual Fund

  0.8STFGX State Farm GrowthPairCorr
  0.89AMECX Income FundPairCorr
  0.97RNEBX New World FundPairCorr
  0.97AMFCX American Mutual FundPairCorr
  0.97AMFFX American Mutual FundPairCorr
The ability to find closely correlated positions to American Mutual 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 Mutual 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 Mutual - 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 Mutual Fund to buy it.
The correlation of American Mutual 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 Mutual moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if American Mutual Fund 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 Mutual 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 the analysis of American Mutual Correlation against competitors.
Note that the American Mutual Fund information on this page should be used as a complementary analysis to other American Mutual'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 Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

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