American Mutual Fund Manager Performance Evaluation

AMFCX -  USA Fund  

USD 50.00  0.10  0.20%

The fund shows a Beta (market volatility) of -0.0327, which signifies not very significant fluctuations relative to the market. Let's try to break down what American's beta means in this case. As returns on the market increase, returns on owning American Mutual are expected to decrease at a much lower rate. During the bear market, American Mutual is likely to outperform the market. Although it is extremely important to respect American Mutual 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 technical indicators, you can presently evaluate if the expected return of 0.0315% will be sustainable into the future.

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 American Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in American Mutual are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental 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 Low39.46
Fifty Two Week High50.02
Annual Report Expense Ratio1.34%

American Mutual Relative Risk vs. Return Landscape

If you would invest  4,908  in American Mutual on May 4, 2021 and sell it today you would earn a total of  92.00  from holding American Mutual or generate 1.87% return on investment over 90 days. American Mutual is currently producing 0.0315% returns and takes up 0.6415% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than American, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon American Mutual is expected to generate 1.26 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.15 times less risky than the market. It trades about 0.05 of its potential returns per unit of risk. The DOW is currently generating roughly 0.05 of returns per unit of risk over similar time horizon.

American Mutual Current Valuation

Undervalued
Today
50.00
2nd of August 2021
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Please note that American Mutual's price fluctuation is out of control at this time.
American Mutual prevailing Real Value cannot be determined due to lack of data. The current price of American Mutual is $50.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of American Mutual from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued instruments and dropping overvalued instruments since, at some point, stock prices and their ongoing real values will blend.
Our valuation method for American Mutual is useful when determining the fair value of the American mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of American Mutual. Since American Mutual is currently traded on the exchange, buyers and sellers on that exchange determine the market value of American Mutual Fund. However, American Mutual's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
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Real Value
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Upside
Estimating the potential upside or downside of American Mutual helps investors to forecast how American mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of American Mutual more accurately as focusing exclusively on American Mutual's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
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48.7749.5750.36
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Hype
Prediction
LowEstimated ValueHigh
0.000.000.00
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Potential
Annual Dividend
LowIncome Per ShareHigh
0.770.770.77
Details

American Mutual Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for American Mutual's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as American Mutual, and traders can use it to determine the average amount a American Mutual's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0491

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Estimated Market Risk
 0.64
  actual daily
 
 5 %
of total potential
 
55
Expected Return
 0.03
  actual daily
 
 0 %
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00
Risk-Adjusted Return
 0.05
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 3 %
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33
Based on monthly moving average American Mutual is performing at about 3% 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.

About American Mutual Performance

To evaluate American Mutual Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when American Mutual generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare American Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand American Mutual stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents American's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks current income, growth of capital and conservation of principal. American Mutual is traded on NASDAQ Exchange in the United States.

Things to note about American Mutual

Checking the ongoing alerts about American Mutual for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for American Mutual help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

American Mutual Alerts

Equity Alerts and Improvement Suggestions

American Mutual is unlikely to experience financial distress in the next 2 years
On 16th of June 2021 American Mutual paid $ 0.112 per share dividend to its current shareholders
The fund holds about 6.19% of its assets under management (AUM) in cash
Please continue to Trending Equities. Note that the American Mutual 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 CEO Directory module to screen CEOs from public companies around the world.

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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 American Mutual value 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.