American Mutual Fund Manager Performance Evaluation

AMFFX Fund  USD 54.35  0.05  0.09%   
The fund shows a Beta (market volatility) of 0.11, which signifies not very significant fluctuations relative to the market. As returns on the market increase, American Mutual's returns are expected to increase less than the market. However, during the bear market, the loss of holding American Mutual is expected to be smaller as well.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in American Mutual Fund are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and 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.
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Expense Ratio Date1st of January 2023
Expense Ratio0.6400
  

American Mutual Relative Risk vs. Return Landscape

If you would invest  5,374  in American Mutual Fund on March 27, 2024 and sell it today you would earn a total of  61.00  from holding American Mutual Fund or generate 1.14% return on investment over 90 days. American Mutual Fund is currently producing 0.02% returns and takes up 0.5495% volatility of returns over 90 trading days. Put another way, 4% 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.
  Expected Return   
       Risk  
Assuming the 90 days horizon American Mutual is expected to generate 0.85 times more return on investment than the market. However, the company is 1.18 times less risky than the market. It trades about 0.04 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.02 per unit of risk.

American Mutual Current Valuation

Fairly Valued
Today
54.35
Please note that American Mutual's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. American Mutual shows a prevailing Real Value of $53.99 per share. The current price of the fund is $54.35. 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 mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
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.
Historical Market  54.35 Real  53.99 Hype  54.35
The intrinsic value of American Mutual's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence American Mutual's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
53.99
Real Value
54.54
Upside
Estimating the potential upside or downside of American Mutual Fund 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:
Hype
Prediction
LowEstimatedHigh
53.8054.3554.90
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 Fund, 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 = 0.0364

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Estimated Market Risk

 0.55
  actual daily
4
96% of assets are more volatile

Expected Return

 0.02
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.04
  actual daily
2
98% of assets perform better
Based on monthly moving average American Mutual is performing at about 2% 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.

American Mutual Fundamentals Growth

American Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of American Mutual, and American Mutual fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on American Mutual Fund performance.

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 market performance in a much more refined way. 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 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.

Things to note about American Mutual performance evaluation

Checking the ongoing alerts about American Mutual for important developments is a great way to find new opportunities for your next move. Mutual Fund 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.
The fund holds about 9.92% of its assets under management (AUM) in cash
Evaluating American Mutual's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate American Mutual's mutual fund performance include:
  • Analyzing American Mutual's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether American Mutual's stock is overvalued or undervalued compared to its peers.
  • Examining American Mutual's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating American Mutual's management team can have a significant impact on its success or failure. Reviewing the track record and experience of American Mutual's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of American Mutual's mutual fund. These opinions can provide insight into American Mutual's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating American Mutual's mutual fund performance is not an exact science, and many factors can impact American Mutual's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in American Mutual Fund

American Mutual financial ratios help investors to determine whether American Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in American with respect to the benefits of owning American Mutual security.
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets