The fund shows a Beta (market volatility) of 0.63, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, American Funds returns are expected to increase less than the market. However, during the bear market, the loss on holding American Funds will be expected to be smaller as well.
11 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in American Funds 2030 are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, American Funds is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors....more
American Funds Relative Risk vs. Return LandscapeIf you would invest 1,541 in American Funds 2030 on November 27, 2023 and sell it today you would earn a total of 78.00 from holding American Funds 2030 or generate 5.06% return on investment over 90 days. American Funds 2030 is currently producing 0.0811% returns and takes up 0.5373% 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. Assuming the 90 days horizon American Funds is expected to generate 2.03 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.2 times less risky than the market. It trades about 0.15 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.25 of returns per unit of risk over similar time horizon.
American Funds Current Valuation
American Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for American Funds' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as American Funds 2030, and traders can use it to determine the average amount a American Funds' 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.
American Funds Fundamentals Growth
American Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of American Funds, and American Funds 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 Funds Performance
Things to note about American Funds 2030 performance evaluationChecking the ongoing alerts about American Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for American Funds 2030 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions. Evaluating American Funds' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate American Funds' mutual fund performance include:
- Analyzing American Funds' 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 Funds' stock is overvalued or undervalued compared to its peers.
- Examining American Funds' 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 Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of American Funds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of American Funds' mutual fund. These opinions can provide insight into American Funds' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in American Funds 2030. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in income.Note that the American Funds 2030 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 the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
Complementary Tools for American Mutual Fund analysis
When running American Funds' 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 the 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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