American Funds 2010 Fund Manager Performance Evaluation

RCATX Fund  USD 11.30  0.01  0.09%   
The fund shows a Beta (market volatility) of 0.46, 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.

Risk-Adjusted Performance

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Over the last 90 days American Funds 2010 has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, American Funds 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 Ratio0.9400
  

American Funds Relative Risk vs. Return Landscape

If you would invest  1,127  in American Funds 2010 on December 1, 2023 and sell it today you would earn a total of  3.00  from holding American Funds 2010 or generate 0.27% return on investment over 90 days. American Funds 2010 is currently producing 0.0058% returns and takes up 0.5309% 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.
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       Risk  
Assuming the 90 days horizon American Funds is expected to generate 22.62 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.21 times less risky than the market. It trades about 0.01 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.2 of returns per unit of risk over similar time horizon.

American Funds Current Valuation

Overvalued
Today
11.30
Please note that American Funds' price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. American Funds 2010 shows a prevailing Real Value of $11.03 per share. The current price of the fund is $11.3. We determine the value of American Funds 2010 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.
Our valuation method for American Funds 2010 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 Funds. Since American Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of American Mutual Fund. However, American Funds' 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  11.3 Real  11.03 Hype  11.3
The real value of a stock, also known as the intrinsic value, is the underlying worth of a company that is reflected in its stock price. It is based on the company's financial performance, assets, liabilities, growth prospects, management team, industry conditions, and other relevant factors. The real value of a stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, price-to-book ratio, and other valuation metrics. The real value of a stock 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 the stock's price. It is important to note that the real value of a stock is not a fixed number and may change over time based on changes in the company's performance and other relevant factors.
11.03
Real Value
11.56
Upside
Estimating the potential upside or downside of American Funds 2010 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 Funds more accurately as focusing exclusively on American Funds' fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
10.7711.3011.83
Details

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 2010, 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.

Sharpe Ratio = 0.011

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Estimated Market Risk

 0.53
  actual daily
4
96% of assets are more volatile

Expected Return

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Most of other assets have higher returns

Risk-Adjusted Return

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Most of other assets perform better
Based on monthly moving average American Funds is not performing at its full potential. However, 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 Funds by adding American Funds to a well-diversified portfolio.

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

To evaluate American Funds 2010 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 Funds 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 Funds 2010 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 normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Things to note about American Funds 2010 performance evaluation

Checking 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 2010 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains about 5.59% of its assets in cash
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.
It's essential to remember that evaluating American Funds' mutual fund performance is not an exact science, and many factors can impact American Funds' 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.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in American Funds 2010. 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 employment.
You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.

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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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 if American Funds is a good investment 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.