Income Growth Fund Net Income
| AMGIX Fund | USD 39.99 0.13 0.33% |
As of the 27th of January, Income Growth retains the Market Risk Adjusted Performance of 0.3316, downside deviation of 0.6843, and Risk Adjusted Performance of 0.1591. Income Growth technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the entity's future prices.
Income Growth's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Income Growth's valuation are provided below:Income Growth Fund does not presently have any fundamental trends for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Income |
Income Growth 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Income Growth's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Income Growth.
| 10/29/2025 |
| 01/27/2026 |
If you would invest 0.00 in Income Growth on October 29, 2025 and sell it all today you would earn a total of 0.00 from holding Income Growth Fund or generate 0.0% return on investment in Income Growth over 90 days. Income Growth is related to or competes with Income Growth, Equity Growth, Brandes International, Goldman Sachs, Focused Dynamic, Value Line, and T Rowe. In selecting stocks for the fund, the managers use quantitative and qualitative management techniques in a multi-step pr... More
Income Growth Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Income Growth's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Income Growth Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6843 | |||
| Information Ratio | 0.1398 | |||
| Maximum Drawdown | 8.67 | |||
| Value At Risk | (1.13) | |||
| Potential Upside | 1.39 |
Income Growth Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Income Growth's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Income Growth's standard deviation. In reality, there are many statistical measures that can use Income Growth historical prices to predict the future Income Growth's volatility.| Risk Adjusted Performance | 0.1591 | |||
| Jensen Alpha | 0.1773 | |||
| Total Risk Alpha | 0.1192 | |||
| Sortino Ratio | 0.2287 | |||
| Treynor Ratio | 0.3216 |
Income Growth January 27, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1591 | |||
| Market Risk Adjusted Performance | 0.3316 | |||
| Mean Deviation | 0.6684 | |||
| Semi Deviation | 0.2825 | |||
| Downside Deviation | 0.6843 | |||
| Coefficient Of Variation | 471.58 | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.25 | |||
| Information Ratio | 0.1398 | |||
| Jensen Alpha | 0.1773 | |||
| Total Risk Alpha | 0.1192 | |||
| Sortino Ratio | 0.2287 | |||
| Treynor Ratio | 0.3216 | |||
| Maximum Drawdown | 8.67 | |||
| Value At Risk | (1.13) | |||
| Potential Upside | 1.39 | |||
| Downside Variance | 0.4683 | |||
| Semi Variance | 0.0798 | |||
| Expected Short fall | (0.79) | |||
| Skewness | 3.88 | |||
| Kurtosis | 24.06 |
Income Growth Backtested Returns
Income Growth appears to be very steady, given 3 months investment horizon. Income Growth holds Efficiency (Sharpe) Ratio of 0.22, which attests that the entity had a 0.22 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Income Growth, which you can use to evaluate the volatility of the entity. Please utilize Income Growth's Downside Deviation of 0.6843, risk adjusted performance of 0.1591, and Market Risk Adjusted Performance of 0.3316 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of 0.71, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Income Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Income Growth is expected to be smaller as well.
Auto-correlation | 0.33 |
Below average predictability
Income Growth Fund has below average predictability. Overlapping area represents the amount of predictability between Income Growth time series from 29th of October 2025 to 13th of December 2025 and 13th of December 2025 to 27th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Income Growth price movement. The serial correlation of 0.33 indicates that nearly 33.0% of current Income Growth price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.33 | |
| Spearman Rank Test | 0.71 | |
| Residual Average | 0.0 | |
| Price Variance | 0.66 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Income Growth Fund reported net income of 0.0. This indicator is about the same for the American Century Investments average (which is currently at 0.0) family and about the same as Large Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Income Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Income Growth's current stock value. Our valuation model uses many indicators to compare Income Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Income Growth competition to find correlations between indicators driving Income Growth's intrinsic value. More Info.Income Growth Fund is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Income Growth Fund is roughly 6.43 . 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 Income Growth's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Income Growth
The fund consists of 96.92% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Income Growth's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Income Fundamentals
| Price To Earning | 17.10 X | |||
| Price To Book | 2.66 X | |||
| Price To Sales | 1.48 X | |||
| Total Asset | 154.23 M | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 2.98 % | |||
| One Year Return | 15.76 % | |||
| Three Year Return | 12.17 % | |||
| Five Year Return | 9.10 % | |||
| Ten Year Return | 11.22 % | |||
| Net Asset | 1.91 B | |||
| Minimum Initial Investment | 5 M | |||
| Last Dividend Paid | 0.12 | |||
| Cash Position Weight | 3.08 % | |||
| Equity Positions Weight | 96.92 % |
About Income Growth Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Income Growth Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Income Growth using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Income Growth Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Other Information on Investing in Income Mutual Fund
Income Growth financial ratios help investors to determine whether Income 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 Income with respect to the benefits of owning Income Growth security.
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