American Funds' market value is the price at which a share of American Funds trades on a public exchange. It measures the collective expectations of American Funds Balanced investors about its performance. American Funds is trading at 20.59 as of the 7th of February 2026; that is 1.53% up since the beginning of the trading day. The fund's open price was 20.28. With this module, you can estimate the performance of a buy and hold strategy of American Funds Balanced and determine expected loss or profit from investing in American Funds over a given investment horizon. Check out American Funds Correlation, American Funds Volatility and American Funds Performance module to complement your research on American Funds.
It's important to distinguish between American Funds' intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding American Funds should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, American Funds' market price signifies the transaction level at which participants voluntarily complete trades.
American Funds '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 American Funds' 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 American Funds.
0.00
11/09/2025
No Change 0.00
0.0
In 2 months and 31 days
02/07/2026
0.00
If you would invest 0.00 in American Funds on November 9, 2025 and sell it all today you would earn a total of 0.00 from holding American Funds Balanced or generate 0.0% return on investment in American Funds over 90 days. American Funds is related to or competes with Environment, Energy Fund, Shelton Green, and Hennessy. The fund invests in a mix of American Funds in different combinations and weightings More
American Funds 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 American Funds' 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 American Funds Balanced upside and downside potential and time the market with a certain degree of confidence.
Today, many novice investors tend to focus exclusively on investment returns with little concern for American Funds' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as American Funds' standard deviation. In reality, there are many statistical measures that can use American Funds historical prices to predict the future American Funds' volatility.
Please note, it is not enough to conduct a financial or market analysis of a single entity such as American Funds. Your research has to be compared to or analyzed against American Funds' peers to derive any actionable benefits. When done correctly, American Funds' competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in American Funds Balanced.
American Funds February 7, 2026 Technical Indicators
At this stage we consider American Mutual Fund to be very steady. American Funds Balanced secures Sharpe Ratio (or Efficiency) of 0.2, which signifies that the fund had a 0.2 % return per unit of standard deviation over the last 3 months. We have found twenty-seven technical indicators for American Funds Balanced, which you can use to evaluate the volatility of the entity. Please confirm American Funds' risk adjusted performance of 0.1592, and Mean Deviation of 0.4573 to double-check if the risk estimate we provide is consistent with the expected return of 0.14%. The fund shows a Beta (market volatility) of 0.49, 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 of holding American Funds is expected to be smaller as well.
Auto-correlation
0.35
Below average predictability
American Funds Balanced has below average predictability. Overlapping area represents the amount of predictability between American Funds time series from 9th of November 2025 to 24th of December 2025 and 24th of December 2025 to 7th of February 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 American Funds Balanced price movement. The serial correlation of 0.35 indicates that nearly 35.0% of current American Funds price fluctuation can be explain by its past prices.
Correlation Coefficient
0.35
Spearman Rank Test
0.37
Residual Average
0.0
Price Variance
0.1
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Other Information on Investing in American Mutual Fund
American Funds 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 Funds security.