American Balanced Fund Manager Performance Evaluation
| AMBFX Fund | USD 36.81 0.07 0.19% |
The fund shows a Beta (market volatility) of 0.53, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, American Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding American Balanced is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in American Balanced Fund are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, American Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.3500 |
American |
American Balanced Relative Risk vs. Return Landscape
If you would invest 3,545 in American Balanced Fund on August 29, 2024 and sell it today you would earn a total of 136.00 from holding American Balanced Fund or generate 3.84% return on investment over 90 days. American Balanced Fund is currently producing 0.0601% returns and takes up 0.4971% 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 |
American Balanced Current Valuation
Fairly Valued
Today
Please note that American Balanced's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. American Balanced shows a prevailing Real Value of $36.56 per share. The current price of the fund is $36.81. We determine the value of American Balanced 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 Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of American Mutual Fund. However, American Balanced'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 36.81 | Real 36.56 | Hype 36.81 | Naive 36.7 |
The intrinsic value of American Balanced'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 Balanced'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.
Estimating the potential upside or downside of American Balanced 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 Balanced more accurately as focusing exclusively on American Balanced's fundamentals will not take into account other important factors: American Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for American Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as American Balanced Fund, and traders can use it to determine the average amount a American Balanced'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 = 0.1208
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| Cash | AMBFX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.5 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average American Balanced is performing at about 9% 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 Balanced by adding it to a well-diversified portfolio.
American Balanced Fundamentals Growth
American Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of American Balanced, and American Balanced 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.
| Price To Earning | 19.97 X | ||||
| Price To Book | 2.67 X | ||||
| Price To Sales | 1.91 X | ||||
| Total Asset | 214.94 B | ||||
About American Balanced Performance
Evaluating American Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if American Balanced has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if American Balanced has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. It also invests in securities issued and guaranteed by the U.S. government and by federal agencies and instrumentalities. In addition, the fund may invest a portion of its assets in common stocks, most of which have a history of paying dividends, bonds and other securities of issuers domiciled outside the United States.Things to note about American Balanced performance evaluation
Checking the ongoing alerts about American Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for American Balanced 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 7.88% of its assets under management (AUM) in cash |
- Analyzing American Balanced'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 Balanced's stock is overvalued or undervalued compared to its peers.
- Examining American Balanced'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 Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of American Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of American Balanced's mutual fund. These opinions can provide insight into American Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in American Mutual Fund
American Balanced 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 Balanced security.
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