American Growth Fund Manager Performance Evaluation
| AMRCX Fund | USD 6.36 0.05 0.79% |
The fund shows a Beta (market volatility) of 1.08, which signifies a somewhat significant risk relative to the market. American Growth returns are very sensitive to returns on the market. As the market goes up or down, American Growth is expected to follow.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in American Growth Fund are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, American Growth may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 30th of November 2022 | |
| Expense Ratio | 6.4300 |
American |
American Growth Relative Risk vs. Return Landscape
If you would invest 581.00 in American Growth Fund on September 3, 2024 and sell it today you would earn a total of 55.00 from holding American Growth Fund or generate 9.47% return on investment over 90 days. American Growth Fund is currently producing 0.1471% returns and takes up 1.0675% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than American, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
American Growth Current Valuation
Fairly Valued
Today
Please note that American Growth's price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. American Growth shows a prevailing Real Value of $6.28 per share. The current price of the fund is $6.36. We determine the value of American Growth 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 Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of American Mutual Fund. However, American Growth'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 6.36 | Real 6.28 | Hype 6.36 | Naive 6.41 |
The intrinsic value of American Growth'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 Growth'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 Growth 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 Growth more accurately as focusing exclusively on American Growth's fundamentals will not take into account other important factors: American Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for American Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as American Growth Fund, and traders can use it to determine the average amount a American Growth'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 = 0.1378
| Best Portfolio | Best Equity | |||
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| Cash | AMRCX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average American Growth is performing at about 10% 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 Growth by adding it to a well-diversified portfolio.
American Growth Fundamentals Growth
American Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of American Growth, and American Growth 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.
| Total Asset | 1.31 M | |||
About American Growth Performance
Evaluating American Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if American Growth 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 Growth 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 advisor uses a consistent approach to build the funds security portfolio which is made up primarily of common stocks and securities convertible into common stock. These securities are issued by large companies, and to a lesser extent, small and mid-sized companies. When a companys fundamentals are strong, the managers believe earnings growth will follow.Things to note about American Growth performance evaluation
Checking the ongoing alerts about American Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for American Growth 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 all of its assets under management (AUM) in equities |
- Analyzing American Growth'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 Growth's stock is overvalued or undervalued compared to its peers.
- Examining American Growth'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 Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of American Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of American Growth's mutual fund. These opinions can provide insight into American Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in American Mutual Fund
American Growth 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 Growth security.
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