American Mutual Fund Manager Performance Evaluation
| AMRMX Fund | USD 59.97 0.36 0.60% |
The fund shows a Beta (market volatility) of 0.0313, which signifies not very significant fluctuations relative to the market. As returns on the market increase, American Mutual's returns are expected to increase less than the market. However, during the bear market, the loss of holding American Mutual is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in American Mutual Fund are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, American Mutual is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of January 2023 | |
| Expense Ratio | 0.5900 |
American |
American Mutual Relative Risk vs. Return Landscape
If you would invest 5,787 in American Mutual Fund on August 27, 2024 and sell it today you would earn a total of 210.00 from holding American Mutual Fund or generate 3.63% return on investment over 90 days. American Mutual Fund is currently producing 0.0573% returns and takes up 0.5714% volatility of returns over 90 trading days. Put another way, 5% 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 Mutual Current Valuation
Fairly Valued
Today
Please note that American Mutual's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. American Mutual shows a prevailing Real Value of $59.6 per share. The current price of the fund is $59.97. We determine the value of American Mutual 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 Mutual is currently traded on the exchange, buyers and sellers on that exchange determine the market value of American Mutual Fund. However, American Mutual'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 59.97 | Real 59.6 | Hype 59.97 | Naive 59.66 |
The intrinsic value of American Mutual'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 Mutual'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 Mutual 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 Mutual more accurately as focusing exclusively on American Mutual's fundamentals will not take into account other important factors: American Mutual Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for American Mutual's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as American Mutual Fund, and traders can use it to determine the average amount a American Mutual'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 = 0.1003
| Best Portfolio | Best Equity | |||
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| Cash | AMRMX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.57 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average American Mutual is performing at about 7% 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 Mutual by adding it to a well-diversified portfolio.
American Mutual Fundamentals Growth
American Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of American Mutual, and American Mutual 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 | 4.49 X | ||||
| Price To Book | 3.02 X | ||||
| Price To Sales | 2.06 X | ||||
| Total Asset | 36.78 B | ||||
About American Mutual Performance
Evaluating American Mutual's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if American Mutual 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 Mutual 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 investment seeks current income, growth of capital and conservation of principal. American Mutual is traded on NASDAQ Exchange in the United States.Things to note about American Mutual performance evaluation
Checking the ongoing alerts about American Mutual for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for American Mutual 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 9.92% of its assets under management (AUM) in cash |
- Analyzing American Mutual'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 Mutual's stock is overvalued or undervalued compared to its peers.
- Examining American Mutual'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 Mutual's management team can have a significant impact on its success or failure. Reviewing the track record and experience of American Mutual's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of American Mutual's mutual fund. These opinions can provide insight into American Mutual's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in American Mutual Fund
American Mutual 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 Mutual security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
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