Investment Of America Fund Manager Performance Evaluation
| ICAFX Fund | USD 62.23 0.28 0.45% |
The fund retains a Market Volatility (i.e., Beta) of 0.84, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Investment is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Investment Of America are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Investment is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.3700 |
Investment |
Investment Relative Risk vs. Return Landscape
If you would invest 5,887 in Investment Of America on August 24, 2024 and sell it today you would earn a total of 308.00 from holding Investment Of America or generate 5.23% return on investment over 90 days. Investment Of America is currently producing 0.0825% returns and takes up 0.7459% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Investment, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Investment Current Valuation
Fairly Valued
Today
Please note that Investment's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Investment Of America retains a regular Real Value of $61.45 per share. The prevalent price of the fund is $62.23. We determine the value of Investment Of America from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Investment is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Investment Mutual Fund. However, Investment'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 62.23 | Real 61.45 | Hype 61.95 | Naive 61.1 |
The intrinsic value of Investment'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 Investment'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 Investment Of America helps investors to forecast how Investment 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 Investment more accurately as focusing exclusively on Investment's fundamentals will not take into account other important factors: Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Investment's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Investment Of America, and traders can use it to determine the average amount a Investment'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 = 0.1105
| Best Portfolio | Best Equity | |||
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| Cash | ICAFX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Investment is performing at about 8% 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 Investment by adding it to a well-diversified portfolio.
Investment Fundamentals Growth
Investment Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Investment, and Investment 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 Investment Mutual Fund performance.
| Price To Earning | 18.45 X | ||||
| Price To Book | 2.70 X | ||||
| Price To Sales | 1.83 X | ||||
| Total Asset | 106.68 B | ||||
About Investment Performance
Evaluating Investment's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Investment 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 Investment 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 invests primarily in common stocks, most of which have a history of paying dividends. It may invest up to 15 percent of its assets, at the time of purchase, outside the United States. Although the fund focuses on investments in medium to larger capitalization companies, the funds investments are not limited to a particular capitalization size.Things to note about Investment Of America performance evaluation
Checking the ongoing alerts about Investment for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Investment Of America help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 8.72% of its assets under management (AUM) in cash |
- Analyzing Investment'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 Investment's stock is overvalued or undervalued compared to its peers.
- Examining Investment'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 Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Investment's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Investment's mutual fund. These opinions can provide insight into Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Investment Mutual Fund
Investment financial ratios help investors to determine whether Investment 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 Investment with respect to the benefits of owning Investment security.
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