American Fds Smallcap Fund Manager Performance Evaluation
| SCWCX Fund | USD 57.48 0.43 0.74% |
The fund shows a Beta (market volatility) of 0.89, which signifies possible diversification benefits within a given portfolio. American Fds returns are very sensitive to returns on the market. As the market goes up or down, American Fds is expected to follow.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in American Fds Smallcap are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, American Fds 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 December 2022 | |
| Expense Ratio | 1.8100 |
American |
American Fds Relative Risk vs. Return Landscape
If you would invest 5,585 in American Fds Smallcap on August 29, 2024 and sell it today you would earn a total of 163.00 from holding American Fds Smallcap or generate 2.92% return on investment over 90 days. American Fds Smallcap is currently producing 0.0493% returns and takes up 0.862% volatility of returns over 90 trading days. Put another way, 7% 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 Fds Current Valuation
Fairly Valued
Today
Please note that American Fds' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. American Fds Smallcap shows a prevailing Real Value of $57.05 per share. The current price of the fund is $57.48. We determine the value of American Fds Smallcap 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 Fds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of American Mutual Fund. However, American Fds' 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 57.48 | Real 57.05 | Hype 57.48 |
The intrinsic value of American Fds' 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 Fds' 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 Fds Smallcap 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 Fds more accurately as focusing exclusively on American Fds' fundamentals will not take into account other important factors: American Fds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for American Fds' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as American Fds Smallcap, and traders can use it to determine the average amount a American Fds' 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 = 0.0572
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SCWCX |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average American Fds is performing at about 4% 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 Fds by adding it to a well-diversified portfolio.
American Fds Fundamentals Growth
American Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of American Fds, and American Fds 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 | 23.35 X | ||||
| Price To Book | 2.39 X | ||||
| Price To Sales | 1.56 X | ||||
| Total Asset | 392.72 M | ||||
About American Fds Performance
Evaluating American Fds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if American Fds 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 Fds 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.
Normally the fund invests at least 80 percent of its net assets in common stocks and other equity-type securities of companies with small market capitalizations, including growth-oriented stocks. Under normal circumstances, the fund will invest a significant portion of its assets outside the United States, including in emerging markets.Things to note about American Fds Smallcap performance evaluation
Checking the ongoing alerts about American Fds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for American Fds Smallcap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -5.0% | |
| American Fds Smallcap maintains about 12.55% of its assets in cash |
- Analyzing American Fds' 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 Fds' stock is overvalued or undervalued compared to its peers.
- Examining American Fds' 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 Fds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of American Fds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of American Fds' mutual fund. These opinions can provide insight into American Fds' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in American Mutual Fund
American Fds 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 Fds security.
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