General American Investors Fund Manager Performance Evaluation

XGAMX Fund  USD 69.64  0.12  0.17%   
The fund retains a Market Volatility (i.e., Beta) of 0.0151, which attests to not very significant fluctuations relative to the market. As returns on the market increase, General American's returns are expected to increase less than the market. However, during the bear market, the loss of holding General American is expected to be smaller as well.

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in General American Investors are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, General American may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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General American Relative Risk vs. Return Landscape

If you would invest  6,492  in General American Investors on November 30, 2025 and sell it today you would earn a total of  472.00  from holding General American Investors or generate 7.27% return on investment over 90 days. General American Investors is currently producing 0.1172% returns and takes up 0.6481% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than General, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon General American is expected to generate 0.85 times more return on investment than the market. However, the company is 1.17 times less risky than the market. It trades about 0.18 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.08 per unit of risk.
Below is the normalized historical share price chart for General American Investors extending back to December 11, 1998. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of General American stands at 69.64, as last reported on the 28th of February, with the highest price reaching 69.64 and the lowest price hitting 69.64 during the day.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

General American Target Price Odds to finish over Current Price

The tendency of General Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 69.64 90 days 69.64 
nearly 4.86
Based on a normal probability distribution, the odds of General American to move above the current price in 90 days from now is nearly 4.86 (This General American Investors probability density function shows the probability of General Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon General American has a beta of 0.0151. This entails as returns on the market go up, General American average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding General American Investors will be expected to be much smaller as well. Additionally General American Investors has an alpha of 0.1598, implying that it can generate a 0.16 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   General American Price Density   
       Price  

Predictive Modules for General American

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as General American Inv. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
68.9969.6470.29
Details
Intrinsic
Valuation
LowRealHigh
62.6875.1175.76
Details
Naive
Forecast
LowNextHigh
69.8770.5271.16
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
67.2069.6069.72
Details

General American Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. General American is not an exception. The market had few large corrections towards the General American's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold General American Investors, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of General American within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.16
β
Beta against Dow Jones0.02
σ
Overall volatility
1.73
Ir
Information ratio 0.12

General American Fundamentals Growth

General Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of General American, and General American 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 General Mutual Fund performance.

About General American Performance

Evaluating General American's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if General American 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 General American 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.
General American is entity of United States. It is traded as Fund on NMFQS exchange.

Things to note about General American Inv performance evaluation

Checking the ongoing alerts about General American for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for General American Inv help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Evaluating General American's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate General American's mutual fund performance include:
  • Analyzing General American'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 General American's stock is overvalued or undervalued compared to its peers.
  • Examining General American'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 General American's management team can have a significant impact on its success or failure. Reviewing the track record and experience of General American's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of General American's mutual fund. These opinions can provide insight into General American's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating General American's mutual fund performance is not an exact science, and many factors can impact General American's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in General Mutual Fund

General American financial ratios help investors to determine whether General 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 General with respect to the benefits of owning General American security.
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