American Funds Year To Date Return vs. Three Year Return
| AAHTX Fund | USD 22.43 0.15 0.67% |
For American Funds profitability analysis, we use financial ratios and fundamental drivers that measure the ability of American Funds to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well American Funds 2045 utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between American Funds's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of American Funds 2045 over time as well as its relative position and ranking within its peers.
American |
American Funds 2045 Three Year Return vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining American Funds's current stock value. Our valuation model uses many indicators to compare American Funds value to that of its competitors to determine the firm's financial worth. American Funds 2045 is the top fund in year to date return among similar funds. It is third largest fund in three year return among similar funds reporting about 0.30 of Three Year Return per Year To Date Return. The ratio of Year To Date Return to Three Year Return for American Funds 2045 is roughly 3.36 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the American Funds' earnings, one of the primary drivers of an investment's value.American Three Year Return vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
American Funds |
| = | 17.63 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
American Funds |
| = | 5.24 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
American Three Year Return Comparison
American Funds is currently under evaluation in three year return among similar funds.
American Funds Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in American Funds, profitability is also one of the essential criteria for including it into their portfolios because, without profit, American Funds will eventually generate negative long term returns. The profitability progress is the general direction of American Funds' change in net profit over the period of time. It can combine multiple indicators of American Funds, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.
American Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on American Funds. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of American Funds position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the American Funds' important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in American Funds without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your American Funds position
In addition to having American Funds in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Money Funds
Funds or Etfs that invest most if their asset in companies from financial sector such as commercial banks, insurance companies, investment funds, and real estate. The Money Funds theme has 32 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Money Funds Theme or any other thematic opportunities.
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Other Information on Investing in American Mutual Fund
To fully project American Funds' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of American Funds 2045 at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include American Funds' income statement, its balance sheet, and the statement of cash flows.
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