Amcap Fund Class Fund Manager Performance Evaluation
| CAFFX Fund | USD 46.91 0.54 1.16% |
The fund shows a Beta (market volatility) of 0.82, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Amcap Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Amcap Fund is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Amcap Fund Class are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Amcap Fund may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.7800 |
Amcap |
Amcap Fund Relative Risk vs. Return Landscape
If you would invest 4,336 in Amcap Fund Class on September 13, 2024 and sell it today you would earn a total of 355.00 from holding Amcap Fund Class or generate 8.19% return on investment over 90 days. Amcap Fund Class is currently producing 0.1279% returns and takes up 0.7683% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Amcap, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Amcap Fund Current Valuation
Undervalued
Today
Please note that Amcap Fund's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Amcap Fund Class shows a prevailing Real Value of $49.45 per share. The current price of the fund is $46.91. We determine the value of Amcap Fund Class 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 Amcap Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Amcap Mutual Fund. However, Amcap Fund'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 46.91 | Real 49.45 | Hype 46.91 | Naive 47.06 |
The intrinsic value of Amcap Fund'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 Amcap Fund'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 Amcap Fund Class helps investors to forecast how Amcap 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 Amcap Fund more accurately as focusing exclusively on Amcap Fund's fundamentals will not take into account other important factors: Amcap Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Amcap Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Amcap Fund Class, and traders can use it to determine the average amount a Amcap Fund'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 = 0.1665
| Best Portfolio | Best Equity | |||
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| Cash | CAFFX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Amcap Fund is performing at about 13% 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 Amcap Fund by adding it to a well-diversified portfolio.
Amcap Fund Fundamentals Growth
Amcap Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Amcap Fund, and Amcap Fund 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 Amcap Mutual Fund performance.
| Price To Earning | 3.07 X | ||||
| Price To Book | 3.52 X | ||||
| Price To Sales | 1.80 X | ||||
| Total Asset | 88.42 B | ||||
About Amcap Fund Performance
Evaluating Amcap Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Amcap Fund 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 Amcap Fund 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 of U.S. companies that have solid long-term growth records and the potential for good future growth. The basic investment philosophy of the investment adviser is to seek to invest in attractively valued companies that, in its opinion, represent good, long-term investment opportunities.Things to note about Amcap Fund Class performance evaluation
Checking the ongoing alerts about Amcap Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Amcap Fund Class 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 8.1% of its assets under management (AUM) in cash |
- Analyzing Amcap Fund'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 Amcap Fund's stock is overvalued or undervalued compared to its peers.
- Examining Amcap Fund'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 Amcap Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Amcap Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Amcap Fund's mutual fund. These opinions can provide insight into Amcap Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Amcap Mutual Fund
Amcap Fund financial ratios help investors to determine whether Amcap 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 Amcap with respect to the benefits of owning Amcap Fund security.
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