Rational Defensive Growth Fund Buy Hold or Sell Recommendation
| HSUTX Fund | USD 55.26 1.04 1.92% |
Assuming the 90 days horizon and your conservative risk appetite, our recommendation regarding Rational Defensive Growth is 'Strong Sell'. Macroaxis provides Rational Defensive buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding HSUTX positions. The advice algorithm takes into account all of Rational Defensive's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Rational Defensive's buy or sell advice are summarized below:
Real Value 55.47 | Hype Value 55.26 | Market Value 55.26 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Rational Defensive Growth given historical horizon and risk tolerance towards Rational Defensive. When Macroaxis issues a 'buy' or 'sell' recommendation for Rational Defensive Growth, the advice is generated through an automated system that utilizes algorithms and statistical models.
Rational |
Execute Rational Defensive Buy or Sell Advice
The Rational recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Rational Defensive Growth. Macroaxis does not own or have any residual interests in Rational Defensive Growth or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Rational Defensive's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Rational Defensive Trading Alerts and Improvement Suggestions
| The fund generated three year return of -1.0% | |
| Rational Defensive Growth retains 100.36% of its assets under management (AUM) in equities |
Rational Defensive Returns Distribution Density
The distribution of Rational Defensive's historical returns is an attempt to chart the uncertainty of Rational Defensive's future price movements. The chart of the probability distribution of Rational Defensive daily returns describes the distribution of returns around its average expected value. We use Rational Defensive Growth price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Rational Defensive returns is essential to provide solid investment advice for Rational Defensive.
| Mean Return | 0.06 | Value At Risk | -1.76 | Potential Upside | 1.82 | Standard Deviation | 1.02 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Rational Defensive historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Rational Defensive Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Rational Defensive or Rational Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Rational Defensive's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Rational fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.04 | |
β | Beta against NYSE Composite | 1.17 | |
σ | Overall volatility | 1.06 | |
Ir | Information ratio | -0.03 |
Rational Defensive Volatility Alert
Rational Defensive Growth has low volatility with Treynor Ratio of 0.04, Maximum Drawdown of 4.26 and kurtosis of -0.22. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Rational Defensive's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Rational Defensive's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Rational Defensive Fundamentals Vs Peers
Comparing Rational Defensive's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Rational Defensive's direct or indirect competition across all of the common fundamentals between Rational Defensive and the related equities. This way, we can detect undervalued stocks with similar characteristics as Rational Defensive or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Rational Defensive's fundamental indicators could also be used in its relative valuation, which is a method of valuing Rational Defensive by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Rational Defensive to competition |
| Fundamentals | Rational Defensive | Peer Average |
| Price To Earning | 20.92 X | 6.53 X |
| Price To Book | 2.59 X | 0.74 X |
| Price To Sales | 1.47 X | 0.61 X |
| Year To Date Return | 3.45 % | 0.39 % |
| One Year Return | 26.13 % | 4.15 % |
| Three Year Return | (0.56) % | 3.60 % |
| Five Year Return | 12.28 % | 3.24 % |
| Ten Year Return | 11.11 % | 1.79 % |
| Net Asset | 51.77 M | 4.11 B |
| Cash Position Weight | 0.04 % | 10.61 % |
| Equity Positions Weight | 100.36 % | 63.90 % |
Rational Defensive Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Rational . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.02 | |||
| Day Median Price | 55.26 | |||
| Day Typical Price | 55.26 | |||
| Price Action Indicator | 0.52 | |||
| Period Momentum Indicator | 1.04 |
About Rational Defensive Buy or Sell Advice
When is the right time to buy or sell Rational Defensive Growth? Buying financial instruments such as Rational Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
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