American Funds Buy or Sell Recommendation

Macroaxis provides American Funds Retire Inc Port Enh R1 buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding American Funds positions. The advice algorithm takes into account all of American Funds Retire Inc Port Enh R1 available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from American Funds buy-and-hold prospective. Additionally take a look at American Funds Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus

Investment Horizon

  

Risk Tolerance

  
Symbol
Execute Advice
American Funds Retire Inc Port Enh R1 -- USA Fund  

USD 11.6  0.01  0.0863%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding American Funds Retire Inc Port Enh R1 is 'Strong Hold'.
For the selected time horizon American Funds Retire Inc Port Enh R1 has a risk adjusted performance of 0.035, jensen alpha of (0.008289), total risk alpha of (0.062995), sortino ratio of 0.0 and treynor ratio of 0.0872
This buy or sell advice tool can be used to cross verify current analyst consensus on American Funds Retire and to analyze the fund potential to grow in the current economic cycle. Please makes use of American Funds Number of Employees and Cash Position Weight to make buy, hold, or sell decision on American Funds Retire.

Returns Distribution Density

Mean Return0.02Value At Risk-0.1733
Potential Upside0.2613Standard Deviation0.1421
 Return Density 
      Distribution 

American Funds Greeks

α
Alpha over DOW
=(0.008289) 
βBeta against DOW= 0.16 
σ
Overall volatility
= 0.14 
 IrInformation ratio =(0.89) 

American Funds Volatility Alert

American Funds Retire Inc Port Enh R1 exhibits very low volatility with skewness of -0.2 and kurtosis of 2.04. However, we advise investors to further study American Funds Retire Inc Port Enh R1 technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare American Funds to competition
FundamentalsAmerican FundsPeer Average
Price to Earning18.89 times7.6 times
Price to Book2.66 times1.04 times
Price to Sales1.96 times1.03 times
One Year Return10.15 % 2.3 %
Net Asset551.19 M1.37 B
Minimum Initial Investment2508.09 M
Last Dividend Paid0.051.05
Cash Position Weight3.93 % 14.48 %
Equity Positions Weight64.12 % 40.68 %
Bond Positions Weight28.82 % 14.72 %
SellBuy
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Currently Unavailable

Piotroski F Score

Currently Unavailable

Financial Leverage

Inapplicable
Risk Adjusted Performance0.035
Market Risk Adjusted Performance0.0972
Mean Deviation0.0989
Coefficient Of Variation600.32
Standard Deviation0.1421
Variance0.0202
Information Ratio(0.89)
Jensen Alpha(0.008289)
Total Risk Alpha(0.062995)
Treynor Ratio0.0872
Maximum Drawdown0.434
Value At Risk(0.17)
Potential Upside0.2613
Skewness(0.2)
Kurtosis2.04