American Funds Buy or Sell Recommendation

Macroaxis provides American Funds New World R2E 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 New World R2E 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 New World R2E -- USA Fund  

USD 67.17  0.09  0.13%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding American Funds New World R2E is 'Cautious Hold'.
For the selected time horizon American Funds New World R2E has a mean deviation of 0.3523, standard deviation of 0.4664, variance of 0.2175, downside variance of 0.0897, semi variance of (0.094948) and expected short fall of (0.5)
Macroaxis provides unbiased buy, hold, or sell recommendation on American Funds New that should be used to complement current analysts and expert consensus on American Funds New World R2E. Our buy or sell advice engine determines the fund potential to grow exclusively from the prospective of investors current risk tolerance and investing horizon. Use American Funds New Number of Employees, Ten Year Return as well as the relationship between Ten Year Return and Bond Positions Weight to make sure your buy or sell decision on American Funds New is adequate.

Returns Distribution Density

Mean Return0.15Value At Risk0.43
Potential Upside1.25Standard Deviation0.47
 Return Density 
      Distribution 

American Funds Greeks

α
Alpha over DOW
=0.15
βBeta against DOW=0.34
σ
Overall volatility
=0.46
 IrInformation ratio =0.22

American Funds Volatility Alert

American Funds New World R2E exhibits very low volatility with skewness of 1.1 and kurtosis of 1.17. However, we advise investors to further study American Funds New World R2E 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 Earning18.23 times7.6 times
Price to Book2.07 times1.04 times
Price to Sales1.65 times1.03 times
One Year Return(1.71) % 2.3 %
Three Year Return4.75 % 3.97 %
Five Year Return4.55 % 1.27 %
Ten Year Return8.3 % 1.17 %
Net Asset33.54 B1.37 B
Minimum Initial Investment2508.09 M
Cash Position Weight0.77 % 14.48 %
Equity Positions Weight86.51 % 40.68 %
Bond Positions Weight5 % 14.72 %
SellBuy
Cautious 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 Performance0.112
Market Risk Adjusted Performance(0.39)
Mean Deviation0.3523
Downside Deviation0.2994
Coefficient Of Variation314.46
Standard Deviation0.4664
Variance0.2175
Information Ratio0.2218
Jensen Alpha0.1503
Total Risk Alpha0.091
Sortino Ratio0.3454
Treynor Ratio(0.4)
Maximum Drawdown1.04
Value At Risk(0.43)
Potential Upside1.25
Downside Variance0.0897
Semi Variance(0.094948)
Expected Short fall(0.5)
Skewness1.1
Kurtosis1.17