American Funds Buy or Sell Recommendation

Macroaxis provides American Funds New Economy R5 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 Economy R5 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

Execute Advice
American Funds New Economy R5 -- USA Fund  

USD 47.1  0.15  0.32%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding American Funds New Economy R5 is 'Buy'.
For the selected time horizon American Funds New Economy R5 has a risk adjusted performance of 0.0832, jensen alpha of 0.0831, total risk alpha of (0.09145), sortino ratio of 0.0 and treynor ratio of 0.3345
Macroaxis buy, hold, or sell recommendation tool can be used to complement American Funds buy or sell advice provided by experts. It analyzes the fund potential to grow against your specific risk preferences and investment horizon. Use American Funds New Number of Employees and Net Asset to make sure your buy or sell decision on American Funds New is adequate.

Returns Distribution Density

Mean Return0.14Value At Risk-0.5501
Potential Upside0.5256Standard Deviation0.4125
 Return Density 

American Funds Greeks

Alpha over DOW
= 0.083114 
βBeta against DOW= 0.39 
Overall volatility
= 0.4 
 IrInformation ratio = 0.0197 

American Funds Volatility Alert

American Funds New Economy R5 exhibits very low volatility with skewness of -0.66 and kurtosis of 3.1. However, we advise investors to further study American Funds New Economy R5 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 Earning20.8 times7.6 times
Price to Book2.36 times1.04 times
Price to Sales1.23 times1.03 times
One Year Return0.13 % 2.3 %
Three Year Return22 % 3.97 %
Five Year Return1.65 % 1.27 %
Ten Year Return5.68 % 1.17 %
Net Asset17.84 B1.37 B
Minimum Initial Investment2508.09 M
Cash Position Weight8.77 % 14.48 %
Equity Positions Weight90.11 % 40.68 %
Bond Positions Weight0.1 % 14.72 %


Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Currently Unavailable

Piotroski F Score

Currently Unavailable

Financial Leverage

Risk Adjusted Performance0.0832
Market Risk Adjusted Performance0.3445
Mean Deviation0.2849
Coefficient Of Variation290.4
Standard Deviation0.4125
Information Ratio0.0197
Jensen Alpha0.0831
Total Risk Alpha(0.09145)
Treynor Ratio0.3345
Maximum Drawdown1.55
Value At Risk(0.55)
Potential Upside0.5256