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

  
Symbol
Execute Advice
American Funds New Economy R5 -- USA Fund  

USD 48.29  0.26  0.54%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding American Funds New Economy R5 is 'Cautious Hold'.
For the selected time horizon American Funds New Economy R5 has a mean deviation of 0.5522, semi deviation of 0.5678, standard deviation of 0.6922, variance of 0.4791, downside variance of 0.4061 and semi variance of 0.3224
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 Return0.042948Value At Risk1
Potential Upside1.34Standard Deviation0.69
 Return Density 
      Distribution 

American Funds Greeks

α
Alpha over DOW
=0.12
βBeta against DOW=0.43
σ
Overall volatility
=0.71
 IrInformation ratio =0.25

American Funds Volatility Alert

American Funds New Economy R5 exhibits relatively low volatility with skewness of 0.28 and kurtosis of -0.51. However, we advice investors to further investigate American Funds New Economy R5 to make sure all market statistics is disseminated and is consistent with investors' estimations about American Funds upside potential.
    
 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 Asset18.78 B1.37 B
Minimum Initial Investment2508.09 M
Cash Position Weight2.03 % 14.48 %
Equity Positions Weight89.32 % 40.68 %
Bond Positions Weight0.58 % 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 Performance0.0335
Market Risk Adjusted Performance(0.066427)
Mean Deviation0.5522
Semi Deviation0.5678
Downside Deviation0.6373
Coefficient Of Variation1611.66
Standard Deviation0.6922
Variance0.4791
Information Ratio(0.25)
Jensen Alpha0.1228
Total Risk Alpha(0.26)
Sortino Ratio(0.28)
Treynor Ratio(0.076427)
Maximum Drawdown2.5
Value At Risk(1)
Potential Upside1.34
Downside Variance0.4061
Semi Variance0.3224
Expected Short fall(0.65)
Skewness0.2756
Kurtosis(0.51)