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

Time Horizon

Risk Tolerance

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

USD 47.87  0.68  1.44%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding American Funds New Economy R5 is 'Hold'.
For the selected time horizon American Funds New Economy R5 has a risk adjusted performance of 0.0595, jensen alpha of 0.0536, total risk alpha of 0.1592, sortino ratio of 0.0925 and treynor ratio of 0.5048
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 Return0.052147Value At Risk3.01
Potential Upside1.83Standard Deviation1.45
 Return Density 
      Distribution 

American Funds Greeks

α
Alpha over DOW
=0.053623
β
Beta against DOW=0.0835
σ
Overall volatility
=1.51
Ir
Information ratio =0.12

American Funds Volatility Alert

American Funds New Economy R5 has relatively low volatility with skewness of -0.89 and kurtosis of 0.64. However, we advise all investors to independently investigate American Funds New Economy R5 to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
    
 Better Than Average     
    
 Worse Than Average Compare American Funds to competition
FundamentalsAmerican FundsPeer Average
Price to Earning20.80 times7.60 times
Price to Book2.36 times1.04 times
Price to Sales1.23 times1.03 times
One Year Return0.13 % 2.30 %
Three Year Return22.00 % 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 Weight10.10 % 14.48 %
Equity Positions Weight89.32 % 40.68 %
Bond Positions Weight0.58 % 14.72 %
SellBuy
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 Performance0.0595
Market Risk Adjusted Performance0.5148
Mean Deviation1.04
Semi Deviation1.61
Downside Deviation1.94
Coefficient Of Variation2788.14
Standard Deviation1.45
Variance2.11
Information Ratio0.1235
Jensen Alpha0.0536
Total Risk Alpha0.1592
Sortino Ratio0.0925
Treynor Ratio0.5048
Maximum Drawdown4.95
Value At Risk3.01
Potential Upside1.83
Downside Variance3.77
Semi Variance2.58
Expected Short fall1.09
Skewness0.89
Kurtosis0.6427