American Funds Buy or Sell Recommendation

Macroaxis provides American Funds Retire Inc PortEnh 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 PortEnh 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

  
Execute Advice

American Funds Recommendation

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding American Funds Retire Inc PortEnh R1 is 'Strong Buy'.
For the selected time horizon American Funds Retire Inc PortEnh R1 has a risk adjusted performance of 5.0e-4, jensen alpha of 0.0259, total risk alpha of 0.0282, sortino ratio of 0.1624 and treynor ratio of (0.01)
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. Use American Funds Retire Number of Employees and Last Dividend Paid to make sure your buy or sell decision on American Funds Retire is adequate.

Returns Distribution Density

Mean Return0.0Value At Risk-0.4525
Potential Upside0.546Standard Deviation0.31
 Return Density 
Benchmark  Embed    Distribution 

American Funds Greeks

α
Alpha over NYSE
= 0.03 
βBeta against NYSE= 0.53 
σ
Overall volatility
= 0.31 
 IrInformation ratio = 0.17 

American Funds Volatility Alert

American Funds Retire Inc PortEnh R1 exhibits ver low volatility with skewness of 1.11 and kurtosis of 2.74. However, we advise investors to further study American Funds Retire Inc PortEnh 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 times7.60 times
Price to Book2.66 times1.04 times
Price to Sales1.96 times1.03 times
Annual Yield2.44 % 1.38 %
Year to Date Return8.47 % 1.50 %
One Year Return10.15 % 2.30 %
Net Asset310.02 M1.37 B
Minimum Initial Investment2508.09 M
Last Dividend Paid0.071.05
Cash Position Weight1.61 % 14.48 %
Equity Positions Weight66.25 % 40.68 %
Bond Positions Weight30.48 % 14.72 %
SellBuy
Strong Buy

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Currently Unavailable

Piotroski F Score

Currently Unavailable

Financial Leverage

Inapplicable
Risk Adjusted Performance5.0E-4
Market Risk Adjusted Performance(0.0002)
Mean Deviation0.2036
Semi Deviation0.2413
Downside Deviation0.3292
Coefficient Of Variation6752.63
Standard Deviation0.31
Variance0.0961
Information Ratio0.1724
Jensen Alpha0.0259
Total Risk Alpha0.0282
Sortino Ratio0.1624
Treynor Ratio(0.01)
Maximum Drawdown1.37
Value At Risk(0.45)
Potential Upside0.546
Downside Variance0.1084
Semi Variance0.0582
Expected Short fall(0.25)
Skewness1.11
Kurtosis2.74