Usa Mutuals Navigator Fund Buy Hold or Sell Recommendation
| UNAVX Fund | USD 27.05 0.06 0.22% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Usa Mutuals Navigator is 'Cautious Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Usa Mutuals Navigator given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Usa Mutuals Navigator, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Usa Mutuals Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual funds such as Usa and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Usa Mutuals Navigator. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in real.
Usa |
Execute Usa Mutuals Buy or Sell Advice
The Usa recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Usa Mutuals Navigator. Macroaxis does not own or have any residual interests in Usa Mutuals Navigator or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Usa Mutuals' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
Usa Mutuals Trading Alerts and Improvement Suggestions
| Usa Mutuals generated a negative expected return over the last 90 days | |
| The fund keeps about 99.99% of its net assets in cash |
Usa Mutuals Returns Distribution Density
The distribution of Usa Mutuals' historical returns is an attempt to chart the uncertainty of Usa Mutuals' future price movements. The chart of the probability distribution of Usa Mutuals daily returns describes the distribution of returns around its average expected value. We use Usa Mutuals Navigator price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Usa Mutuals returns is essential to provide solid investment advice for Usa Mutuals.
| Mean Return | -0.0025 | Value At Risk | -0.29 | Potential Upside | 0.40 | Standard Deviation | 0.40 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Usa Mutuals historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Usa Mutuals Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Usa Mutuals or USA Mutuals sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Usa Mutuals' price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Usa fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.02 | |
β | Beta against Dow Jones | 0.06 | |
σ | Overall volatility | 0.41 | |
Ir | Information ratio | -0.17 |
Usa Mutuals Volatility Alert
Usa Mutuals Navigator exhibits very low volatility with skewness of -5.04 and kurtosis of 36.44. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Usa Mutuals' mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Usa Mutuals' mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Usa Mutuals Fundamentals Vs Peers
Comparing Usa Mutuals' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Usa Mutuals' direct or indirect competition across all of the common fundamentals between Usa Mutuals and the related equities. This way, we can detect undervalued stocks with similar characteristics as Usa Mutuals or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Usa Mutuals' fundamental indicators could also be used in its relative valuation, which is a method of valuing Usa Mutuals by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Usa Mutuals to competition |
| Fundamentals | Usa Mutuals | Peer Average |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 7.31 % | 0.39 % |
| One Year Return | 8.44 % | 4.15 % |
| Three Year Return | 6.56 % | 3.60 % |
| Five Year Return | 4.29 % | 3.24 % |
| Net Asset | 44.08 M | 4.11 B |
| Minimum Initial Investment | 2 K | 976.16 K |
| Cash Position Weight | 99.99 % | 10.61 % |
| Equity Positions Weight | 0.01 % | 63.90 % |
Usa Mutuals Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Usa . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 27.05 | |||
| Day Typical Price | 27.05 | |||
| Price Action Indicator | (0.03) | |||
| Period Momentum Indicator | (0.06) |
About Usa Mutuals Buy or Sell Advice
When is the right time to buy or sell Usa Mutuals Navigator? Buying financial instruments such as Usa Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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In addition to having Usa Mutuals in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Other Information on Investing in Usa Mutual Fund
Usa Mutuals financial ratios help investors to determine whether Usa Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Usa with respect to the benefits of owning Usa Mutuals security.
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