CAUKX Mutual Fund Buy Hold or Sell Recommendation

CAUKX
 Fund
  

USD 9.56  0.03  0.31%   

Assuming the 90 days horizon and your way above-average risk tolerance, our recommendation regarding US GOVERNMENT SECURITIES is 'Hold'. Macroaxis provides US GOVERNMENT buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CAUKX positions. The advice algorithm takes into account all of US GOVERNMENT's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from US GOVERNMENT's buy-and-hold perspective. Continue to US GOVERNMENT 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. We conduct extensive research on individual funds such as CAUKX and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards US GOVERNMENT SECURITIES.

Execute US GOVERNMENT Buy or Sell Advice

The CAUKX recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on US GOVERNMENT SECURITIES. Macroaxis does not own or have any residual interests in US GOVERNMENT SECURITIES or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute US GOVERNMENT's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell US GOVERNMENTBuy US GOVERNMENT
Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon US GOVERNMENT SECURITIES has a Risk Adjusted Performance of (0.06), Jensen Alpha of (0.023753), Total Risk Alpha of (0.030944) and Treynor Ratio of (0.14)
We provide trade recommendation to complement the latest expert consensus on US GOVERNMENT SECURITIES. Our dynamic recommendation engine harnesses a multidimensional algorithm to analyze the entity's potential to grow using all technical and fundamental data available at this time. Please use US GOVERNMENT SECURITIES number of employees and net asset to make buy, hold, or sell decision on US GOVERNMENT SECURITIES.

US GOVERNMENT Trading Alerts and Improvement Suggestions

US GOVERNMENT generated a negative expected return over the last 90 days
US GOVERNMENT is unlikely to experience financial distress in the next 2 years
On 31st of October 2022 US GOVERNMENT paid $ 0.0062 per share dividend to its current shareholders
The fund holds about 7.11% of its assets under management (AUM) in cash

US GOVERNMENT Returns Distribution Density

The distribution of US GOVERNMENT's historical returns is an attempt to chart the uncertainty of US GOVERNMENT's future price movements. The chart of the probability distribution of US GOVERNMENT stock daily returns describes the distribution of returns around its average expected value. We use US GOVERNMENT SECURITIES price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of US GOVERNMENT returns is essential to provide solid investment advice for US GOVERNMENT.
Mean Return-0.0058Value At Risk-0.42
Potential Upside0.43Standard Deviation0.32
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of US GOVERNMENT 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.

US GOVERNMENT 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 US GOVERNMENT or Shelton Capital Management 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 US GOVERNMENT's 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 CAUKX 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 NYSE Composite
-0.02
β
Beta against NYSE Composite0.11
σ
Overall volatility
0.33
Ir
Information ratio -0.26

US GOVERNMENT Volatility Alert

US GOVERNMENT SECURITIES exhibits very low volatility with skewness of 0.91 and kurtosis of 2.52. However, we advise investors to further study US GOVERNMENT SECURITIES technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure US GOVERNMENT's 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 US GOVERNMENT's 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 stocks as prices fall.

US GOVERNMENT Fundamentals Vs Peers

Comparing US GOVERNMENT's 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 US GOVERNMENT's direct or indirect competition across all of the common fundamentals between US GOVERNMENT and the related equities. This way, we can detect undervalued stocks with similar characteristics as US GOVERNMENT or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of US GOVERNMENT's fundamental indicators could also be used in its relative valuation, which is a method of valuing US GOVERNMENT by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare US GOVERNMENT to competition
FundamentalsUS GOVERNMENTPeer Average
One Year Return7.39 %4.15 %
Three Year Return3.12 %3.60 %
Five Year Return1.93 %3.24 %
Ten Year Return1.68 %1.79 %
Net Asset20.1 M4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.010.65
Cash Position Weight7.11 %10.61 %
Bond Positions Weight92.89 %11.24 %

About US GOVERNMENT Buy or Sell Advice

When is the right time to buy or sell US GOVERNMENT SECURITIES? Buying financial instruments such as CAUKX 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.

Use Investing Ideas to Build Portfolios

In addition to having US GOVERNMENT 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?

Run Beers Thematic Idea Now

Beers
Beers Theme
Companies involved in production and distribution of domestic and international beer. The Beers theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Beers Theme or any other thematic opportunities.
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Continue to US GOVERNMENT 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. You can also try Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

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Please note, there is a significant difference between US GOVERNMENT's value and its price as these two are different measures arrived at by different means. Investors typically determine US GOVERNMENT value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, US GOVERNMENT's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.