Advisory Research All Fund Price on May 26, 3020
| ADVGX Fund | USD 14.21 0.02 0.14% |
Below is the normalized historical share price chart for Advisory Research All extending back to November 17, 2009. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Advisory Research stands at 14.21, as last reported on the 11th of December 2024, with the highest price reaching 14.21 and the lowest price hitting 14.21 during the day.
If you're considering investing in Advisory Mutual Fund, it is important to understand the factors that can impact its price. Advisory Research appears to be very steady, given 3 months investment horizon. Advisory Research All secures Sharpe Ratio (or Efficiency) of 0.19, which signifies that the fund had a 0.19% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Advisory Research All, which you can use to evaluate the volatility of the entity. Please makes use of Advisory Research's Downside Deviation of 0.8713, mean deviation of 0.9075, and Risk Adjusted Performance of 0.1433 to double-check if our risk estimates are consistent with your expectations.
Advisory Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Advisory |
Sharpe Ratio = 0.1865
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Estimated Market Risk
| 1.38 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.26 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Advisory Research is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Advisory Research by adding it to a well-diversified portfolio.
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
About Advisory Research Mutual Fund history
Advisory Research investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Advisory is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Advisory Research All will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Advisory Research stock prices may prove useful in developing a viable investing in Advisory Research
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of small-capitalization companies. The funds investments in equity securities primarily include common stock, preferred securities and convertible securities. While the fund invests primarily in equity securities of U.S. issuers, it may invest in securities of foreign issuers, including those in emerging markets. In keeping with the funds investment objective, investments in such foreign issuers is not expected to exceed 20 percent of the funds net assets.
Advisory Research Mutual Fund Technical Analysis
Advisory Research technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Advisory Research Period Price Range
Low | December 11, 2024
| High |
0.00 | 0.00 |
Advisory Research All cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Advisory Research December 11, 2024 Market Strength
Market strength indicators help investors to evaluate how Advisory Research mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Advisory Research shares will generate the highest return on investment. By undertsting and applying Advisory Research mutual fund market strength indicators, traders can identify Advisory Research All entry and exit signals to maximize returns
Advisory Research Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Advisory Research's price direction in advance. Along with the technical and fundamental analysis of Advisory Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Advisory to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1433 | |||
| Jensen Alpha | 0.0648 | |||
| Total Risk Alpha | 0.0352 | |||
| Sortino Ratio | 0.1543 | |||
| Treynor Ratio | 0.1547 |
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| Volume Indicators |
Other Information on Investing in Advisory Mutual Fund
Advisory Research financial ratios help investors to determine whether Advisory 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 Advisory with respect to the benefits of owning Advisory Research security.
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