Income Growth Fund Price on September 12, 2024
| BIGRX Fund | USD 38.39 0.28 0.72% |
Below is the normalized historical share price chart for Income Growth Fund extending back to July 10, 1991. 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 Income Growth stands at 38.39, as last reported on the 11th of December 2024, with the highest price reaching 38.39 and the lowest price hitting 38.39 during the day.
If you're considering investing in Income Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Income Mutual Fund to be very steady. Income Growth holds Efficiency (Sharpe) Ratio of 0.14, which attests that the entity had a 0.14% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Income Growth, which you can use to evaluate the volatility of the entity. Please check out Income Growth's Market Risk Adjusted Performance of 0.7405, downside deviation of 0.5355, and Risk Adjusted Performance of 0.1287 to validate if the risk estimate we provide is consistent with the expected return of 0.0968%.
Income Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Income |
Sharpe Ratio = 0.1435
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Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Income Growth is performing at about 11% 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 Income Growth by adding it to a well-diversified portfolio.
Income Growth Valuation on September 12, 2024
It is possible to determine the worth of Income Growth on a given historical date. On September 12, 2024 Income was worth 36.17 at the beginning of the trading date compared to the closed value of 36.17. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Income Growth mutual fund. Still, in general, we apply an absolute valuation method to find Income Growth's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Income Growth where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Income Growth's related companies.
| Open | High | Low | Close | Volume | |
| 36.02 | 36.02 | 36.02 | 36.02 | 1.00 | |
09/12/2024 | 36.17 | 36.17 | 36.17 | 36.17 | 1.00 |
| 36.50 | 36.50 | 36.50 | 36.50 | 1.00 |
| Backtest Income Growth | | | Income Growth History | | | Income Growth Valuation | Previous | Next |
Income Growth Trading Date Momentum on September 12, 2024
| On September 13 2024 Income Growth Fund was traded for 36.50 at the closing time. The highest daily price throughout the period was 36.50 and the lowest price was 36.50 . There was no trading activity during the period 1.0. Lack of trading volume on 09/13/2024 added to the next day price jump. The overall trading delta to closing price of the next trading day was 0.91% . The trading delta at closing time to current closing price is 2.79% . |
Income Growth Fundamentals Correlations and Trends
By evaluating Income Growth's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Income Growth's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Income financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Income Growth Mutual Fund history
Income Growth 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 Income is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Income Growth 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 Income Growth stock prices may prove useful in developing a viable investing in Income Growth
In selecting stocks for the fund, the managers use quantitative and qualitative management techniques in a multi-step process. The managers evaluate stocks, primarily large capitalization, publicly traded U.S. companies based on an objective set of measures, including valuation, quality, growth, and sentiment. The portfolio managers then review the output of the quantitative model and also consider other factors to build a portfolio that they believe will provide a balance between risk and return.
Income Growth Mutual Fund Technical Analysis
Income Growth 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
Income Growth Period Price Range
Low | December 11, 2024
| High |
0.00 | 0.00 |
Income Growth Fund 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.
Income Growth December 11, 2024 Market Strength
Market strength indicators help investors to evaluate how Income Growth 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 Income Growth shares will generate the highest return on investment. By undertsting and applying Income Growth mutual fund market strength indicators, traders can identify Income Growth Fund entry and exit signals to maximize returns
Income Growth Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Income Growth's price direction in advance. Along with the technical and fundamental analysis of Income Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Income 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 | 0.1287 | |||
| Jensen Alpha | 0.0916 | |||
| Total Risk Alpha | 0.0039 | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.7305 |
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Other Information on Investing in Income Mutual Fund
Income Growth financial ratios help investors to determine whether Income 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 Income with respect to the benefits of owning Income Growth security.
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