Financial Services Portfolio Fund Price on April 2, 2024
| FIDSX Fund | USD 16.12 0.05 0.31% |
Below is the normalized historical share price chart for Financial Services Portfolio extending back to December 10, 1981. 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 Financial Services stands at 16.12, as last reported on the 14th of December 2024, with the highest price reaching 16.12 and the lowest price hitting 16.12 during the day.
If you're considering investing in Financial Mutual Fund, it is important to understand the factors that can impact its price. Financial Services appears to be very steady, given 3 months investment horizon. Financial Services secures Sharpe Ratio (or Efficiency) of 0.16, which denotes the fund had a 0.16% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Financial Services Portfolio, which you can use to evaluate the volatility of the entity. Please utilize Financial Services' Downside Deviation of 0.7831, mean deviation of 0.8107, and Coefficient Of Variation of 528.96 to check if our risk estimates are consistent with your expectations.
Financial Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Financial |
Sharpe Ratio = 0.164
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Estimated Market Risk
| 1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Financial Services is performing at about 12% 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 Financial Services by adding it to a well-diversified portfolio.
Financial Services Valuation on April 2, 2024
It is possible to determine the worth of Financial Services on a given historical date. On April 2, 2024 Financial was worth 12.91 at the beginning of the trading date compared to the closed value of 12.91. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Financial Services mutual fund. Still, in general, we apply an absolute valuation method to find Financial Services' 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 Financial Services where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Financial Services' related companies.
| Open | High | Low | Close | Volume | |
| 13.01 | 13.01 | 13.01 | 13.01 | 1.00 | |
04/02/2024 | 12.91 | 12.91 | 12.91 | 12.91 | 1.00 |
| 12.90 | 12.90 | 12.90 | 12.90 | 1.00 |
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Financial Services Trading Date Momentum on April 2, 2024
| On April 03 2024 Financial Services Portfolio was traded for 12.90 at the closing time. The highest daily price throughout the period was 12.90 and the lowest price was 12.90 . There was no trading activity during the period 1.0. Lack of trading volume on 04/03/2024 added to the next day price reduction. The overall trading delta to closing price of the next trading day was 0.08% . The overall trading delta to current closing price is 3.72% . |
Financial Services Fundamentals Correlations and Trends
By evaluating Financial Services' financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Financial Services' main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Financial financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Financial Services Mutual Fund history
Financial Services 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 Financial is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Financial Services 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 Financial Services stock prices may prove useful in developing a viable investing in Financial Services
The fund normally invests at least 80 percent of assets in securities of companies principally engaged in providing financial services to consumers and industry. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.
Financial Services Mutual Fund Technical Analysis
Financial Services 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
Financial Services Period Price Range
Low | December 14, 2024
| High |
0.00 | 0.00 |
Financial Services Portfolio 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.
Financial Services December 14, 2024 Market Strength
Market strength indicators help investors to evaluate how Financial Services 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 Financial Services shares will generate the highest return on investment. By undertsting and applying Financial Services mutual fund market strength indicators, traders can identify Financial Services Portfolio entry and exit signals to maximize returns
Financial Services Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Financial Services' price direction in advance. Along with the technical and fundamental analysis of Financial Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Financial 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 | 0.1414 | |||
| Jensen Alpha | 0.0985 | |||
| Total Risk Alpha | 0.0727 | |||
| Sortino Ratio | 0.1803 | |||
| Treynor Ratio | 0.1569 |
| Cycle Indicators | ||
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| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
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| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Financial Mutual Fund
Financial Services financial ratios help investors to determine whether Financial 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 Financial with respect to the benefits of owning Financial Services security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
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