Equity Income Portfolio Fund Price on February 8, 2023
| GEQIX Fund | USD 16.93 0.04 0.24% |
Below is the normalized historical share price chart for Equity Income Portfolio extending back to December 21, 2016. 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 Equity Income stands at 16.93, as last reported on the 30th of November, with the highest price reaching 16.93 and the lowest price hitting 16.93 during the day.
If you're considering investing in Equity Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Equity Mutual Fund to be very steady. Equity Income Portfolio secures Sharpe Ratio (or Efficiency) of 0.18, which denotes the fund had a 0.18% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Equity Income Portfolio, which you can use to evaluate the volatility of the entity. Please confirm Equity Income's Downside Deviation of 0.5435, mean deviation of 0.5117, and Coefficient Of Variation of 612.31 to check if the risk estimate we provide is consistent with the expected return of 0.12%.
Equity Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Equity |
Sharpe Ratio = 0.184
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | GEQIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Equity Income 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 Equity Income by adding it to a well-diversified portfolio.
Equity Income Valuation on February 8, 2023
It is possible to determine the worth of Equity Income on a given historical date. On February 8, 2023 Equity was worth 13.55 at the beginning of the trading date compared to the closed value of 13.55. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Equity Income mutual fund. Still, in general, we apply an absolute valuation method to find Equity Income'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 Equity Income where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Equity Income's related companies.
| Open | High | Low | Close | Volume | |
| 13.67 | 13.67 | 13.67 | 13.67 | 1.00 | |
02/08/2023 | 13.55 | 13.55 | 13.55 | 13.55 | 1.00 |
| 13.46 | 13.46 | 13.46 | 13.46 | 1.00 |
| Backtest Equity Income | | | Equity Income History | | | Equity Income Valuation | Previous | Next |
Equity Income Trading Date Momentum on February 8, 2023
| On February 09 2023 Equity Income Portfolio was traded for 13.46 at the closing time. The highest daily price throughout the period was 13.46 and the lowest price was 13.46 . There was no trading activity during the period 1.0. Lack of trading volume on 02/09/2023 added to the next day price reduction. The overall trading delta to closing price of the next trading day was 0.66% . The overall trading delta to current closing price is 1.18% . |
Equity Income Portfolio Fundamentals Correlations and Trends
By evaluating Equity Income'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 Equity Income's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Equity financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Equity Income Mutual Fund history
Equity Income 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 Equity is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Equity Income Portfolio 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 Equity Income stock prices may prove useful in developing a viable investing in Equity Income
The portfolio invests, under normal market circumstances, at least 80 percent of the value of its net assets in income-producing equity securities, such as common and preferred stocks. It primarily invests in U.S. large cap companies with market capitalizations, at the time of purchase, within the market capitalization range of any stock in either the Russell 1000 Index or the SP 900 Index, and that have a dividend yield above the SP 500 Index at the time of purchase.
Equity Income Mutual Fund Technical Analysis
Equity Income 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
Equity Income Period Price Range
Low | November 30, 2024
| High |
0.00 | 0.00 |
Equity Income 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.
Equity Income November 30, 2024 Market Strength
Market strength indicators help investors to evaluate how Equity Income 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 Equity Income shares will generate the highest return on investment. By undertsting and applying Equity Income mutual fund market strength indicators, traders can identify Equity Income Portfolio entry and exit signals to maximize returns
Equity Income Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Equity Income's price direction in advance. Along with the technical and fundamental analysis of Equity Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Equity 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 | 0.1229 | |||
| Jensen Alpha | (0.0002) | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.06) | |||
| Treynor Ratio | 0.1274 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Equity Mutual Fund
Equity Income financial ratios help investors to determine whether Equity 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 Equity with respect to the benefits of owning Equity Income security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences |