Vy Umbia Contrarian Fund Price on May 9, 2023
| ISFIX Fund | USD 17.64 0.02 0.11% |
Below is the normalized historical share price chart for Vy Umbia Contrarian extending back to May 23, 2003. 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 Vy Umbia stands at 17.64, as last reported on the 11th of December 2024, with the highest price reaching 17.64 and the lowest price hitting 17.64 during the day.
If you're considering investing in ISFIX Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider ISFIX Mutual Fund to be very steady. Vy Umbia Contrarian retains Efficiency (Sharpe Ratio) of 0.18, which indicates the fund had a 0.18% return per unit of price deviation over the last 3 months. We have found twenty-seven technical indicators for Vy Umbia, which you can use to evaluate the volatility of the fund. Please validate Vy Umbia's Mean Deviation of 0.4788, risk adjusted performance of 0.1568, and Downside Deviation of 0.7173 to confirm if the risk estimate we provide is consistent with the expected return of 0.12%.
ISFIX Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
ISFIX |
Sharpe Ratio = 0.1764
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Estimated Market Risk
| 0.66 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 | 13 87% of assets perform better |
Based on monthly moving average Vy Umbia is performing at about 13% 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 Vy Umbia by adding it to a well-diversified portfolio.
Vy Umbia Valuation on May 9, 2023
It is possible to determine the worth of Vy Umbia on a given historical date. On May 9, 2023 ISFIX was worth 11.66 at the beginning of the trading date compared to the closed value of 11.66. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Vy Umbia mutual fund. Still, in general, we apply an absolute valuation method to find Vy Umbia'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 Vy Umbia where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Vy Umbia's related companies.
| Open | High | Low | Close | Volume | |
| 11.73 | 11.73 | 11.73 | 11.73 | 1.00 | |
05/09/2023 | 11.66 | 11.66 | 11.66 | 11.66 | 1.00 |
| 11.71 | 11.71 | 11.71 | 11.71 | 1.00 |
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Vy Umbia Trading Date Momentum on May 9, 2023
| On May 10 2023 Vy Umbia Contrarian was traded for 11.71 at the closing time. The highest daily price throughout the period was 11.71 and the lowest price was 11.71 . There was no trading activity during the period 1.0. Lack of trading volume on 05/10/2023 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.43% . The trading price change to current closing price is 2.49% . |
Vy Umbia Contrarian Fundamentals Correlations and Trends
By evaluating Vy Umbia'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 Vy Umbia's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. ISFIX financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Vy Umbia Mutual Fund history
Vy Umbia 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 ISFIX is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Vy Umbia Contrarian 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 Vy Umbia stock prices may prove useful in developing a viable investing in Vy Umbia
Under normal market conditions, the Portfolio invests at least 80 percent of its net assets in common stocks. In addition, it invests at least 80 percent of its net assets in equity securities of U.S. companies that have large market capitalizations that the sub-adviser believes are undervalued and have the potential for long-term growth and current income. The Portfolio may also invest up to 20 percent of its net assets in foreign securities.
Vy Umbia Mutual Fund Technical Analysis
Vy Umbia 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
Vy Umbia Period Price Range
Low | December 11, 2024
| High |
0.00 | 0.00 |
Vy Umbia Contrarian 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.
Vy Umbia December 11, 2024 Market Strength
Market strength indicators help investors to evaluate how Vy Umbia 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 Vy Umbia shares will generate the highest return on investment. By undertsting and applying Vy Umbia mutual fund market strength indicators, traders can identify Vy Umbia Contrarian entry and exit signals to maximize returns
Vy Umbia Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Vy Umbia's price direction in advance. Along with the technical and fundamental analysis of ISFIX Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of ISFIX 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 | 0.1568 | |||
| Jensen Alpha | 0.056 | |||
| Total Risk Alpha | 0.0299 | |||
| Sortino Ratio | 0.0292 | |||
| Treynor Ratio | 0.1951 |
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| Volume Indicators |
Other Information on Investing in ISFIX Mutual Fund
Vy Umbia financial ratios help investors to determine whether ISFIX 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 ISFIX with respect to the benefits of owning Vy Umbia security.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |