Schwartz Value Focused Fund Price on November 6, 2024
| RCMFX Fund | USD 58.52 1.37 2.40% |
Below is the normalized historical share price chart for Schwartz Value Focused extending back to August 19, 1993. 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 Schwartz Value stands at 58.52, as last reported on the 2nd of March, with the highest price reaching 58.52 and the lowest price hitting 58.52 during the day.
If you're considering investing in Schwartz Mutual Fund, it is important to understand the factors that can impact its price. Schwartz Value Focused owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.11, which indicates the fund had a -0.11 % return per unit of risk over the last 3 months. Schwartz Value Focused exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Schwartz Value's Risk Adjusted Performance of (0.06), variance of 5.55, and Coefficient Of Variation of (1,170) to confirm the risk estimate we provide.
Schwartz Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Schwartz |
Sharpe Ratio = -0.109
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| Negative Returns | RCMFX |
Estimated Market Risk
| 2.2 actual daily | 19 81% of assets are more volatile |
Expected Return
| -0.24 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Schwartz Value is not performing at its full potential. However, 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 Schwartz Value by adding Schwartz Value to a well-diversified portfolio.
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Schwartz Value Valuation on November 6, 2024
It is possible to determine the worth of Schwartz Value on a given historical date. On November 6, 2024 Schwartz was worth 64.21 at the beginning of the trading date compared to the closed value of 64.21. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Schwartz Value mutual fund. Still, in general, we apply an absolute valuation method to find Schwartz Value'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 Schwartz Value where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Schwartz Value's related companies.
| Open | High | Low | Close | Volume | |
| 61.90 | 61.90 | 61.90 | 61.90 | 1.00 | |
11/06/2024 | 64.21 | 64.21 | 64.21 | 64.21 | 1.00 |
| 64.76 | 64.76 | 64.76 | 64.76 | 1.00 |
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Schwartz Value Trading Date Momentum on November 6, 2024
| On November 07 2024 Schwartz Value Focused was traded for 64.76 at the closing time. The highest daily price throughout the period was 64.76 and the lowest price was 64.76 . There was no trading activity during the period 1.0. Lack of trading volume on 11/07/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.86% . The trading price change to current closing price is 2.23% . |
Schwartz Value Focused Fundamentals Correlations and Trends
By evaluating Schwartz Value'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 Schwartz Value's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Schwartz financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Schwartz Value Mutual Fund history
Schwartz Value 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 Schwartz is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Schwartz Value Focused 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 Schwartz Value stock prices may prove useful in developing a viable investing in Schwartz Value
The fund invests at least 80 percent of its net assets, including the amount of any borrowings for investment purposes, in equity securities . It may invest in the securities of companies of any size, regardless of market capitalization. The fund may also invest in exchange-traded funds if the Adviser believes it is advisable to expose the fund to the broad market or to broad market sectors or to hedge against market risk without purchasing a large number of individual securities. The fund is non-diversified.
Schwartz Value Mutual Fund Technical Analysis
Schwartz Value 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
Schwartz Value Period Price Range
Low | March 2, 2025
| High |
0.00 | 0.00 |
Schwartz Value Focused 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.
Schwartz Value March 2, 2025 Market Strength
Market strength indicators help investors to evaluate how Schwartz Value 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 Schwartz Value shares will generate the highest return on investment. By undertsting and applying Schwartz Value mutual fund market strength indicators, traders can identify Schwartz Value Focused entry and exit signals to maximize returns
Schwartz Value Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Schwartz Value's price direction in advance. Along with the technical and fundamental analysis of Schwartz Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Schwartz 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 | (0.06) | |||
| Jensen Alpha | (0.18) | |||
| Total Risk Alpha | (0.14) | |||
| Treynor Ratio | (0.17) |
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| Volume Indicators |
Other Information on Investing in Schwartz Mutual Fund
Schwartz Value financial ratios help investors to determine whether Schwartz 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 Schwartz with respect to the benefits of owning Schwartz Value security.
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