Income Stock Fund Price on September 22, 2023
| USISX Fund | USD 21.15 0.11 0.52% |
Below is the normalized historical share price chart for Income Stock Fund extending back to July 16, 1987. 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 Stock stands at 21.15, as last reported on the 14th of December 2024, with the highest price reaching 21.15 and the lowest price hitting 21.15 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 Stock holds Efficiency (Sharpe) Ratio of 0.0528, which attests that the entity had a 0.0528% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Income Stock, which you can use to evaluate the volatility of the entity. Please check out Income Stock's Market Risk Adjusted Performance of 0.0726, risk adjusted performance of 0.0644, and Downside Deviation of 0.5159 to validate if the risk estimate we provide is consistent with the expected return of 0.0342%.
Income Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Income |
Sharpe Ratio = 0.0528
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | USISX |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Income Stock is performing at about 4% 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 Stock by adding it to a well-diversified portfolio.
Income Stock Valuation on September 22, 2023
It is possible to determine the worth of Income Stock on a given historical date. On September 22, 2023 Income was worth 16.98 at the beginning of the trading date compared to the closed value of 16.98. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Income Stock mutual fund. Still, in general, we apply an absolute valuation method to find Income Stock'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 Stock where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Income Stock's related companies.
| Open | High | Low | Close | Volume | |
| 17.04 | 17.04 | 17.04 | 17.04 | 1.00 | |
09/22/2023 | 16.98 | 16.98 | 16.98 | 16.98 | 1.00 |
| 17.05 | 17.05 | 17.05 | 17.05 | 1.00 |
| Backtest Income Stock | | | Income Stock History | | | Income Stock Valuation | Previous | Next |
Income Stock Trading Date Momentum on September 22, 2023
| On September 25 2023 Income Stock Fund was traded for 17.05 at the closing time. The highest daily price throughout the period was 17.05 and the lowest price was 17.05 . There was no trading activity during the period 1.0. Lack of trading volume on 09/25/2023 added to the next day price jump. The trading price change to closing price of the next trading day was 0.41% . The trading delta at closing time to current closing price is 1.71% . |
Income Stock Fundamentals Correlations and Trends
By evaluating Income Stock'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 Stock'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 Stock Mutual Fund history
Income Stock 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 Stock 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 Stock stock prices may prove useful in developing a viable investing in Income Stock
The fund normally invests at least 80 percent of its assets in common stocks, with at least 65 percent of the funds assets normally invested in common stocks of companies that pay dividends. Although the fund invests primarily in U.S. securities, it may invest up to 20 percent of its total assets in foreign securities, including securities issued in emerging markets.
Income Stock Mutual Fund Technical Analysis
Income Stock 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 Stock Period Price Range
Low | December 14, 2024
| High |
0.00 | 0.00 |
Income Stock 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 Stock December 14, 2024 Market Strength
Market strength indicators help investors to evaluate how Income Stock 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 Stock shares will generate the highest return on investment. By undertsting and applying Income Stock mutual fund market strength indicators, traders can identify Income Stock Fund entry and exit signals to maximize returns
Income Stock Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Income Stock'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 | 0.0644 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.08) | |||
| Treynor Ratio | 0.0626 |
| 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 Income Mutual Fund
Income Stock 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 Stock security.
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |