Disciplined Growth Fund Market Value

ADGGX Fund  USD 20.72  0.03  0.14%   
Disciplined Growth's market value is the price at which a share of Disciplined Growth trades on a public exchange. It measures the collective expectations of Disciplined Growth Fund investors about its performance. Disciplined Growth is trading at 20.72 as of the 12th of March 2025; that is 0.14 percent down since the beginning of the trading day. The fund's open price was 20.75.
With this module, you can estimate the performance of a buy and hold strategy of Disciplined Growth Fund and determine expected loss or profit from investing in Disciplined Growth over a given investment horizon. Check out Disciplined Growth Correlation, Disciplined Growth Volatility and Disciplined Growth Alpha and Beta module to complement your research on Disciplined Growth.
Symbol

Please note, there is a significant difference between Disciplined Growth's value and its price as these two are different measures arrived at by different means. Investors typically determine if Disciplined Growth is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Disciplined Growth's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Disciplined Growth 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Disciplined Growth's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Disciplined Growth.
0.00
03/23/2023
No Change 0.00  0.0 
In 1 year 11 months and 21 days
03/12/2025
0.00
If you would invest  0.00  in Disciplined Growth on March 23, 2023 and sell it all today you would earn a total of 0.00 from holding Disciplined Growth Fund or generate 0.0% return on investment in Disciplined Growth over 720 days. Disciplined Growth is related to or competes with Mid Cap, Equity Growth, Income Growth, Diversified Bond, Emerging Markets, Short-term Government, and Value Fund. In selecting stocks for the fund, the portfolio managers initially identify an eligible universe of growth stocks then u... More

Disciplined Growth Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Disciplined Growth's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Disciplined Growth Fund upside and downside potential and time the market with a certain degree of confidence.

Disciplined Growth Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Disciplined Growth's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Disciplined Growth's standard deviation. In reality, there are many statistical measures that can use Disciplined Growth historical prices to predict the future Disciplined Growth's volatility.
Hype
Prediction
LowEstimatedHigh
16.7820.8224.86
Details
Intrinsic
Valuation
LowRealHigh
18.3222.3626.40
Details
Naive
Forecast
LowNextHigh
15.6619.7023.74
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
20.6222.6224.62
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Disciplined Growth. Your research has to be compared to or analyzed against Disciplined Growth's peers to derive any actionable benefits. When done correctly, Disciplined Growth's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Disciplined Growth.

Disciplined Growth Backtested Returns

Disciplined Growth secures Sharpe Ratio (or Efficiency) of -0.17, which denotes the fund had a -0.17 % return per unit of risk over the last 3 months. Disciplined Growth Fund exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Disciplined Growth's Variance of 14.81, mean deviation of 1.59, and Standard Deviation of 3.85 to check the risk estimate we provide. The fund shows a Beta (market volatility) of 2.5, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Disciplined Growth will likely underperform.

Auto-correlation

    
  -0.46  

Modest reverse predictability

Disciplined Growth Fund has modest reverse predictability. Overlapping area represents the amount of predictability between Disciplined Growth time series from 23rd of March 2023 to 17th of March 2024 and 17th of March 2024 to 12th of March 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Disciplined Growth price movement. The serial correlation of -0.46 indicates that about 46.0% of current Disciplined Growth price fluctuation can be explain by its past prices.
Correlation Coefficient-0.46
Spearman Rank Test-0.16
Residual Average0.0
Price Variance9.72
DISCIPLINED ReturnsDISCIPLINED Lagged ReturnsDiversified AwayDISCIPLINED ReturnsDISCIPLINED Lagged ReturnsDiversified Away100%

Disciplined Growth lagged returns against current returns

Autocorrelation, which is Disciplined Growth mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Disciplined Growth's mutual fund expected returns. We can calculate the autocorrelation of Disciplined Growth returns to help us make a trade decision. For example, suppose you find that Disciplined Growth has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
JavaScript chart by amCharts 3.21.15MayJulSepNov2025Mar-20%-10%0%10%20%30%40% 1
JavaScript chart by amCharts 3.21.15Volume Lagged Volume Prices Lagged Prices
       Timeline  

Disciplined Growth regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Disciplined Growth mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Disciplined Growth mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Disciplined Growth mutual fund over time.
   Current vs Lagged Prices   
JavaScript chart by amCharts 3.21.15MayJulSepNov2025Mar18202224262830
JavaScript chart by amCharts 3.21.15Regression Prices Lagged Regression Prices
       Timeline  

Disciplined Growth Lagged Returns

When evaluating Disciplined Growth's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Disciplined Growth mutual fund have on its future price. Disciplined Growth autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Disciplined Growth autocorrelation shows the relationship between Disciplined Growth mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Disciplined Growth Fund.
   Regressed Prices   
JavaScript chart by amCharts 3.21.15AprJulOct2024AprJulOct2025182022242628303234
JavaScript chart by amCharts 3.21.15Lagged Returns Returns
       Timeline  

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in DISCIPLINED Mutual Fund

Disciplined Growth financial ratios help investors to determine whether DISCIPLINED 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 DISCIPLINED with respect to the benefits of owning Disciplined Growth security.
Equity Valuation
Check real value of public entities based on technical and fundamental data
Fundamental Analysis
View fundamental data based on most recent published financial statements
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
News Freq…Investor S…