Dynamic Total Return Fund Market Value

AVGRX Fund  USD 14.34  0.03  0.21%   
Dynamic Total's market value is the price at which a share of Dynamic Total trades on a public exchange. It measures the collective expectations of Dynamic Total Return investors about its performance. Dynamic Total is trading at 14.34 as of the 1st of March 2025; that is 0.21 percent increase since the beginning of the trading day. The fund's open price was 14.31.
With this module, you can estimate the performance of a buy and hold strategy of Dynamic Total Return and determine expected loss or profit from investing in Dynamic Total over a given investment horizon. Check out Dynamic Total Correlation, Dynamic Total Volatility and Dynamic Total Alpha and Beta module to complement your research on Dynamic Total.
Symbol

Please note, there is a significant difference between Dynamic Total's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dynamic Total is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dynamic Total'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.

Dynamic Total '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 Dynamic Total'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 Dynamic Total.
0.00
01/30/2025
No Change 0.00  0.0 
In 31 days
03/01/2025
0.00
If you would invest  0.00  in Dynamic Total on January 30, 2025 and sell it all today you would earn a total of 0.00 from holding Dynamic Total Return or generate 0.0% return on investment in Dynamic Total over 30 days. Dynamic Total is related to or competes with Upright Assets, Gmo Asset, Balanced Allocation, The Hartford, Pnc Balanced, Touchstone Large, and Alternative Asset. The fund normally invests in instruments that provide investment exposure to global equity, bond, currency and commodity... More

Dynamic Total 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 Dynamic Total'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 Dynamic Total Return upside and downside potential and time the market with a certain degree of confidence.

Dynamic Total Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Dynamic Total's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Dynamic Total's standard deviation. In reality, there are many statistical measures that can use Dynamic Total historical prices to predict the future Dynamic Total's volatility.
Hype
Prediction
LowEstimatedHigh
14.0514.3414.63
Details
Intrinsic
Valuation
LowRealHigh
14.0614.3514.64
Details
Naive
Forecast
LowNextHigh
14.0314.3214.60
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.2814.3414.40
Details

Dynamic Total Return Backtested Returns

Dynamic Total Return secures Sharpe Ratio (or Efficiency) of -0.0387, which denotes the fund had a -0.0387 % return per unit of risk over the last 3 months. Dynamic Total Return exposes twenty-seven different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Dynamic Total's Coefficient Of Variation of 8151.07, downside deviation of 0.3374, and Mean Deviation of 0.2291 to check the risk estimate we provide. The fund shows a Beta (market volatility) of 0.16, which means not very significant fluctuations relative to the market. As returns on the market increase, Dynamic Total's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dynamic Total is expected to be smaller as well.

Auto-correlation

    
  -0.24  

Weak reverse predictability

Dynamic Total Return has weak reverse predictability. Overlapping area represents the amount of predictability between Dynamic Total time series from 30th of January 2025 to 14th of February 2025 and 14th of February 2025 to 1st 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 Dynamic Total Return price movement. The serial correlation of -0.24 indicates that over 24.0% of current Dynamic Total price fluctuation can be explain by its past prices.
Correlation Coefficient-0.24
Spearman Rank Test-0.13
Residual Average0.0
Price Variance0.0

Dynamic Total Return lagged returns against current returns

Autocorrelation, which is Dynamic Total 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 Dynamic Total's mutual fund expected returns. We can calculate the autocorrelation of Dynamic Total returns to help us make a trade decision. For example, suppose you find that Dynamic Total 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   
       Timeline  

Dynamic Total 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 Dynamic Total mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Dynamic Total mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Dynamic Total mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Dynamic Total Lagged Returns

When evaluating Dynamic Total's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Dynamic Total mutual fund have on its future price. Dynamic Total 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, Dynamic Total autocorrelation shows the relationship between Dynamic Total mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Dynamic Total Return.
   Regressed Prices   
       Timeline  

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Other Information on Investing in Dynamic Mutual Fund

Dynamic Total financial ratios help investors to determine whether Dynamic 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 Dynamic with respect to the benefits of owning Dynamic Total security.
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