Scharf Balanced Opportunity Fund Price History
| LOGOX Fund | USD 38.54 0.14 0.36% |
Below is the normalized historical share price chart for Scharf Balanced Opportunity extending back to December 31, 2012. 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 Scharf Balanced stands at 38.54, as last reported on the 2nd of December, with the highest price reaching 38.54 and the lowest price hitting 38.54 during the day.
If you're considering investing in Scharf Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Scharf Mutual Fund to be very steady. Scharf Balanced Oppo owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.14, which indicates the fund had a 0.14% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Scharf Balanced Opportunity, which you can use to evaluate the volatility of the fund. Please validate Scharf Balanced's Coefficient Of Variation of 663.59, risk adjusted performance of 0.1071, and Semi Deviation of 0.2544 to confirm if the risk estimate we provide is consistent with the expected return of 0.0596%.
Scharf Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Scharf |
Sharpe Ratio = 0.1407
| Best Portfolio | Best Equity | |||
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| Cash | LOGOX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.42 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Scharf Balanced is performing at about 11% 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 Scharf Balanced by adding it to a well-diversified portfolio.
Scharf Balanced Mutual Fund Price History Chart
There are several ways to analyze Scharf Balanced Opportunity Fund price data. The simplest method is using a basic Scharf candlestick price chart, which shows Scharf Balanced price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
| Highest Price | November 29, 2024 | 38.68 |
| Lowest Price | September 6, 2024 | 36.5 |
Scharf Balanced December 2, 2024 Mutual Fund Price Synopsis
Various analyses of Scharf Balanced's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Scharf Mutual Fund. It can be used to describe the percentage change in the price of Scharf Balanced from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Scharf Mutual Fund.| Scharf Balanced Price Rate Of Daily Change | 1.00 | |
| Scharf Balanced Price Action Indicator | (0.07) |
Scharf Balanced December 2, 2024 Mutual Fund Price Analysis
Scharf Mutual Fund Price History Data
The price series of Scharf Balanced for the period between Tue, Sep 3, 2024 and Mon, Dec 2, 2024 has a statistical range of 2.18 with a coefficient of variation of 1.26. The daily prices for the period are spread out with arithmetic mean of 37.55. The median price for the last 90 days is 37.47. The company issued dividends to stockholders on December 23, 2019.| Open | High | Low | Close | Volume | ||
| 12/02/2024 | 38.54 | 38.54 | 38.54 | 38.54 | 1.00 | |
| 11/29/2024 | 38.68 | 38.68 | 38.68 | 38.68 | 1.00 | |
| 11/27/2024 | 38.62 | 38.62 | 38.62 | 38.62 | 1.00 | |
| 11/26/2024 | 38.56 | 38.56 | 38.56 | 38.56 | 1.00 | |
| 11/25/2024 | 38.53 | 38.53 | 38.53 | 38.53 | 1.00 | |
| 11/22/2024 | 38.46 | 38.46 | 38.46 | 38.46 | 1.00 | |
| 11/21/2024 | 38.25 | 38.25 | 38.25 | 38.25 | 1.00 | |
| 11/20/2024 | 37.99 | 37.99 | 37.99 | 37.99 | 1.00 | |
| 11/19/2024 | 37.92 | 37.92 | 37.92 | 37.92 | 1.00 | |
| 11/18/2024 | 37.96 | 37.96 | 37.96 | 37.96 | 1.00 | |
| 11/15/2024 | 37.69 | 37.69 | 37.69 | 37.69 | 1.00 | |
| 11/14/2024 | 37.81 | 37.81 | 37.81 | 37.81 | 1.00 | |
| 11/13/2024 | 37.91 | 37.91 | 37.91 | 37.91 | 1.00 | |
| 11/12/2024 | 37.97 | 37.97 | 37.97 | 37.97 | 1.00 | |
| 11/11/2024 | 38.18 | 38.18 | 38.18 | 38.18 | 1.00 | |
| 11/08/2024 | 38.07 | 38.07 | 38.07 | 38.07 | 1.00 | |
| 11/07/2024 | 38.08 | 38.08 | 38.08 | 38.08 | 1.00 | |
| 11/06/2024 | 37.97 | 37.97 | 37.97 | 37.97 | 1.00 | |
| 11/05/2024 | 37.48 | 37.48 | 37.48 | 37.48 | 1.00 | |
| 11/04/2024 | 37.24 | 37.24 | 37.24 | 37.24 | 1.00 | |
| 11/01/2024 | 37.27 | 37.27 | 37.27 | 37.27 | 1.00 | |
| 10/31/2024 | 37.13 | 37.13 | 37.13 | 37.13 | 1.00 | |
| 10/30/2024 | 37.47 | 37.47 | 37.47 | 37.47 | 1.00 | |
| 10/29/2024 | 37.46 | 37.46 | 37.46 | 37.46 | 1.00 | |
| 10/28/2024 | 37.60 | 37.60 | 37.60 | 37.60 | 1.00 | |
| 10/25/2024 | 37.47 | 37.47 | 37.47 | 37.47 | 1.00 | |
| 10/24/2024 | 37.55 | 37.55 | 37.55 | 37.55 | 1.00 | |
| 10/23/2024 | 37.56 | 37.56 | 37.56 | 37.56 | 1.00 | |
| 10/22/2024 | 37.63 | 37.63 | 37.63 | 37.63 | 1.00 | |
| 10/21/2024 | 37.69 | 37.69 | 37.69 | 37.69 | 1.00 | |
| 10/18/2024 | 37.95 | 37.95 | 37.95 | 37.95 | 1.00 | |
| 10/17/2024 | 37.84 | 37.84 | 37.84 | 37.84 | 1.00 | |
| 10/16/2024 | 37.95 | 37.95 | 37.95 | 37.95 | 1.00 | |
| 10/15/2024 | 37.71 | 37.71 | 37.71 | 37.71 | 1.00 | |
| 10/14/2024 | 37.74 | 37.74 | 37.74 | 37.74 | 1.00 | |
| 10/11/2024 | 37.55 | 37.55 | 37.55 | 37.55 | 1.00 | |
| 10/10/2024 | 37.37 | 37.37 | 37.37 | 37.37 | 1.00 | |
| 10/09/2024 | 37.45 | 37.45 | 37.45 | 37.45 | 1.00 | |
| 10/08/2024 | 37.29 | 37.29 | 37.29 | 37.29 | 1.00 | |
| 10/07/2024 | 37.22 | 37.22 | 37.22 | 37.22 | 1.00 | |
| 10/04/2024 | 37.36 | 37.36 | 37.36 | 37.36 | 1.00 | |
| 10/03/2024 | 37.25 | 37.25 | 37.25 | 37.25 | 1.00 | |
| 10/02/2024 | 37.39 | 37.39 | 37.39 | 37.39 | 1.00 | |
| 10/01/2024 | 37.50 | 37.50 | 37.50 | 37.50 | 1.00 | |
| 09/30/2024 | 37.56 | 37.56 | 37.56 | 37.56 | 1.00 | |
| 09/27/2024 | 37.58 | 37.58 | 37.58 | 37.58 | 1.00 | |
| 09/26/2024 | 37.38 | 37.38 | 37.38 | 37.38 | 1.00 | |
| 09/25/2024 | 37.27 | 37.27 | 37.27 | 37.27 | 1.00 | |
| 09/24/2024 | 37.40 | 37.40 | 37.40 | 37.40 | 1.00 | |
| 09/23/2024 | 37.40 | 37.40 | 37.40 | 37.40 | 1.00 | |
| 09/20/2024 | 37.33 | 37.33 | 37.33 | 37.33 | 1.00 | |
| 09/19/2024 | 37.43 | 37.43 | 37.43 | 37.43 | 1.00 | |
| 09/18/2024 | 37.23 | 37.23 | 37.23 | 37.23 | 1.00 | |
| 09/17/2024 | 37.36 | 37.36 | 37.36 | 37.36 | 1.00 | |
| 09/16/2024 | 37.41 | 37.41 | 37.41 | 37.41 | 1.00 | |
| 09/13/2024 | 37.15 | 37.15 | 37.15 | 37.15 | 1.00 | |
| 09/12/2024 | 36.97 | 36.97 | 36.97 | 36.97 | 1.00 | |
| 09/11/2024 | 36.72 | 36.72 | 36.72 | 36.72 | 1.00 | |
| 09/10/2024 | 36.74 | 36.74 | 36.74 | 36.74 | 1.00 | |
| 09/09/2024 | 36.66 | 36.66 | 36.66 | 36.66 | 1.00 | |
| 09/06/2024 | 36.50 | 36.50 | 36.50 | 36.50 | 1.00 |
About Scharf Balanced Mutual Fund history
Scharf Balanced 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 Scharf is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Scharf Balanced Oppo 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 Scharf Balanced stock prices may prove useful in developing a viable investing in Scharf Balanced
The fund invests in a mix of equity securities and fixed-income securities. Under normal market conditions, it allocates between 50 percent and 75 percent of its total assets to equity securities. Under normal market conditions, the fund allocates between 25 percent and 50 percent of its total assets to fixed-income securities.
Scharf Balanced Mutual Fund Technical Analysis
Scharf Balanced 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.
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Scharf Balanced Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Scharf Balanced's price direction in advance. Along with the technical and fundamental analysis of Scharf Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Scharf 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 | 0.1071 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.20) | |||
| Treynor Ratio | 0.1182 |
| Cycle Indicators | ||
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| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Scharf Mutual Fund
Scharf Balanced financial ratios help investors to determine whether Scharf 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 Scharf with respect to the benefits of owning Scharf Balanced security.
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