Portfolio 21 Global Fund Price History
| PORTX Fund | USD 53.84 0.81 1.48% |
Below is the normalized historical share price chart for Portfolio 21 Global extending back to April 12, 2001. 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 Portfolio stands at 53.84, as last reported on the 29th of March, with the highest price reaching 53.84 and the lowest price hitting 53.84 during the day.
If you're considering investing in Portfolio Mutual Fund, it is important to understand the factors that can impact its price. Portfolio 21 Global maintains Sharpe Ratio (i.e., Efficiency) of -0.0428, which implies the entity had a -0.0428 % return per unit of risk over the last 3 months. Portfolio 21 Global exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Portfolio's Risk Adjusted Performance of (0.04), coefficient of variation of (2,317), and Variance of 0.732 to confirm the risk estimate we provide.
Portfolio Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Portfolio |
Sharpe Ratio = -0.0428
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PORTX |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Portfolio 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 Portfolio by adding Portfolio to a well-diversified portfolio.
Portfolio Mutual Fund Price History Chart
There are several ways to analyze Portfolio 21 Global Fund price data. The simplest method is using a basic Portfolio candlestick price chart, which shows Portfolio 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 | February 18, 2025 | 57.32 |
| Lowest Price | March 28, 2025 | 53.84 |
Portfolio March 29, 2025 Mutual Fund Price Synopsis
Various analyses of Portfolio's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Portfolio Mutual Fund. It can be used to describe the percentage change in the price of Portfolio from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Portfolio Mutual Fund.| Portfolio Price Rate Of Daily Change | 0.99 | |
| Portfolio Price Action Indicator | (0.40) |
Portfolio March 29, 2025 Mutual Fund Price Analysis
Portfolio Mutual Fund Price History Data
The price series of Portfolio for the period between Sun, Dec 29, 2024 and Sat, Mar 29, 2025 has a statistical range of 3.48 with a coefficient of variation of 1.64. The price distribution for the period has arithmetic mean of 55.82. The median price for the last 90 days is 55.76. The company had dividends distributed to its stock-holders on 12/20/2019.| Open | High | Low | Close | Volume | ||
| 03/28/2025 | 53.84 | 53.84 | 53.84 | 53.84 | 1.00 | |
| 03/27/2025 | 54.65 | 54.65 | 54.65 | 54.65 | 1.00 | |
| 03/26/2025 | 54.69 | 54.69 | 54.69 | 54.69 | 1.00 | |
| 03/25/2025 | 55.39 | 55.39 | 55.39 | 55.39 | 1.00 | |
| 03/24/2025 | 55.21 | 55.21 | 55.21 | 55.21 | 1.00 | |
| 03/21/2025 | 54.81 | 54.81 | 54.81 | 54.81 | 1.00 | |
| 03/20/2025 | 55.06 | 55.06 | 55.06 | 55.06 | 1.00 | |
| 03/19/2025 | 55.32 | 55.32 | 55.32 | 55.32 | 1.00 | |
| 03/18/2025 | 55.01 | 55.01 | 55.01 | 55.01 | 1.00 | |
| 03/17/2025 | 55.41 | 55.41 | 55.41 | 55.41 | 1.00 | |
| 03/14/2025 | 54.96 | 54.96 | 54.96 | 54.96 | 1.00 | |
| 03/13/2025 | 53.98 | 53.98 | 53.98 | 53.98 | 1.00 | |
| 03/12/2025 | 54.59 | 54.59 | 54.59 | 54.59 | 1.00 | |
| 03/11/2025 | 54.39 | 54.39 | 54.39 | 54.39 | 1.00 | |
| 03/10/2025 | 54.77 | 54.77 | 54.77 | 54.77 | 1.00 | |
| 03/07/2025 | 56.10 | 56.10 | 56.10 | 56.10 | 1.00 | |
| 03/06/2025 | 55.66 | 55.66 | 55.66 | 55.66 | 1.00 | |
| 03/05/2025 | 56.48 | 56.48 | 56.48 | 56.48 | 1.00 | |
| 03/04/2025 | 55.61 | 55.61 | 55.61 | 55.61 | 1.00 | |
| 03/03/2025 | 55.71 | 55.71 | 55.71 | 55.71 | 1.00 | |
| 02/28/2025 | 56.25 | 56.25 | 56.25 | 56.25 | 1.00 | |
| 02/27/2025 | 55.76 | 55.76 | 55.76 | 55.76 | 1.00 | |
| 02/26/2025 | 56.63 | 56.63 | 56.63 | 56.63 | 1.00 | |
| 02/25/2025 | 56.55 | 56.55 | 56.55 | 56.55 | 1.00 | |
| 02/24/2025 | 56.50 | 56.50 | 56.50 | 56.50 | 1.00 | |
| 02/21/2025 | 56.68 | 56.68 | 56.68 | 56.68 | 1.00 | |
| 02/20/2025 | 57.27 | 57.27 | 57.27 | 57.27 | 1.00 | |
| 02/19/2025 | 57.26 | 57.26 | 57.26 | 57.26 | 1.00 | |
| 02/18/2025 | 57.32 | 57.32 | 57.32 | 57.32 | 1.00 | |
| 02/14/2025 | 57.16 | 57.16 | 57.16 | 57.16 | 1.00 | |
| 02/13/2025 | 57.27 | 57.27 | 57.27 | 57.27 | 1.00 | |
| 02/12/2025 | 56.54 | 56.54 | 56.54 | 56.54 | 1.00 | |
| 02/11/2025 | 56.68 | 56.68 | 56.68 | 56.68 | 1.00 | |
| 02/10/2025 | 56.57 | 56.57 | 56.57 | 56.57 | 1.00 | |
| 02/07/2025 | 56.35 | 56.35 | 56.35 | 56.35 | 1.00 | |
| 02/06/2025 | 56.90 | 56.90 | 56.90 | 56.90 | 1.00 | |
| 02/05/2025 | 56.48 | 56.48 | 56.48 | 56.48 | 1.00 | |
| 02/04/2025 | 56.35 | 56.35 | 56.35 | 56.35 | 1.00 | |
| 02/03/2025 | 55.95 | 55.95 | 55.95 | 55.95 | 1.00 | |
| 01/31/2025 | 56.56 | 56.56 | 56.56 | 56.56 | 1.00 | |
| 01/30/2025 | 56.92 | 56.92 | 56.92 | 56.92 | 1.00 | |
| 01/29/2025 | 56.73 | 56.73 | 56.73 | 56.73 | 1.00 | |
| 01/28/2025 | 56.94 | 56.94 | 56.94 | 56.94 | 1.00 | |
| 01/27/2025 | 56.47 | 56.47 | 56.47 | 56.47 | 1.00 | |
| 01/24/2025 | 57.13 | 57.13 | 57.13 | 57.13 | 1.00 | |
| 01/23/2025 | 57.05 | 57.05 | 57.05 | 57.05 | 1.00 | |
| 01/22/2025 | 56.76 | 56.76 | 56.76 | 56.76 | 1.00 | |
| 01/21/2025 | 56.38 | 56.38 | 56.38 | 56.38 | 1.00 | |
| 01/17/2025 | 55.63 | 55.63 | 55.63 | 55.63 | 1.00 | |
| 01/16/2025 | 55.39 | 55.39 | 55.39 | 55.39 | 1.00 | |
| 01/15/2025 | 55.25 | 55.25 | 55.25 | 55.25 | 1.00 | |
| 01/14/2025 | 54.37 | 54.37 | 54.37 | 54.37 | 1.00 | |
| 01/13/2025 | 54.22 | 54.22 | 54.22 | 54.22 | 1.00 | |
| 01/10/2025 | 54.47 | 54.47 | 54.47 | 54.47 | 1.00 | |
| 01/08/2025 | 55.31 | 55.31 | 55.31 | 55.31 | 1.00 | |
| 01/07/2025 | 55.41 | 55.41 | 55.41 | 55.41 | 1.00 | |
| 01/06/2025 | 55.84 | 55.84 | 55.84 | 55.84 | 1.00 | |
| 01/03/2025 | 55.32 | 55.32 | 55.32 | 55.32 | 1.00 | |
| 01/02/2025 | 54.89 | 54.89 | 54.89 | 54.89 | 1.00 | |
| 12/31/2024 | 54.98 | 54.98 | 54.98 | 54.98 | 1.00 | |
| 12/30/2024 | 55.21 | 55.21 | 55.21 | 55.21 | 1.00 |
About Portfolio Mutual Fund history
Portfolio 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 Portfolio is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Portfolio 21 Global 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 Portfolio stock prices may prove useful in developing a viable investing in Portfolio
Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80 percent of its net assets in equity securities of small and mid-sized companies that meet Trilliums Environmental, Social, and Governance criteria.
Portfolio Mutual Fund Technical Analysis
Portfolio 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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Portfolio Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Portfolio's price direction in advance. Along with the technical and fundamental analysis of Portfolio Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Portfolio 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 | (0.04) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | 0.0067 | |||
| Treynor Ratio | (0.06) |
| 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 Portfolio Mutual Fund
Portfolio financial ratios help investors to determine whether Portfolio 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 Portfolio with respect to the benefits of owning Portfolio security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |