Sarofim Equity Fund Price History
SRFMX Fund | USD 13.87 0.02 0.14% |
Below is the normalized historical share price chart for Sarofim Equity extending back to February 03, 2014. 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 Sarofim Equity stands at 13.87, as last reported on the 27th of March, with the highest price reaching 13.87 and the lowest price hitting 13.87 during the day.
If you're considering investing in Sarofim Mutual Fund, it is important to understand the factors that can impact its price. Sarofim Equity owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.0504, which indicates the fund had a -0.0504 % return per unit of risk over the last 3 months. Sarofim Equity exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Sarofim Equity's Variance of 3.97, risk adjusted performance of (0.10), and Coefficient Of Variation of (770.64) to confirm the risk estimate we provide.
Sarofim Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Sarofim |
Sharpe Ratio = -0.0504
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Estimated Market Risk
0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
-0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
-0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sarofim Equity 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 Sarofim Equity by adding Sarofim Equity to a well-diversified portfolio.
Sarofim Equity Mutual Fund Price History Chart
There are several ways to analyze Sarofim Equity Fund price data. The simplest method is using a basic Sarofim candlestick price chart, which shows Sarofim Equity 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 19, 2025 | 14.7 |
Lowest Price | March 13, 2025 | 13.47 |
Sarofim Equity March 27, 2025 Mutual Fund Price Synopsis
Various analyses of Sarofim Equity's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Sarofim Mutual Fund. It can be used to describe the percentage change in the price of Sarofim Equity from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Sarofim Mutual Fund.Sarofim Equity Price Rate Of Daily Change | 1.00 | |
Sarofim Equity Price Action Indicator | (0.01) |
Sarofim Equity March 27, 2025 Mutual Fund Price Analysis
Sarofim Mutual Fund Price History Data
The price series of Sarofim Equity for the period between Fri, Dec 27, 2024 and Thu, Mar 27, 2025 has a statistical range of 3.28 with a coefficient of variation of 4.16. The price distribution for the period has arithmetic mean of 14.37. The median price for the last 90 days is 14.4. The company had dividends distributed to its stock-holders on 29th of September 2021.Open | High | Low | Close | Volume | ||
03/27/2025 | 13.87 | 13.87 | 13.87 | 13.87 | 1.00 | |
03/26/2025 | 13.89 | 13.89 | 13.89 | 13.89 | 1.00 | |
03/25/2025 | 14.02 | 14.02 | 14.02 | 14.02 | 1.00 | |
03/24/2025 | 13.98 | 13.98 | 13.98 | 13.98 | 1.00 | |
03/21/2025 | 13.77 | 13.77 | 13.77 | 13.77 | 1.00 | |
03/20/2025 | 13.80 | 13.80 | 13.80 | 13.80 | 1.00 | |
03/19/2025 | 13.83 | 13.83 | 13.83 | 13.83 | 1.00 | |
03/18/2025 | 13.72 | 13.72 | 13.72 | 13.72 | 1.00 | |
03/17/2025 | 13.83 | 13.83 | 13.83 | 13.83 | 1.00 | |
03/14/2025 | 13.72 | 13.72 | 13.72 | 13.72 | 1.00 | |
03/13/2025 | 13.47 | 13.47 | 13.47 | 13.47 | 1.00 | |
03/12/2025 | 13.67 | 13.67 | 13.67 | 13.67 | 1.00 | |
03/11/2025 | 13.64 | 13.64 | 13.64 | 13.64 | 1.00 | |
03/10/2025 | 13.78 | 13.78 | 13.78 | 13.78 | 1.00 | |
03/07/2025 | 14.17 | 14.17 | 14.17 | 14.17 | 1.00 | |
03/06/2025 | 14.15 | 14.15 | 14.15 | 14.15 | 1.00 | |
03/05/2025 | 14.40 | 14.40 | 14.40 | 14.40 | 1.00 | |
03/04/2025 | 14.21 | 14.21 | 14.21 | 14.21 | 1.00 | |
03/03/2025 | 14.31 | 14.31 | 14.31 | 14.31 | 1.00 | |
02/28/2025 | 14.46 | 14.46 | 14.46 | 14.46 | 1.00 | |
02/27/2025 | 14.23 | 14.23 | 14.23 | 14.23 | 1.00 | |
02/26/2025 | 14.43 | 14.43 | 14.43 | 14.43 | 1.00 | |
02/25/2025 | 14.42 | 14.42 | 14.42 | 14.42 | 1.00 | |
02/24/2025 | 14.42 | 14.42 | 14.42 | 14.42 | 1.00 | |
02/21/2025 | 14.46 | 14.46 | 14.46 | 14.46 | 1.00 | |
02/20/2025 | 14.66 | 14.66 | 14.66 | 14.66 | 1.00 | |
02/19/2025 | 14.70 | 14.70 | 14.70 | 14.70 | 1.00 | |
02/18/2025 | 14.63 | 14.63 | 14.63 | 14.63 | 1.00 | |
02/14/2025 | 14.57 | 14.57 | 14.57 | 14.57 | 1.00 | |
02/13/2025 | 14.61 | 14.61 | 14.61 | 14.61 | 1.00 | |
02/12/2025 | 14.49 | 14.49 | 14.49 | 14.49 | 1.00 | |
02/11/2025 | 14.57 | 14.57 | 14.57 | 14.57 | 1.00 | |
02/10/2025 | 14.52 | 14.52 | 14.52 | 14.52 | 1.00 | |
02/07/2025 | 14.40 | 14.40 | 14.40 | 14.40 | 1.00 | |
02/06/2025 | 14.58 | 14.58 | 14.58 | 14.58 | 1.00 | |
02/05/2025 | 14.52 | 14.52 | 14.52 | 14.52 | 1.00 | |
02/04/2025 | 14.49 | 14.49 | 14.49 | 14.49 | 1.00 | |
02/03/2025 | 14.42 | 14.42 | 14.42 | 14.42 | 1.00 | |
01/31/2025 | 14.54 | 14.54 | 14.54 | 14.54 | 1.00 | |
01/30/2025 | 14.61 | 14.61 | 14.61 | 14.61 | 1.00 | |
01/29/2025 | 14.57 | 14.57 | 14.57 | 14.57 | 1.00 | |
01/28/2025 | 14.66 | 14.66 | 14.66 | 14.66 | 1.00 | |
01/27/2025 | 14.59 | 14.59 | 14.59 | 14.59 | 1.00 | |
01/24/2025 | 14.62 | 14.62 | 14.62 | 14.62 | 1.00 | |
01/23/2025 | 14.66 | 14.66 | 14.66 | 14.66 | 1.00 | |
01/22/2025 | 14.57 | 14.57 | 14.57 | 14.57 | 1.00 | |
01/21/2025 | 14.47 | 14.47 | 14.47 | 14.47 | 1.00 | |
01/17/2025 | 14.31 | 14.31 | 14.31 | 14.31 | 1.00 | |
01/16/2025 | 14.23 | 14.23 | 14.23 | 14.23 | 1.00 | |
01/15/2025 | 14.26 | 14.26 | 14.26 | 14.26 | 1.00 | |
01/14/2025 | 14.00 | 14.00 | 14.00 | 14.00 | 1.00 | |
01/13/2025 | 13.98 | 13.98 | 13.98 | 13.98 | 1.00 | |
01/10/2025 | 13.98 | 13.98 | 13.98 | 13.98 | 1.00 | |
01/08/2025 | 14.17 | 14.17 | 14.17 | 14.17 | 1.00 | |
01/07/2025 | 14.11 | 14.11 | 14.11 | 14.11 | 1.00 | |
01/06/2025 | 14.27 | 14.27 | 14.27 | 14.27 | 1.00 | |
01/03/2025 | 14.20 | 14.20 | 14.20 | 14.20 | 1.00 | |
01/02/2025 | 14.07 | 14.07 | 14.07 | 14.07 | 1.00 | |
12/31/2024 | 14.09 | 14.09 | 14.09 | 14.09 | 1.00 | |
12/30/2024 | 14.15 | 14.15 | 14.15 | 14.15 | 1.00 | |
12/27/2024 | 14.30 | 14.30 | 14.30 | 14.30 | 1.00 |
About Sarofim Equity Mutual Fund history
Sarofim Equity 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 Sarofim is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Sarofim Equity 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 Sarofim Equity stock prices may prove useful in developing a viable investing in Sarofim Equity
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities. It invests primarily in the common stock of U.S. and foreign based companies listed on U.S. exchanges, but the fund may also invest up to 25 percent of its net assets in foreign-based companies listed on foreign exchanges, either directly or through American Depositary Receipts . It focuses on companies with market capitalizations exceeding 5 billion at the time of purchase.
Sarofim Equity Mutual Fund Technical Analysis
Sarofim Equity 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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Sarofim Equity Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Sarofim Equity's price direction in advance. Along with the technical and fundamental analysis of Sarofim Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Sarofim 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 | (0.10) | |||
Jensen Alpha | (0.27) | |||
Total Risk Alpha | (0.26) | |||
Treynor Ratio | (0.43) |
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 Sarofim Mutual Fund
Sarofim Equity financial ratios help investors to determine whether Sarofim 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 Sarofim with respect to the benefits of owning Sarofim Equity security.
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