The Equity Growth Fund Price on July 14, 2023
| BGGSX Fund | USD 27.40 0.08 0.29% |
Below is the normalized historical share price chart for The Equity Growth extending back to May 01, 2017. 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 Us Equity stands at 27.40, as last reported on the 1st of December, with the highest price reaching 27.40 and the lowest price hitting 27.40 during the day.
If you're considering investing in BGGSX Mutual Fund, it is important to understand the factors that can impact its price. Us Equity appears to be very steady, given 3 months investment horizon. Equity Growth owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.29, which indicates the fund had a 0.29% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for The Equity Growth, which you can use to evaluate the volatility of the fund. Please review Us Equity's Coefficient Of Variation of 406.02, risk adjusted performance of 0.1924, and Semi Deviation of 0.927 to confirm if our risk estimates are consistent with your expectations.
BGGSX Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
BGGSX |
Sharpe Ratio = 0.2918
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Estimated Market Risk
| 1.23 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.36 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.29 actual daily | 22 78% of assets perform better |
Based on monthly moving average Us Equity is performing at about 22% 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 Us Equity by adding it to a well-diversified portfolio.
Us Equity Valuation on July 14, 2023
It is possible to determine the worth of Us Equity on a given historical date. On July 14, 2023 BGGSX was worth 19.57 at the beginning of the trading date compared to the closed value of 19.57. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Us Equity mutual fund. Still, in general, we apply an absolute valuation method to find Us Equity's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Us Equity where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Us Equity's related companies.
| Open | High | Low | Close | Volume | |
| 19.78 | 19.78 | 19.78 | 19.78 | 1.00 | |
07/14/2023 | 19.57 | 19.57 | 19.57 | 19.57 | 1.00 |
| 19.96 | 19.96 | 19.96 | 19.96 | 1.00 |
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Us Equity Trading Date Momentum on July 14, 2023
| On July 17 2023 The Equity Growth was traded for 19.96 at the closing time. The highest daily price throughout the period was 19.96 and the lowest price was 19.96 . There was no trading activity during the period 1.0. Lack of trading volume on 07/17/2023 added to the next day price jump. The overall trading delta to closing price of the next trading day was 1.99% . The trading price change to current closing price is 2.20% . |
Equity Growth Fundamentals Correlations and Trends
By evaluating Us Equity's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Us Equity's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. BGGSX financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Us Equity Mutual Fund history
Us 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 BGGSX is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Equity Growth 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 Us Equity stock prices may prove useful in developing a viable investing in Us Equity
Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks and other equity securities of companies whose principal activities are in the U.S. It invests in equity securities either directly or indirectly, such as through depositary receipts, and may invest in preferred stocks, convertible securities and warrants. The fund typically invests primarily in issuers with a market capitalization of more than 1.5 billion at the time of purchase and may participate in initial public offerings . It is non-diversified.
Us Equity Mutual Fund Technical Analysis
Us 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.
Price Boundaries
Us Equity Period Price Range
Low | December 1, 2024
| High |
0.00 | 0.00 |
The Equity Growth cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Us Equity December 1, 2024 Market Strength
Market strength indicators help investors to evaluate how Us Equity mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Us Equity shares will generate the highest return on investment. By undertsting and applying Us Equity mutual fund market strength indicators, traders can identify The Equity Growth entry and exit signals to maximize returns
Us Equity Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Us Equity's price direction in advance. Along with the technical and fundamental analysis of BGGSX Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of BGGSX 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 | 0.1924 | |||
| Jensen Alpha | 0.163 | |||
| Total Risk Alpha | 0.0934 | |||
| Sortino Ratio | 0.1277 | |||
| Treynor Ratio | 0.2682 |
| Cycle Indicators | ||
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| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in BGGSX Mutual Fund
Us Equity financial ratios help investors to determine whether BGGSX 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 BGGSX with respect to the benefits of owning Us Equity security.
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