Series Portfolios Trust Fund Price on November 27, 2024
| EQHEX Fund | USD 14.10 0.01 0.07% |
Below is the normalized historical share price chart for Series Portfolios Trust extending back to February 08, 2019. 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 Series Portfolios stands at 14.10, as last reported on the 4th of December, with the highest price reaching 14.10 and the lowest price hitting 14.10 during the day.
If you're considering investing in Series Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Series Mutual Fund to be very steady. Series Portfolios Trust owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.26, which indicates the fund had a 0.26% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Series Portfolios Trust, which you can use to evaluate the volatility of the fund. Please validate Series Portfolios' Downside Deviation of 0.2846, risk adjusted performance of 0.1558, and Standard Deviation of 0.2295 to confirm if the risk estimate we provide is consistent with the expected return of 0.0576%.
Series Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Series |
Sharpe Ratio = 0.2588
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| Cash | EQHEX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.22 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.26 actual daily | 20 80% of assets perform better |
Based on monthly moving average Series Portfolios is performing at about 20% 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 Series Portfolios by adding it to a well-diversified portfolio.
Series Portfolios Valuation on November 27, 2024
It is possible to determine the worth of Series Portfolios on a given historical date. On November 27, 2024 Series was worth 14.1 at the beginning of the trading date compared to the closed value of 14.1. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Series Portfolios mutual fund. Still, in general, we apply an absolute valuation method to find Series Portfolios' 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 Series Portfolios where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Series Portfolios' related companies.
| Open | High | Low | Close | Volume | |
| 14.08 | 14.08 | 14.08 | 14.08 | 1.00 | |
11/27/2024 | 14.10 | 14.10 | 14.10 | 14.10 | 1.00 |
| 14.11 | 14.11 | 14.11 | 14.11 | 1.00 |
| Backtest Series Portfolios | | | Series Portfolios History | | | Series Portfolios Valuation | Previous | Next |
Series Portfolios Trading Date Momentum on November 27, 2024
| On November 29 2024 Series Portfolios Trust was traded for 14.11 at the closing time. The highest daily price throughout the period was 14.11 and the lowest price was 14.11 . There was no trading activity during the period 1.0. Lack of trading volume on 11/29/2024 added to the next day price jump. The overall trading delta to closing price of the next trading day was 0.07% . The trading price change to current closing price is 0.00% . |
Series Portfolios Trust Fundamentals Correlations and Trends
By evaluating Series Portfolios' financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Series Portfolios' main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Series financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Series Portfolios Mutual Fund history
Series Portfolios 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 Series is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Series Portfolios Trust 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 Series Portfolios stock prices may prove useful in developing a viable investing in Series Portfolios
The fund seeks to achieve its investment objective by investing in equity securities of U.S. issuers based on the SP 500 Index while hedging overall market exposure by writing exchange traded call options based on the same securities. Under normal market conditions, it invests at least 80 percent of its net assets in equity securities based on the index.
Series Portfolios Mutual Fund Technical Analysis
Series Portfolios 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
Series Portfolios Period Price Range
Low | December 4, 2024
| High |
0.00 | 0.00 |
Series Portfolios Trust 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.
Series Portfolios December 4, 2024 Market Strength
Market strength indicators help investors to evaluate how Series Portfolios 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 Series Portfolios shares will generate the highest return on investment. By undertsting and applying Series Portfolios mutual fund market strength indicators, traders can identify Series Portfolios Trust entry and exit signals to maximize returns
Series Portfolios Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Series Portfolios' price direction in advance. Along with the technical and fundamental analysis of Series Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Series 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 | 0.1558 | |||
| Jensen Alpha | 0.0456 | |||
| Total Risk Alpha | 0.0128 | |||
| Sortino Ratio | (0.21) | |||
| Treynor Ratio | (2.67) |
| Cycle Indicators | ||
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| Math Transform | ||
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| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Series Mutual Fund
Series Portfolios financial ratios help investors to determine whether Series 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 Series with respect to the benefits of owning Series Portfolios security.
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