Value Equity Institutional Fund Price on May 2, 3024
| GVEYX Fund | USD 21.85 0.05 0.23% |
Below is the normalized historical share price chart for Value Equity Institutional extending back to September 13, 2005. 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 Value Equity stands at 21.85, as last reported on the 30th of November, with the highest price reaching 21.85 and the lowest price hitting 21.85 during the day.
If you're considering investing in Value Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Value Mutual Fund to be very steady. Value Equity Institu owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.19, which indicates the fund had a 0.19% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Value Equity Institutional, which you can use to evaluate the volatility of the fund. Please validate Value Equity's Semi Deviation of 0.3445, coefficient of variation of 559.19, and Risk Adjusted Performance of 0.1355 to confirm if the risk estimate we provide is consistent with the expected return of 0.13%.
Value Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Value |
Sharpe Ratio = 0.1925
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Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Value Equity is performing at about 15% 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 Value Equity by adding it to a well-diversified portfolio.
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
About Value Equity Mutual Fund history
Value 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 Value is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Value Equity Institu 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 Value Equity stock prices may prove useful in developing a viable investing in Value Equity
The fund invests mainly in equity securities, which can include stock, stock futures, rights, warrants or securities convertible into stock. It is diversified and focuses on large- and medium-sized U.S. companies whose equity securities are considered by the funds Sub-Advisers to be value-oriented.
Value Equity Mutual Fund Technical Analysis
Value 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
Value Equity Period Price Range
Low | November 30, 2024
| High |
0.00 | 0.00 |
Value Equity Institutional 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.
Value Equity November 30, 2024 Market Strength
Market strength indicators help investors to evaluate how Value 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 Value Equity shares will generate the highest return on investment. By undertsting and applying Value Equity mutual fund market strength indicators, traders can identify Value Equity Institutional entry and exit signals to maximize returns
Value Equity Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Value Equity's price direction in advance. Along with the technical and fundamental analysis of Value Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Value 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 | 0.1355 | |||
| Jensen Alpha | 0.0078 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | 0.1372 |
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Other Information on Investing in Value Mutual Fund
Value Equity financial ratios help investors to determine whether Value 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 Value with respect to the benefits of owning Value Equity security.
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