Enterprise Portfolio Institutional Fund Price on September 24, 2024
| JAAGX Fund | USD 89.03 0.04 0.04% |
Below is the normalized historical share price chart for Enterprise Portfolio Institutional extending back to October 16, 1998. 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 Enterprise Portfolio stands at 89.03, as last reported on the 28th of November, with the highest price reaching 89.03 and the lowest price hitting 89.03 during the day.
If you're considering investing in Enterprise Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Enterprise Mutual Fund to be very steady. Enterprise Portfolio secures Sharpe Ratio (or Efficiency) of 0.12, which denotes the fund had a 0.12% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Enterprise Portfolio Institutional, which you can use to evaluate the volatility of the entity. Please confirm Enterprise Portfolio's Coefficient Of Variation of 714.49, mean deviation of 0.6074, and Downside Deviation of 0.8092 to check if the risk estimate we provide is consistent with the expected return of 0.0979%.
Enterprise Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Enterprise |
Sharpe Ratio = 0.1227
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| Cash | JAAGX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Enterprise Portfolio is performing at about 9% 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 Enterprise Portfolio by adding it to a well-diversified portfolio.
Enterprise Portfolio Valuation on September 24, 2024
It is possible to determine the worth of Enterprise Portfolio on a given historical date. On September 24, 2024 Enterprise was worth 84.07 at the beginning of the trading date compared to the closed value of 84.07. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Enterprise Portfolio mutual fund. Still, in general, we apply an absolute valuation method to find Enterprise Portfolio'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 Enterprise Portfolio where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Enterprise Portfolio's related companies.
| Open | High | Low | Close | Volume | |
| 83.86 | 83.86 | 83.86 | 83.86 | 1.00 | |
09/24/2024 | 84.07 | 84.07 | 84.07 | 84.07 | 1.00 |
| 83.44 | 83.44 | 83.44 | 83.44 | 1.00 |
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Enterprise Portfolio Trading Date Momentum on September 24, 2024
| On September 25 2024 Enterprise Portfolio Institutional was traded for 83.44 at the closing time. The highest daily price throughout the period was 83.44 and the lowest price was 83.44 . There was no trading activity during the period 1.0. Lack of trading volume on 09/25/2024 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.75% . The overall trading delta to current closing price is 0.06% . |
Enterprise Portfolio Fundamentals Correlations and Trends
By evaluating Enterprise Portfolio'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 Enterprise Portfolio's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Enterprise financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Enterprise Portfolio Mutual Fund history
Enterprise 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 Enterprise is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Enterprise Portfolio 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 Enterprise Portfolio stock prices may prove useful in developing a viable investing in Enterprise Portfolio
The Portfolio pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50 percent of its equity assets in medium-sized companies. The Portfolio considers medium-sized companies to be those whose market capitalization falls within the range of companies in the Russell Midcap Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities.
Enterprise Portfolio Mutual Fund Technical Analysis
Enterprise 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.
Price Boundaries
Enterprise Portfolio Period Price Range
Low | November 28, 2024
| High |
0.00 | 0.00 |
Enterprise Portfolio 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.
Enterprise Portfolio November 28, 2024 Market Strength
Market strength indicators help investors to evaluate how Enterprise Portfolio 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 Enterprise Portfolio shares will generate the highest return on investment. By undertsting and applying Enterprise Portfolio mutual fund market strength indicators, traders can identify Enterprise Portfolio Institutional entry and exit signals to maximize returns
Enterprise Portfolio Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Enterprise Portfolio's price direction in advance. Along with the technical and fundamental analysis of Enterprise Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Enterprise 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 | 0.1076 | |||
| Jensen Alpha | 0.0956 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 2.2 |
| Cycle Indicators | ||
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| Math Transform | ||
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| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Enterprise Mutual Fund
Enterprise Portfolio financial ratios help investors to determine whether Enterprise 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 Enterprise with respect to the benefits of owning Enterprise Portfolio security.
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