Capital Appreciation Fund Price on November 27, 2024
| JHCPX Fund | USD 18.05 0.14 0.78% |
Below is the normalized historical share price chart for Capital Appreciation Fund extending back to October 17, 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 Capital Appreciation stands at 18.05, as last reported on the 30th of November, with the highest price reaching 18.05 and the lowest price hitting 18.05 during the day.
If you're considering investing in Capital Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Capital Mutual Fund to be very steady. Capital Appreciation secures Sharpe Ratio (or Efficiency) of 0.17, which signifies that the fund had a 0.17% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Capital Appreciation Fund, which you can use to evaluate the volatility of the entity. Please confirm Capital Appreciation's Downside Deviation of 1.46, risk adjusted performance of 0.1037, and Mean Deviation of 0.7444 to double-check if the risk estimate we provide is consistent with the expected return of 0.17%.
Capital Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Capital |
Sharpe Ratio = 0.1717
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Estimated Market Risk
| 1.01 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Capital Appreciation is performing at about 13% 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 Capital Appreciation by adding it to a well-diversified portfolio.
Capital Appreciation Valuation on November 27, 2024
It is possible to determine the worth of Capital Appreciation on a given historical date. On November 27, 2024 Capital was worth 17.91 at the beginning of the trading date compared to the closed value of 17.91. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Capital Appreciation mutual fund. Still, in general, we apply an absolute valuation method to find Capital Appreciation'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 Capital Appreciation where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Capital Appreciation's related companies.
| Open | High | Low | Close | Volume | |
| 18.06 | 18.06 | 18.06 | 18.06 | 1.00 | |
11/27/2024 | 17.91 | 17.91 | 17.91 | 17.91 | 1.00 |
| 18.05 | 18.05 | 18.05 | 18.05 | 1.00 |
| Backtest Capital Appreciation | | | Capital Appreciation History | | | Capital Appreciation Valuation | Previous | Next |
Capital Appreciation Trading Date Momentum on November 27, 2024
| On November 29 2024 Capital Appreciation Fund was traded for 18.05 at the closing time. The highest daily price throughout the period was 18.05 and the lowest price was 18.05 . 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 trading delta at closing time to closing price of the next trading day was 0.78% . The overall trading delta to current closing price is 0.78% . |
Capital Appreciation Fundamentals Correlations and Trends
By evaluating Capital Appreciation'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 Capital Appreciation's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Capital financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Capital Appreciation Mutual Fund history
Capital Appreciation 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 Capital is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Capital Appreciation 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 Capital Appreciation stock prices may prove useful in developing a viable investing in Capital Appreciation
The fund invests at least 65 percent of its total assets in equity and equity-related securities of companies, at the time of investment, that exceed 1 billion in market capitalization and that the manager believes have above average growth prospects. It may invest up to 20 percent of its total assets in foreign equity securities. The fund may invest in U.S. government securities issued or guaranteed by the U.S. government or by an agency or instrumentality of the U.S. government. It may invest in mortgage-related securities issued or guaranteed by U.S. governmental entities.
Capital Appreciation Mutual Fund Technical Analysis
Capital Appreciation 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
Capital Appreciation Period Price Range
Low | November 30, 2024
| High |
0.00 | 0.00 |
Capital Appreciation Fund 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.
Capital Appreciation November 30, 2024 Market Strength
Market strength indicators help investors to evaluate how Capital Appreciation 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 Capital Appreciation shares will generate the highest return on investment. By undertsting and applying Capital Appreciation mutual fund market strength indicators, traders can identify Capital Appreciation Fund entry and exit signals to maximize returns
Capital Appreciation Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Capital Appreciation's price direction in advance. Along with the technical and fundamental analysis of Capital Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Capital 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 | 0.1037 | |||
| Jensen Alpha | 0.0134 | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | 0.0036 | |||
| Treynor Ratio | 0.142 |
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| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Capital Mutual Fund
Capital Appreciation financial ratios help investors to determine whether Capital 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 Capital with respect to the benefits of owning Capital Appreciation security.
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