Aston Montag Caldwell Fund Price on October 1, 2024
| MCGFX Fund | USD 13.66 0.10 0.73% |
Below is the normalized historical share price chart for Aston Montag Caldwell extending back to March 20, 1995. 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 Aston Montag stands at 13.66, as last reported on the 29th of November, with the highest price reaching 13.66 and the lowest price hitting 13.66 during the day.
If you're considering investing in Aston Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Aston Mutual Fund to be very steady. Aston Montag Caldwell secures Sharpe Ratio (or Efficiency) of 0.0856, which signifies that the fund had a 0.0856% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Aston Montag Caldwell, which you can use to evaluate the volatility of the entity. Please confirm Aston Montag's Risk Adjusted Performance of 0.024, downside deviation of 1.09, and Mean Deviation of 0.629 to double-check if the risk estimate we provide is consistent with the expected return of 0.0711%.
Aston Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Aston |
Sharpe Ratio = 0.0856
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Estimated Market Risk
| 0.83 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Aston Montag is performing at about 6% 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 Aston Montag by adding it to a well-diversified portfolio.
Aston Montag Valuation on October 1, 2024
It is possible to determine the worth of Aston Montag on a given historical date. On October 1, 2024 Aston was worth 13.24 at the beginning of the trading date compared to the closed value of 13.24. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Aston Montag mutual fund. Still, in general, we apply an absolute valuation method to find Aston Montag'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 Aston Montag where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Aston Montag's related companies.
| Open | High | Low | Close | Volume | |
| 13.43 | 13.43 | 13.43 | 13.43 | 1.00 | |
10/01/2024 | 13.24 | 13.24 | 13.24 | 13.24 | 1.00 |
| 13.22 | 13.22 | 13.22 | 13.22 | 1.00 |
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Aston Montag Trading Date Momentum on October 1, 2024
| On October 02 2024 Aston Montag Caldwell was traded for 13.22 at the closing time. The highest daily price throughout the period was 13.22 and the lowest price was 13.22 . There was no trading activity during the period 1.0. Lack of trading volume on 10/02/2024 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.15% . The overall trading delta to current closing price is 1.06% . |
Aston Montag Caldwell Fundamentals Correlations and Trends
By evaluating Aston Montag'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 Aston Montag's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Aston financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Aston Montag Mutual Fund history
Aston Montag 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 Aston is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Aston Montag Caldwell 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 Aston Montag stock prices may prove useful in developing a viable investing in Aston Montag
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. It primarily invests in equity securities. The fund may continue to hold securities of a portfolio company that subsequently drops below or appreciates above the large-capitalization threshold. It is non-diversified.
Aston Montag Mutual Fund Technical Analysis
Aston Montag 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
Aston Montag Period Price Range
Low | November 29, 2024
| High |
0.00 | 0.00 |
Aston Montag Caldwell 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.
Aston Montag November 29, 2024 Market Strength
Market strength indicators help investors to evaluate how Aston Montag 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 Aston Montag shares will generate the highest return on investment. By undertsting and applying Aston Montag mutual fund market strength indicators, traders can identify Aston Montag Caldwell entry and exit signals to maximize returns
Aston Montag Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Aston Montag's price direction in advance. Along with the technical and fundamental analysis of Aston Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Aston 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 | 0.024 | |||
| Jensen Alpha | (0.06) | |||
| Total Risk Alpha | (0.12) | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | 0.0233 |
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Other Information on Investing in Aston Mutual Fund
Aston Montag financial ratios help investors to determine whether Aston 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 Aston with respect to the benefits of owning Aston Montag security.
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