Midcap Growth Fund Price on May 1, 3124
| PHASX Fund | USD 8.28 0.00 0.00% |
Below is the normalized historical share price chart for Midcap Growth Fund extending back to August 11, 2006. 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 Midcap Growth stands at 8.28, as last reported on the 30th of November, with the highest price reaching 8.28 and the lowest price hitting 8.28 during the day.
If you're considering investing in Midcap Mutual Fund, it is important to understand the factors that can impact its price. Midcap Growth appears to be not too volatile, given 3 months investment horizon. Midcap Growth has Sharpe Ratio of 0.25, which conveys that the entity had a 0.25% return per unit of risk over the last 3 months. We have found twenty-five technical indicators for Midcap Growth, which you can use to evaluate the volatility of the fund. Please exercise Midcap Growth's Downside Deviation of 1.03, mean deviation of 0.7423, and Risk Adjusted Performance of 0.1348 to check out if our risk estimates are consistent with your expectations.
Midcap Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Midcap |
Sharpe Ratio = 0.2529
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Estimated Market Risk
| 0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.25 actual daily | 19 81% of assets perform better |
Based on monthly moving average Midcap Growth is performing at about 19% 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 Midcap Growth 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 Midcap Growth Mutual Fund history
Midcap Growth 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 Midcap is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Midcap Growth 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 Midcap Growth stock prices may prove useful in developing a viable investing in Midcap Growth
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of purchase. It invests in growth equity securities, an investment strategy that emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average.
Midcap Growth Mutual Fund Technical Analysis
Midcap Growth 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
Midcap Growth Period Price Range
Low | November 30, 2024
| High |
0.00 | 0.00 |
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Midcap Growth November 30, 2024 Market Strength
Market strength indicators help investors to evaluate how Midcap Growth 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 Midcap Growth shares will generate the highest return on investment. By undertsting and applying Midcap Growth mutual fund market strength indicators, traders can identify Midcap Growth Fund entry and exit signals to maximize returns
Midcap Growth Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Midcap Growth's price direction in advance. Along with the technical and fundamental analysis of Midcap Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Midcap 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 | 0.1348 | |||
| Jensen Alpha | 0.1288 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | 0.0282 | |||
| Treynor Ratio | 0.7147 |
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| Volume Indicators |
Other Information on Investing in Midcap Mutual Fund
Midcap Growth financial ratios help investors to determine whether Midcap 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 Midcap with respect to the benefits of owning Midcap Growth security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |