1919 Financial Services Fund Price on October 25, 2024
| SBFAX Fund | USD 34.04 0.44 1.31% |
Below is the normalized historical share price chart for 1919 Financial Services extending back to October 18, 2000. 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 1919 Financial stands at 34.04, as last reported on the 26th of November, with the highest price reaching 34.04 and the lowest price hitting 34.04 during the day.
If you're considering investing in 1919 Mutual Fund, it is important to understand the factors that can impact its price. 1919 Financial appears to be very steady, given 3 months investment horizon. 1919 Financial Services retains Efficiency (Sharpe Ratio) of 0.19, which signifies that the fund had a 0.19% return per unit of price deviation over the last 3 months. We have found twenty-seven technical indicators for 1919 Financial, which you can use to evaluate the volatility of the entity. Please makes use of 1919 Financial's Standard Deviation of 1.2, market risk adjusted performance of (2.78), and Coefficient Of Variation of 469.76 to double-check if our risk estimates are consistent with your expectations.
1919 Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
1919 |
Sharpe Ratio = 0.1889
| Best Portfolio | Best Equity | |||
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| Small Returns | SBFAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.22 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average 1919 Financial is performing at about 14% 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 1919 Financial by adding it to a well-diversified portfolio.
1919 Financial Valuation on October 25, 2024
It is possible to determine the worth of 1919 Financial on a given historical date. On October 25, 2024 1919 was worth 30.86 at the beginning of the trading date compared to the closed value of 30.86. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of 1919 Financial mutual fund. Still, in general, we apply an absolute valuation method to find 1919 Financial'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 1919 Financial where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against 1919 Financial's related companies.
| Open | High | Low | Close | Volume | |
| 31.31 | 31.31 | 31.31 | 31.31 | 1.00 | |
10/25/2024 | 30.86 | 30.86 | 30.86 | 30.86 | 1.00 |
| 31.39 | 31.39 | 31.39 | 31.39 | 1.00 |
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1919 Financial Trading Date Momentum on October 25, 2024
| On October 28 2024 1919 Financial Services was traded for 31.39 at the closing time. The highest daily price throughout the period was 31.39 and the lowest price was 31.39 . There was no trading activity during the period 1.0. Lack of trading volume on 10/28/2024 added to the next day price jump. The trading price change to closing price of the next trading day was 1.72% . The daily price change to current closing price is 0.10% . |
1919 Financial Services Fundamentals Correlations and Trends
By evaluating 1919 Financial'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 1919 Financial's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. 1919 financial account trend analysis is a perfect complement when working with valuation or volatility modules.About 1919 Financial Mutual Fund history
1919 Financial 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 1919 is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in 1919 Financial Services 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 1919 Financial stock prices may prove useful in developing a viable investing in 1919 Financial
The fund normally invests at least 80 percent of its net assets in equity securities of issuers in the financial services industry that the Adviser believes are undervalued and thus may offer above-average potential for capital appreciation. It may invest its assets in securities of foreign financial services companies. The fund may invest in fixed income securities, including high yield securities or junk bonds. It may invest in shares of open-end funds or ETFs.
1919 Financial Mutual Fund Technical Analysis
1919 Financial 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
1919 Financial Period Price Range
Low | November 26, 2024
| High |
0.00 | 0.00 |
1919 Financial Services 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.
1919 Financial November 26, 2024 Market Strength
Market strength indicators help investors to evaluate how 1919 Financial 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 1919 Financial shares will generate the highest return on investment. By undertsting and applying 1919 Financial mutual fund market strength indicators, traders can identify 1919 Financial Services entry and exit signals to maximize returns
1919 Financial Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for 1919 Financial's price direction in advance. Along with the technical and fundamental analysis of 1919 Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of 1919 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 | 0.1663 | |||
| Jensen Alpha | 0.2568 | |||
| Total Risk Alpha | 0.0594 | |||
| Sortino Ratio | 0.1543 | |||
| Treynor Ratio | (2.79) |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in 1919 Mutual Fund
1919 Financial financial ratios help investors to determine whether 1919 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 1919 with respect to the benefits of owning 1919 Financial security.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |