Investec Global Franchise Fund Price on November 12, 2024
| ZGFAX Fund | USD 17.79 0.04 0.23% |
Below is the normalized historical share price chart for Investec Global Franchise extending back to September 28, 2018. 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 Investec Global stands at 17.79, as last reported on the 26th of November, with the highest price reaching 17.79 and the lowest price hitting 17.79 during the day.
If you're considering investing in INVESTEC Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider INVESTEC Mutual Fund to be very steady. Investec Global Franchise holds Efficiency (Sharpe) Ratio of 0.0516, which attests that the entity had a 0.0516% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Investec Global Franchise, which you can use to evaluate the volatility of the entity. Please check out Investec Global's Downside Deviation of 0.6581, market risk adjusted performance of 0.0469, and Risk Adjusted Performance of 0.0369 to validate if the risk estimate we provide is consistent with the expected return of 0.0311%.
INVESTEC Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
INVESTEC |
Sharpe Ratio = 0.0516
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ZGFAX |
Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Investec Global is performing at about 4% 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 Investec Global by adding it to a well-diversified portfolio.
Investec Global Valuation on November 12, 2024
It is possible to determine the worth of Investec Global on a given historical date. On November 12, 2024 INVESTEC was worth 17.63 at the beginning of the trading date compared to the closed value of 17.63. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Investec Global mutual fund. Still, in general, we apply an absolute valuation method to find Investec Global'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 Investec Global where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Investec Global's related companies.
| Open | High | Low | Close | Volume | |
| 17.68 | 17.68 | 17.68 | 17.68 | 1.00 | |
11/12/2024 | 17.63 | 17.63 | 17.63 | 17.63 | 1.00 |
| 17.61 | 17.61 | 17.61 | 17.61 | 1.00 |
| Backtest Investec Global | | | Investec Global History | | | Investec Global Valuation | Previous | Next |
Investec Global Trading Date Momentum on November 12, 2024
| On November 13 2024 Investec Global Franchise was traded for 17.61 at the closing time. The highest daily price throughout the period was 17.61 and the lowest price was 17.61 . There was no trading activity during the period 1.0. Lack of trading volume on 11/13/2024 added to the next day price reduction. The trading date delta to closing price of the next trading day was 0.11% . The trading delta at closing time to current closing price is 0.06% . |
Investec Global Franchise Fundamentals Correlations and Trends
By evaluating Investec Global'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 Investec Global's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. INVESTEC financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Investec Global Mutual Fund history
Investec Global 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 INVESTEC is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Investec Global Franchise 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 Investec Global stock prices may prove useful in developing a viable investing in Investec Global
Under normal circumstances, the Adviser seeks to achieve the funds investment objective by investing primarily in common stocks of large capitalization companies that the Adviser believes have rare and exceptional qualities that create enduring competitive advantages and strong global brands or franchises. The fund invests in at least three countries, including the U.S., and invests at least 40 percent of its total assets in securities of non-U.S. companies. It is non-diversified.
Investec Global Mutual Fund Technical Analysis
Investec Global 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
Investec Global Period Price Range
Low | November 26, 2024
| High |
0.00 | 0.00 |
Investec Global Franchise 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.
Investec Global November 26, 2024 Market Strength
Market strength indicators help investors to evaluate how Investec Global 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 Investec Global shares will generate the highest return on investment. By undertsting and applying Investec Global mutual fund market strength indicators, traders can identify Investec Global Franchise entry and exit signals to maximize returns
Investec Global Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Investec Global's price direction in advance. Along with the technical and fundamental analysis of INVESTEC Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of INVESTEC 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 | 0.0369 | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.07) | |||
| Sortino Ratio | (0.15) | |||
| Treynor Ratio | 0.0369 |
| 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 INVESTEC Mutual Fund
Investec Global financial ratios help investors to determine whether INVESTEC 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 INVESTEC with respect to the benefits of owning Investec Global security.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios |