Large Cap Equity Fund Net Income
| IICAX Fund | USD 11.82 0.06 0.51% |
As of the 16th of February 2026, Large Cap secures the Risk Adjusted Performance of 0.0957, mean deviation of 0.5577, and Downside Deviation of 0.774. Large Cap Equity technical analysis lets you operate historical price patterns with an objective to determine a pattern that forecasts the direction of the fund's future prices.
Large Cap's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Large Cap's valuation are provided below:Large Cap Equity does not presently have any fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Large |
Large Cap 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Large Cap's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Large Cap.
| 11/18/2025 |
| 02/16/2026 |
If you would invest 0.00 in Large Cap on November 18, 2025 and sell it all today you would earn a total of 0.00 from holding Large Cap Equity or generate 0.0% return on investment in Large Cap over 90 days. Large Cap is related to or competes with Paradigm Value, Wesmark Tactical, Live Oak, T Rowe, Matrix Advisors, Nuveen Large, and Nasdaq 100. The fund invests in equity securities of U.S.-based companies whose growth, cash flow, earnings and dividend prospects a... More
Large Cap Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Large Cap's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Large Cap Equity upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.774 | |||
| Information Ratio | 0.0219 | |||
| Maximum Drawdown | 3.26 | |||
| Value At Risk | (1.24) | |||
| Potential Upside | 1.14 |
Large Cap Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Large Cap's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Large Cap's standard deviation. In reality, there are many statistical measures that can use Large Cap historical prices to predict the future Large Cap's volatility.| Risk Adjusted Performance | 0.0957 | |||
| Jensen Alpha | 0.0297 | |||
| Total Risk Alpha | 0.0227 | |||
| Sortino Ratio | 0.0201 | |||
| Treynor Ratio | 0.0987 |
Large Cap February 16, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0957 | |||
| Market Risk Adjusted Performance | 0.1087 | |||
| Mean Deviation | 0.5577 | |||
| Semi Deviation | 0.6566 | |||
| Downside Deviation | 0.774 | |||
| Coefficient Of Variation | 831.71 | |||
| Standard Deviation | 0.7113 | |||
| Variance | 0.5059 | |||
| Information Ratio | 0.0219 | |||
| Jensen Alpha | 0.0297 | |||
| Total Risk Alpha | 0.0227 | |||
| Sortino Ratio | 0.0201 | |||
| Treynor Ratio | 0.0987 | |||
| Maximum Drawdown | 3.26 | |||
| Value At Risk | (1.24) | |||
| Potential Upside | 1.14 | |||
| Downside Variance | 0.5991 | |||
| Semi Variance | 0.4311 | |||
| Expected Short fall | (0.60) | |||
| Skewness | (0.41) | |||
| Kurtosis | 0.2939 |
Large Cap Equity Backtested Returns
At this stage we consider Large Mutual Fund to be very steady. Large Cap Equity has Sharpe Ratio of 0.18, which conveys that the entity had a 0.18 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Large Cap, which you can use to evaluate the volatility of the fund. Please verify Large Cap's Risk Adjusted Performance of 0.0957, mean deviation of 0.5577, and Downside Deviation of 0.774 to check out if the risk estimate we provide is consistent with the expected return of 0.13%. The fund secures a Beta (Market Risk) of 0.77, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Large Cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Large Cap is expected to be smaller as well.
Auto-correlation | 0.63 |
Good predictability
Large Cap Equity has good predictability. Overlapping area represents the amount of predictability between Large Cap time series from 18th of November 2025 to 2nd of January 2026 and 2nd of January 2026 to 16th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Large Cap Equity price movement. The serial correlation of 0.63 indicates that roughly 63.0% of current Large Cap price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.63 | |
| Spearman Rank Test | 0.6 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Large Cap Equity reported net income of 0.0. This indicator is about the same for the AMF average (which is currently at 0.0) family and about the same as Large Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Large Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Large Cap's current stock value. Our valuation model uses many indicators to compare Large Cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Large Cap competition to find correlations between indicators driving Large Cap's intrinsic value. More Info.Large Cap Equity is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.17 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Large Cap Equity is roughly 5.94 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Large Cap's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Large Cap
The fund consists of 96.9% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Large Cap's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Large Fundamentals
| Price To Earning | 17.28 X | ||||
| Price To Book | 2.91 X | ||||
| Price To Sales | 1.58 X | ||||
| Total Asset | 43.2 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 4.57 % | ||||
| One Year Return | 13.42 % | ||||
| Three Year Return | 17.59 % | ||||
| Five Year Return | 13.77 % | ||||
| Ten Year Return | 10.60 % | ||||
| Net Asset | 52.65 M | ||||
| Minimum Initial Investment | 2.5 K | ||||
| Cash Position Weight | 3.10 % | ||||
| Equity Positions Weight | 96.90 % |
About Large Cap Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Large Cap Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Large Cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Large Cap Equity based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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.Other Information on Investing in Large Mutual Fund
Large Cap financial ratios help investors to determine whether Large 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 Large with respect to the benefits of owning Large Cap security.
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