| TWHIX Fund | | | USD 25.55 0.33 1.31% |
Heritage Fund market-risk-adjusted-performance technical analysis lookup allows you to check this and other technical indicators for Heritage Fund Investor or any other equities. You can select from a set of available technical indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations and data normalization technicques. Please check also
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Heritage Fund Investor has current Market Risk Adjusted Performance of 0.0156.
MRAP | = | ER[a] + (1/BETA - 1) | X | ER[a] - RFR) |
| = | 0.0156 | |
| ER[a] | = | Expected return on investing in Heritage Fund |
| RFR | = | Risk Free Rate of return. Typically T-Bill Rate |
| BETA | = | Beta of the asset with market or selected benchmark. |
Heritage Fund Market Risk Adjusted Performance Peers Comparison
Heritage Market Risk Adjusted Performance Relative To Other Indicators
Heritage Fund Investor is rated
fifth largest fund in market risk adjusted performance among similar funds. It is currently under evaluation in maximum drawdown among similar funds reporting about
1,100 of Maximum Drawdown per Market Risk Adjusted Performance. The ratio of Maximum Drawdown to Market Risk Adjusted Performance for Heritage Fund Investor is roughly
1,100
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