Disciplined Growth Fund Market Value
| ADSIX Fund | USD 22.01 0.51 2.37% |
| Symbol | Disciplined |
Disciplined Growth '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 Disciplined Growth'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 Disciplined Growth.
| 11/09/2025 |
| 02/07/2026 |
If you would invest 0.00 in Disciplined Growth on November 9, 2025 and sell it all today you would earn a total of 0.00 from holding Disciplined Growth Fund or generate 0.0% return on investment in Disciplined Growth over 90 days. Disciplined Growth is related to or competes with Ultra Fund, Parnassus Equity, Harbor Capital, Harbor Capital, Harbor Capital, T Rowe, and Fidelity Magellan. In selecting stocks for the fund, the portfolio managers initially identify an eligible universe of growth stocks then u... More
Disciplined Growth 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 Disciplined Growth'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 Disciplined Growth Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.24 | |||
| Information Ratio | 0.0193 | |||
| Maximum Drawdown | 18.64 | |||
| Value At Risk | (2.08) | |||
| Potential Upside | 2.07 |
Disciplined Growth Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Disciplined Growth's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Disciplined Growth's standard deviation. In reality, there are many statistical measures that can use Disciplined Growth historical prices to predict the future Disciplined Growth's volatility.| Risk Adjusted Performance | 0.0539 | |||
| Jensen Alpha | 0.0792 | |||
| Total Risk Alpha | (0.10) | |||
| Sortino Ratio | 0.0351 | |||
| Treynor Ratio | 0.223 |
Disciplined Growth February 7, 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 | 0.0539 | |||
| Market Risk Adjusted Performance | 0.233 | |||
| Mean Deviation | 1.02 | |||
| Semi Deviation | 1.07 | |||
| Downside Deviation | 1.24 | |||
| Coefficient Of Variation | 1696.48 | |||
| Standard Deviation | 2.26 | |||
| Variance | 5.11 | |||
| Information Ratio | 0.0193 | |||
| Jensen Alpha | 0.0792 | |||
| Total Risk Alpha | (0.10) | |||
| Sortino Ratio | 0.0351 | |||
| Treynor Ratio | 0.223 | |||
| Maximum Drawdown | 18.64 | |||
| Value At Risk | (2.08) | |||
| Potential Upside | 2.07 | |||
| Downside Variance | 1.54 | |||
| Semi Variance | 1.14 | |||
| Expected Short fall | (1.09) | |||
| Skewness | 5.62 | |||
| Kurtosis | 40.17 |
Disciplined Growth Backtested Returns
At this stage we consider Disciplined Mutual Fund to be very steady. Disciplined Growth secures Sharpe Ratio (or Efficiency) of 0.0706, which denotes the fund had a 0.0706 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Disciplined Growth Fund, which you can use to evaluate the volatility of the entity. Please confirm Disciplined Growth's Downside Deviation of 1.24, mean deviation of 1.02, and Coefficient Of Variation of 1696.48 to check if the risk estimate we provide is consistent with the expected return of 0.16%. The fund shows a Beta (market volatility) of 0.55, which means possible diversification benefits within a given portfolio. As returns on the market increase, Disciplined Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Disciplined Growth is expected to be smaller as well.
Auto-correlation | -0.72 |
Almost perfect reverse predictability
Disciplined Growth Fund has almost perfect reverse predictability. Overlapping area represents the amount of predictability between Disciplined Growth time series from 9th of November 2025 to 24th of December 2025 and 24th of December 2025 to 7th 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 Disciplined Growth price movement. The serial correlation of -0.72 indicates that around 72.0% of current Disciplined Growth price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.72 | |
| Spearman Rank Test | -0.55 | |
| Residual Average | 0.0 | |
| Price Variance | 0.2 |
Also Currently Popular
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 Disciplined Mutual Fund
Disciplined Growth financial ratios help investors to determine whether Disciplined 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 Disciplined with respect to the benefits of owning Disciplined Growth security.
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