Sustainable Equity's market value is the price at which a share of Sustainable Equity trades on a public exchange. It measures the collective expectations of Sustainable Equity Fund investors about its performance. Sustainable Equity is trading at 47.59 as of the 18th of February 2026; that is 0.08 percent up since the beginning of the trading day. The fund's open price was 47.55. With this module, you can estimate the performance of a buy and hold strategy of Sustainable Equity Fund and determine expected loss or profit from investing in Sustainable Equity over a given investment horizon. Check out Sustainable Equity Correlation, Sustainable Equity Volatility and Sustainable Equity Performance module to complement your research on Sustainable Equity.
Understanding that Sustainable Equity's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Sustainable Equity represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. However, Sustainable Equity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Sustainable Equity '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 Sustainable Equity'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 Sustainable Equity.
0.00
11/20/2025
No Change 0.00
0.0
In 3 months and 1 day
02/18/2026
0.00
If you would invest 0.00 in Sustainable Equity on November 20, 2025 and sell it all today you would earn a total of 0.00 from holding Sustainable Equity Fund or generate 0.0% return on investment in Sustainable Equity over 90 days. Sustainable Equity is related to or competes with Mid Cap, Equity Growth, Income Growth, Diversified Bond, Emerging Markets, Short Term, and Value Fund. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvem... More
Sustainable Equity 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 Sustainable Equity'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 Sustainable Equity Fund upside and downside potential and time the market with a certain degree of confidence.
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sustainable Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Sustainable Equity's standard deviation. In reality, there are many statistical measures that can use Sustainable Equity historical prices to predict the future Sustainable Equity's volatility.
Sustainable Equity appears to be very steady, given 3 months investment horizon. Sustainable Equity owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.15, which indicates the fund had a 0.15 % return per unit of risk over the last 3 months. By inspecting Sustainable Equity's technical indicators, you can evaluate if the expected return of 0.56% is justified by implied risk. Please review Sustainable Equity's Risk Adjusted Performance of 0.1021, coefficient of variation of 843.12, and Semi Deviation of 0.2684 to confirm if our risk estimates are consistent with your expectations. The entity has a beta of 0.31, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sustainable Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sustainable Equity is expected to be smaller as well.
Auto-correlation
-0.35
Poor reverse predictability
Sustainable Equity Fund has poor reverse predictability. Overlapping area represents the amount of predictability between Sustainable Equity time series from 20th of November 2025 to 4th of January 2026 and 4th of January 2026 to 18th 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 Sustainable Equity price movement. The serial correlation of -0.35 indicates that nearly 35.0% of current Sustainable Equity price fluctuation can be explain by its past prices.
Correlation Coefficient
-0.35
Spearman Rank Test
-0.3
Residual Average
0.0
Price Variance
0.15
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 Sustainable Mutual Fund
Sustainable Equity financial ratios help investors to determine whether Sustainable 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 Sustainable with respect to the benefits of owning Sustainable Equity security.