Applied Finance's market value is the price at which a share of Applied Finance trades on a public exchange. It measures the collective expectations of Applied Finance Select investors about its performance. Applied Finance is trading at 24.28 as of the 13th of February 2026; that is 0.21 percent down since the beginning of the trading day. The fund's open price was 24.33. With this module, you can estimate the performance of a buy and hold strategy of Applied Finance Select and determine expected loss or profit from investing in Applied Finance over a given investment horizon. Check out Applied Finance Correlation, Applied Finance Volatility and Applied Finance Performance module to complement your research on Applied Finance.
Understanding that Applied Finance's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Applied Finance represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Meanwhile, Applied Finance's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.
Applied Finance '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 Applied Finance'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 Applied Finance.
0.00
11/15/2025
No Change 0.00
0.0
In 3 months and 1 day
02/13/2026
0.00
If you would invest 0.00 in Applied Finance on November 15, 2025 and sell it all today you would earn a total of 0.00 from holding Applied Finance Select or generate 0.0% return on investment in Applied Finance over 90 days. Applied Finance is related to or competes with Simt Tax-managed, Wells Fargo, Simt Tax-managed, Simt Tax-managed, Blackrock, Amg Gwk, and Bny Mellon. The fund invests primarily in equity securities of U.S More
Applied Finance 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 Applied Finance'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 Applied Finance Select 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 Applied Finance's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Applied Finance's standard deviation. In reality, there are many statistical measures that can use Applied Finance historical prices to predict the future Applied Finance's volatility.
At this stage we consider Applied Mutual Fund to be very steady. Applied Finance Select secures Sharpe Ratio (or Efficiency) of 0.17, which signifies that the fund had a 0.17 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Applied Finance Select, which you can use to evaluate the volatility of the entity. Please confirm Applied Finance's Downside Deviation of 0.7988, mean deviation of 0.6099, and Risk Adjusted Performance of 0.0994 to double-check if the risk estimate we provide is consistent with the expected return of 0.13%. The fund shows a Beta (market volatility) of 0.0124, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Applied Finance's returns are expected to increase less than the market. However, during the bear market, the loss of holding Applied Finance is expected to be smaller as well.
Auto-correlation
0.57
Modest predictability
Applied Finance Select has modest predictability. Overlapping area represents the amount of predictability between Applied Finance time series from 15th of November 2025 to 30th of December 2025 and 30th of December 2025 to 13th 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 Applied Finance Select price movement. The serial correlation of 0.57 indicates that roughly 57.0% of current Applied Finance price fluctuation can be explain by its past prices.
Correlation Coefficient
0.57
Spearman Rank Test
0.43
Residual Average
0.0
Price Variance
0.06
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Other Information on Investing in Applied Mutual Fund
Applied Finance financial ratios help investors to determine whether Applied 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 Applied with respect to the benefits of owning Applied Finance security.