Growth Fund R5 Fund Market Value
| AGWUX Fund | USD 58.91 0.25 0.43% |
| Symbol | Growth |
Growth Fund '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 Growth Fund'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 Growth Fund.
| 10/27/2025 |
| 01/25/2026 |
If you would invest 0.00 in Growth Fund on October 27, 2025 and sell it all today you would earn a total of 0.00 from holding Growth Fund R5 or generate 0.0% return on investment in Growth Fund over 90 days. Growth Fund is related to or competes with Baron Real, Invesco Real, Davis Real, and Short Real. The fund invests in stocks of companies that the adviser believes will increase in value over time More
Growth Fund 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 Growth Fund'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 Growth Fund R5 upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.19 | |||
| Information Ratio | 0.0689 | |||
| Maximum Drawdown | 22.62 | |||
| Value At Risk | (1.87) | |||
| Potential Upside | 1.36 |
Growth Fund Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Growth Fund's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Growth Fund's standard deviation. In reality, there are many statistical measures that can use Growth Fund historical prices to predict the future Growth Fund's volatility.| Risk Adjusted Performance | 0.0787 | |||
| Jensen Alpha | 0.2494 | |||
| Total Risk Alpha | 0.0013 | |||
| Sortino Ratio | 0.1586 | |||
| Treynor Ratio | 2.31 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Growth Fund's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Growth Fund January 25, 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 | 0.0787 | |||
| Market Risk Adjusted Performance | 2.32 | |||
| Mean Deviation | 1.04 | |||
| Semi Deviation | 0.8153 | |||
| Downside Deviation | 1.19 | |||
| Coefficient Of Variation | 1025.78 | |||
| Standard Deviation | 2.74 | |||
| Variance | 7.5 | |||
| Information Ratio | 0.0689 | |||
| Jensen Alpha | 0.2494 | |||
| Total Risk Alpha | 0.0013 | |||
| Sortino Ratio | 0.1586 | |||
| Treynor Ratio | 2.31 | |||
| Maximum Drawdown | 22.62 | |||
| Value At Risk | (1.87) | |||
| Potential Upside | 1.36 | |||
| Downside Variance | 1.41 | |||
| Semi Variance | 0.6648 | |||
| Expected Short fall | (1.17) | |||
| Skewness | 6.39 | |||
| Kurtosis | 46.91 |
Growth Fund R5 Backtested Returns
Growth Fund appears to be very steady, given 3 months investment horizon. Growth Fund R5 holds Efficiency (Sharpe) Ratio of 0.0975, which attests that the entity had a 0.0975 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Growth Fund R5, which you can use to evaluate the volatility of the entity. Please utilize Growth Fund's Downside Deviation of 1.19, risk adjusted performance of 0.0787, and Market Risk Adjusted Performance of 2.32 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of 0.11, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Growth Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Growth Fund is expected to be smaller as well.
Auto-correlation | -0.53 |
Good reverse predictability
Growth Fund R5 has good reverse predictability. Overlapping area represents the amount of predictability between Growth Fund time series from 27th of October 2025 to 11th of December 2025 and 11th of December 2025 to 25th of January 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 Growth Fund R5 price movement. The serial correlation of -0.53 indicates that about 53.0% of current Growth Fund price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.53 | |
| Spearman Rank Test | 0.02 | |
| Residual Average | 0.0 | |
| Price Variance | 9.03 |
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 Growth Mutual Fund
Growth Fund financial ratios help investors to determine whether Growth 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 Growth with respect to the benefits of owning Growth Fund security.
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |