Mid Cap's market value is the price at which a share of Mid Cap trades on a public exchange. It measures the collective expectations of Mid Cap Value investors about its performance. Mid Cap is trading at 15.80 as of the 10th of February 2026; that is 0.19 percent down since the beginning of the trading day. The fund's open price was 15.83. With this module, you can estimate the performance of a buy and hold strategy of Mid Cap Value and determine expected loss or profit from investing in Mid Cap over a given investment horizon. Check out Mid Cap Correlation, Mid Cap Volatility and Mid Cap Performance module to complement your research on Mid Cap.
Understanding that Mid Cap's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Mid Cap represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. In contrast, Mid Cap's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.
Mid Cap '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 Mid Cap'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 Mid Cap.
0.00
11/12/2025
No Change 0.00
0.0
In 2 months and 31 days
02/10/2026
0.00
If you would invest 0.00 in Mid Cap on November 12, 2025 and sell it all today you would earn a total of 0.00 from holding Mid Cap Value or generate 0.0% return on investment in Mid Cap over 90 days. Mid Cap is related to or competes with Hartford Schroders, T Rowe, T Rowe, T Rowe, Mfs Moderate, Franklin Mutual, and Select Fund. Under normal market conditions, the portfolio managers will invest at least 80 percent of the funds net assets in medium... More
Mid Cap 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 Mid Cap'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 Mid Cap Value 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 Mid Cap's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Mid Cap's standard deviation. In reality, there are many statistical measures that can use Mid Cap historical prices to predict the future Mid Cap's volatility.
Mid Cap appears to be not too volatile, given 3 months investment horizon. Mid Cap Value has Sharpe Ratio of 0.2, which conveys that the entity had a 0.2 % return per unit of risk over the last 3 months. We have found twenty-five technical indicators for Mid Cap, which you can use to evaluate the volatility of the fund. Please exercise Mid Cap's Risk Adjusted Performance of 0.1731, mean deviation of 0.7942, and Coefficient Of Variation of 478.62 to check out if our risk estimates are consistent with your expectations. The fund secures a Beta (Market Risk) of 0.46, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mid Cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mid Cap is expected to be smaller as well.
Auto-correlation
0.82
Very good predictability
Mid Cap Value has very good predictability. Overlapping area represents the amount of predictability between Mid Cap time series from 12th of November 2025 to 27th of December 2025 and 27th of December 2025 to 10th 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 Mid Cap Value price movement. The serial correlation of 0.82 indicates that around 82.0% of current Mid Cap price fluctuation can be explain by its past prices.
Correlation Coefficient
0.82
Spearman Rank Test
0.84
Residual Average
0.0
Price Variance
0.08
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Mid Cap financial ratios help investors to determine whether Mid 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 Mid with respect to the benefits of owning Mid Cap security.