Small Pany Fund Market Value
| ASQIX Fund | USD 18.63 0.27 1.43% |
| Symbol | Small |
Small Company '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 Small Company'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 Small Company.
| 12/04/2025 |
| 03/04/2026 |
If you would invest 0.00 in Small Company on December 4, 2025 and sell it all today you would earn a total of 0.00 from holding Small Pany Fund or generate 0.0% return on investment in Small Company over 90 days. Small Company is related to or competes with Mid Cap, Equity Growth, Income Growth, Diversified Bond, Emerging Markets, Short Term, and Value Fund. Under normal market conditions, the fund will invest at least 80 percent of its net assets in stocks of smaller-capitali... More
Small Company 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 Small Company'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 Small Pany Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9801 | |||
| Information Ratio | 0.0568 | |||
| Maximum Drawdown | 5.23 | |||
| Value At Risk | (1.67) | |||
| Potential Upside | 1.57 |
Small Company Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Small Company's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Small Company's standard deviation. In reality, there are many statistical measures that can use Small Company historical prices to predict the future Small Company's volatility.| Risk Adjusted Performance | 0.0808 | |||
| Jensen Alpha | 0.0517 | |||
| Total Risk Alpha | 0.0447 | |||
| Sortino Ratio | 0.0575 | |||
| Treynor Ratio | 0.0828 |
Small Company March 4, 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 | 0.0808 | |||
| Market Risk Adjusted Performance | 0.0928 | |||
| Mean Deviation | 0.7636 | |||
| Semi Deviation | 0.8546 | |||
| Downside Deviation | 0.9801 | |||
| Coefficient Of Variation | 961.2 | |||
| Standard Deviation | 0.9915 | |||
| Variance | 0.983 | |||
| Information Ratio | 0.0568 | |||
| Jensen Alpha | 0.0517 | |||
| Total Risk Alpha | 0.0447 | |||
| Sortino Ratio | 0.0575 | |||
| Treynor Ratio | 0.0828 | |||
| Maximum Drawdown | 5.23 | |||
| Value At Risk | (1.67) | |||
| Potential Upside | 1.57 | |||
| Downside Variance | 0.9605 | |||
| Semi Variance | 0.7303 | |||
| Expected Short fall | (0.80) | |||
| Skewness | 0.2614 | |||
| Kurtosis | 0.7574 |
Small Pany Fund Backtested Returns
At this stage we consider Small Mutual Fund to be very steady. Small Pany Fund owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.089, which indicates the fund had a 0.089 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Small Pany Fund, which you can use to evaluate the volatility of the fund. Please validate Small Company's Risk Adjusted Performance of 0.0808, coefficient of variation of 961.2, and Semi Deviation of 0.8546 to confirm if the risk estimate we provide is consistent with the expected return of 0.0904%. The entity has a beta of 1.13, which indicates a somewhat significant risk relative to the market. Small Company returns are very sensitive to returns on the market. As the market goes up or down, Small Company is expected to follow.
Auto-correlation | 0.08 |
Virtually no predictability
Small Pany Fund has virtually no predictability. Overlapping area represents the amount of predictability between Small Company time series from 4th of December 2025 to 18th of January 2026 and 18th of January 2026 to 4th of March 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 Small Pany Fund price movement. The serial correlation of 0.08 indicates that barely 8.0% of current Small Company price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.08 | |
| Spearman Rank Test | -0.01 | |
| Residual Average | 0.0 | |
| Price Variance | 0.03 |
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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 Small Mutual Fund
Small Company financial ratios help investors to determine whether Small 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 Small with respect to the benefits of owning Small Company security.
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