Heritage Fund I Fund Market Value
| ATHIX Fund | USD 24.44 0.08 0.33% |
| Symbol | Heritage |
Heritage 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 Heritage 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 Heritage Fund.
| 12/05/2025 |
| 03/05/2026 |
If you would invest 0.00 in Heritage Fund on December 5, 2025 and sell it all today you would earn a total of 0.00 from holding Heritage Fund I or generate 0.0% return on investment in Heritage Fund over 90 days. Heritage Fund is related to or competes with Mid Cap, Equity Growth, Income Growth, Diversified Bond, Emerging Markets, Short Term, and Value Fund. The fund normally invests in stocks of medium-sized companies that the adviser believes will increase in value over time... More
Heritage 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 Heritage 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 Heritage Fund I upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 6.33 | |||
| Value At Risk | (2.03) | |||
| Potential Upside | 1.36 |
Heritage Fund Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Heritage Fund's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Heritage Fund's standard deviation. In reality, there are many statistical measures that can use Heritage Fund historical prices to predict the future Heritage Fund's volatility.| Risk Adjusted Performance | (0.01) | |||
| Jensen Alpha | (0.08) | |||
| Total Risk Alpha | (0.09) | |||
| Treynor Ratio | (0.03) |
Heritage Fund March 5, 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 | (0.01) | |||
| Market Risk Adjusted Performance | (0.02) | |||
| Mean Deviation | 0.8654 | |||
| Coefficient Of Variation | (4,245) | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.25 | |||
| Information Ratio | (0.06) | |||
| Jensen Alpha | (0.08) | |||
| Total Risk Alpha | (0.09) | |||
| Treynor Ratio | (0.03) | |||
| Maximum Drawdown | 6.33 | |||
| Value At Risk | (2.03) | |||
| Potential Upside | 1.36 | |||
| Skewness | 0.2269 | |||
| Kurtosis | 1.25 |
Heritage Fund I Backtested Returns
Heritage Fund I holds Efficiency (Sharpe) Ratio of -0.0417, which attests that the entity had a -0.0417 % return per unit of risk over the last 3 months. Heritage Fund I exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check out Heritage Fund's Risk Adjusted Performance of (0.01), market risk adjusted performance of (0.02), and Standard Deviation of 1.12 to validate the risk estimate we provide. The fund retains a Market Volatility (i.e., Beta) of 1.22, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Heritage Fund will likely underperform.
Auto-correlation | -0.02 |
Very weak reverse predictability
Heritage Fund I has very weak reverse predictability. Overlapping area represents the amount of predictability between Heritage Fund time series from 5th of December 2025 to 19th of January 2026 and 19th of January 2026 to 5th 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 Heritage Fund I price movement. The serial correlation of -0.02 indicates that only 2.0% of current Heritage Fund price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.02 | |
| Spearman Rank Test | -0.34 | |
| Residual Average | 0.0 | |
| Price Variance | 0.16 |
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 Heritage Mutual Fund
Heritage Fund financial ratios help investors to determine whether Heritage 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 Heritage with respect to the benefits of owning Heritage Fund security.
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |