Acclivity Small Cap Fund Market Value
| AXVIX Fund | USD 19.55 0.02 0.10% |
| Symbol | Acclivity |
Acclivity Small '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 Acclivity Small'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 Acclivity Small.
| 10/30/2025 |
| 01/28/2026 |
If you would invest 0.00 in Acclivity Small on October 30, 2025 and sell it all today you would earn a total of 0.00 from holding Acclivity Small Cap or generate 0.0% return on investment in Acclivity Small over 90 days. Acclivity Small is related to or competes with Ivy Natural, Gabelli Esg, Fidelity Natural, Goehring Rozencwajg, Transamerica Mlp, Salient Mlp, and Franklin Natural. Under normal market conditions, the fund will invest at least 80 percent of its total assets in equity securities of sma... More
Acclivity Small 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 Acclivity Small'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 Acclivity Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8757 | |||
| Information Ratio | 0.1175 | |||
| Maximum Drawdown | 4.59 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 2.47 |
Acclivity Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Acclivity Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Acclivity Small's standard deviation. In reality, there are many statistical measures that can use Acclivity Small historical prices to predict the future Acclivity Small's volatility.| Risk Adjusted Performance | 0.1442 | |||
| Jensen Alpha | 0.1746 | |||
| Total Risk Alpha | 0.0943 | |||
| Sortino Ratio | 0.1434 | |||
| Treynor Ratio | 0.6679 |
Acclivity Small January 28, 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 | 0.1442 | |||
| Market Risk Adjusted Performance | 0.6779 | |||
| Mean Deviation | 0.7964 | |||
| Semi Deviation | 0.6099 | |||
| Downside Deviation | 0.8757 | |||
| Coefficient Of Variation | 521.69 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.14 | |||
| Information Ratio | 0.1175 | |||
| Jensen Alpha | 0.1746 | |||
| Total Risk Alpha | 0.0943 | |||
| Sortino Ratio | 0.1434 | |||
| Treynor Ratio | 0.6679 | |||
| Maximum Drawdown | 4.59 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 2.47 | |||
| Downside Variance | 0.7668 | |||
| Semi Variance | 0.372 | |||
| Expected Short fall | (0.99) | |||
| Skewness | 0.5781 | |||
| Kurtosis | 0.8097 |
Acclivity Small Cap Backtested Returns
Acclivity Small appears to be very steady, given 3 months investment horizon. Acclivity Small Cap secures Sharpe Ratio (or Efficiency) of 0.2, which signifies that the fund had a 0.2 % return per unit of standard deviation over the last 3 months. We have found twenty-seven technical indicators for Acclivity Small Cap, which you can use to evaluate the volatility of the entity. Please makes use of Acclivity Small's risk adjusted performance of 0.1442, and Mean Deviation of 0.7964 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.29, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Acclivity Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Acclivity Small is expected to be smaller as well.
Auto-correlation | 0.73 |
Good predictability
Acclivity Small Cap has good predictability. Overlapping area represents the amount of predictability between Acclivity Small time series from 30th of October 2025 to 14th of December 2025 and 14th of December 2025 to 28th 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 Acclivity Small Cap price movement. The serial correlation of 0.73 indicates that around 73.0% of current Acclivity Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.73 | |
| Spearman Rank Test | 0.76 | |
| Residual Average | 0.0 | |
| Price Variance | 0.13 |
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.| HITI | High Tide | |
| HITI | High Tide | |
| BAC | Bank of America |
Other Information on Investing in Acclivity Mutual Fund
Acclivity Small financial ratios help investors to determine whether Acclivity 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 Acclivity with respect to the benefits of owning Acclivity Small security.
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