Concorde Wealth Management Fund Market Value
| CONWX Fund | USD 20.02 0.06 0.30% |
| Symbol | Concorde |
Concorde Wealth '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 Concorde Wealth'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 Concorde Wealth.
| 10/27/2025 |
| 01/25/2026 |
If you would invest 0.00 in Concorde Wealth on October 27, 2025 and sell it all today you would earn a total of 0.00 from holding Concorde Wealth Management or generate 0.0% return on investment in Concorde Wealth over 90 days. Concorde Wealth is related to or competes with Science Technology, Towpath Technology, Janus Global, Putnam Global, Pgim Jennison, and Biotechnology Ultrasector. The fund invests primarily in a portfolio of equity securities that the adviser believes are undervalued, debt securitie... More
Concorde Wealth 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 Concorde Wealth'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 Concorde Wealth Management upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.436 | |||
| Information Ratio | 0.0902 | |||
| Maximum Drawdown | 1.87 | |||
| Value At Risk | (0.57) | |||
| Potential Upside | 0.6864 |
Concorde Wealth Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Concorde Wealth's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Concorde Wealth's standard deviation. In reality, there are many statistical measures that can use Concorde Wealth historical prices to predict the future Concorde Wealth's volatility.| Risk Adjusted Performance | 0.1895 | |||
| Jensen Alpha | 0.0847 | |||
| Total Risk Alpha | 0.0669 | |||
| Sortino Ratio | 0.0912 | |||
| Treynor Ratio | 0.3162 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Concorde Wealth'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.
Concorde Wealth 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 | 0.1895 | |||
| Market Risk Adjusted Performance | 0.3262 | |||
| Mean Deviation | 0.3353 | |||
| Semi Deviation | 0.0507 | |||
| Downside Deviation | 0.436 | |||
| Coefficient Of Variation | 373.44 | |||
| Standard Deviation | 0.4411 | |||
| Variance | 0.1945 | |||
| Information Ratio | 0.0902 | |||
| Jensen Alpha | 0.0847 | |||
| Total Risk Alpha | 0.0669 | |||
| Sortino Ratio | 0.0912 | |||
| Treynor Ratio | 0.3162 | |||
| Maximum Drawdown | 1.87 | |||
| Value At Risk | (0.57) | |||
| Potential Upside | 0.6864 | |||
| Downside Variance | 0.1901 | |||
| Semi Variance | 0.0026 | |||
| Expected Short fall | (0.38) | |||
| Skewness | 0.0681 | |||
| Kurtosis | 0.8496 |
Concorde Wealth Mana Backtested Returns
At this stage we consider Concorde Mutual Fund to be very steady. Concorde Wealth Mana secures Sharpe Ratio (or Efficiency) of 0.27, which signifies that the fund had a 0.27 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Concorde Wealth Management, which you can use to evaluate the volatility of the entity. Please confirm Concorde Wealth's Downside Deviation of 0.436, mean deviation of 0.3353, and Risk Adjusted Performance of 0.1895 to double-check if the risk estimate we provide is consistent with the expected return of 0.12%. The fund shows a Beta (market volatility) of 0.34, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Concorde Wealth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Concorde Wealth is expected to be smaller as well.
Auto-correlation | 0.73 |
Good predictability
Concorde Wealth Management has good predictability. Overlapping area represents the amount of predictability between Concorde Wealth 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 Concorde Wealth Mana price movement. The serial correlation of 0.73 indicates that around 73.0% of current Concorde Wealth price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.73 | |
| Spearman Rank Test | 0.72 | |
| Residual Average | 0.0 | |
| Price Variance | 0.08 |
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 Concorde Mutual Fund
Concorde Wealth financial ratios help investors to determine whether Concorde 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 Concorde with respect to the benefits of owning Concorde Wealth security.
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