Unified Series Trust Fund Market Value
| DAEIX Fund | 23.37 0.14 0.60% |
| Symbol | Unified |
Unified Series '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 Unified Series' 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 Unified Series.
| 11/30/2025 |
| 02/28/2026 |
If you would invest 0.00 in Unified Series on November 30, 2025 and sell it all today you would earn a total of 0.00 from holding Unified Series Trust or generate 0.0% return on investment in Unified Series over 90 days. Unified Series is related to or competes with Dean Mid, Dean Small, Franklin Growth, Sa Real, Alger Midcap, New Economy, and Deutsche Global. The fund will primarily invest in equity securities of U.S More
Unified Series 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 Unified Series' 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 Unified Series Trust upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5374 | |||
| Information Ratio | 0.1973 | |||
| Maximum Drawdown | 3.04 | |||
| Value At Risk | (0.91) | |||
| Potential Upside | 1.33 |
Unified Series Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Unified Series' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Unified Series' standard deviation. In reality, there are many statistical measures that can use Unified Series historical prices to predict the future Unified Series' volatility.| Risk Adjusted Performance | 0.2571 | |||
| Jensen Alpha | 0.2138 | |||
| Total Risk Alpha | 0.139 | |||
| Sortino Ratio | 0.2337 | |||
| Treynor Ratio | (1.97) |
Unified Series February 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 | 0.2571 | |||
| Market Risk Adjusted Performance | (1.96) | |||
| Mean Deviation | 0.5022 | |||
| Downside Deviation | 0.5374 | |||
| Coefficient Of Variation | 295.36 | |||
| Standard Deviation | 0.6364 | |||
| Variance | 0.405 | |||
| Information Ratio | 0.1973 | |||
| Jensen Alpha | 0.2138 | |||
| Total Risk Alpha | 0.139 | |||
| Sortino Ratio | 0.2337 | |||
| Treynor Ratio | (1.97) | |||
| Maximum Drawdown | 3.04 | |||
| Value At Risk | (0.91) | |||
| Potential Upside | 1.33 | |||
| Downside Variance | 0.2888 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (0.64) | |||
| Skewness | 0.3132 | |||
| Kurtosis | 0.0645 |
Unified Series Trust Backtested Returns
Unified Series appears to be very steady, given 3 months investment horizon. Unified Series Trust owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.34, which indicates the fund had a 0.34 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Unified Series Trust, which you can use to evaluate the volatility of the fund. Please review Unified Series' Risk Adjusted Performance of 0.2571, standard deviation of 0.6364, and Downside Deviation of 0.5374 to confirm if our risk estimates are consistent with your expectations. The entity has a beta of -0.1, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Unified Series are expected to decrease at a much lower rate. During the bear market, Unified Series is likely to outperform the market.
Auto-correlation | 0.77 |
Good predictability
Unified Series Trust has good predictability. Overlapping area represents the amount of predictability between Unified Series time series from 30th of November 2025 to 14th of January 2026 and 14th of January 2026 to 28th 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 Unified Series Trust price movement. The serial correlation of 0.77 indicates that around 77.0% of current Unified Series price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.77 | |
| Spearman Rank Test | 0.77 | |
| Residual Average | 0.0 | |
| Price Variance | 0.38 |
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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 Unified Mutual Fund
Unified Series financial ratios help investors to determine whether Unified 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 Unified with respect to the benefits of owning Unified Series security.
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