Equalize Community Development Fund Market Value
| EQCDX Fund | USD 9.46 0.03 0.32% |
| Symbol | Equalize |
Please note, there is a significant difference between Equalize Community's value and its price as these two are different measures arrived at by different means. Investors typically determine if Equalize Community is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Equalize Community's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Equalize Community '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 Equalize Community'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 Equalize Community.
| 02/09/2025 |
| 03/11/2025 |
If you would invest 0.00 in Equalize Community on February 9, 2025 and sell it all today you would earn a total of 0.00 from holding Equalize Community Development or generate 0.0% return on investment in Equalize Community over 30 days. Equalize Community is related to or competes with Calvert Short, Pioneer Multi-asset, Seix Us, Fidelity Flex, Alpine Ultra, and Barings Active. Equalize Community is entity of United States More
Equalize Community 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 Equalize Community'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 Equalize Community Development upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.3728 | |||
| Information Ratio | 0.4174 | |||
| Maximum Drawdown | 1.06 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.2146 |
Equalize Community Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Equalize Community's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Equalize Community's standard deviation. In reality, there are many statistical measures that can use Equalize Community historical prices to predict the future Equalize Community's volatility.| Risk Adjusted Performance | 0.0063 | |||
| Jensen Alpha | (0.0003) | |||
| Total Risk Alpha | 0.0162 | |||
| Sortino Ratio | 0.2001 | |||
| Treynor Ratio | (0.12) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Equalize Community'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.
Equalize Community Backtested Returns
At this stage we consider Equalize Mutual Fund to be very steady. Equalize Community secures Sharpe Ratio (or Efficiency) of 0.11, which denotes the fund had a 0.11 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Equalize Community Development, which you can use to evaluate the volatility of the entity. Please confirm Equalize Community's Downside Deviation of 0.3728, coefficient of variation of 1947.87, and Mean Deviation of 0.0948 to check if the risk estimate we provide is consistent with the expected return of 0.0201%. The fund shows a Beta (market volatility) of 0.0067, which means not very significant fluctuations relative to the market. As returns on the market increase, Equalize Community's returns are expected to increase less than the market. However, during the bear market, the loss of holding Equalize Community is expected to be smaller as well.
Auto-correlation | 0.61 |
Good predictability
Equalize Community Development has good predictability. Overlapping area represents the amount of predictability between Equalize Community time series from 9th of February 2025 to 24th of February 2025 and 24th of February 2025 to 11th of March 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Equalize Community price movement. The serial correlation of 0.61 indicates that roughly 61.0% of current Equalize Community price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.61 | |
| Spearman Rank Test | 0.64 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Equalize Community lagged returns against current returns
Autocorrelation, which is Equalize Community mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Equalize Community's mutual fund expected returns. We can calculate the autocorrelation of Equalize Community returns to help us make a trade decision. For example, suppose you find that Equalize Community has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
Current and Lagged Values |
| Timeline |
Equalize Community regressed lagged prices vs. current prices
Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Equalize Community mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Equalize Community mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Equalize Community mutual fund over time.
Current vs Lagged Prices |
| Timeline |
Equalize Community Lagged Returns
When evaluating Equalize Community's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Equalize Community mutual fund have on its future price. Equalize Community autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Equalize Community autocorrelation shows the relationship between Equalize Community mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Equalize Community Development.
Regressed Prices |
| Timeline |
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 Equalize Mutual Fund
Equalize Community financial ratios help investors to determine whether Equalize 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 Equalize with respect to the benefits of owning Equalize Community security.
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