Equable Shares Large Fund Market Value
| EQLIX Fund | USD 29.33 0.03 0.10% |
| Symbol | Equable |
Equable Shares '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 Equable Shares' 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 Equable Shares.
| 12/03/2025 |
| 01/02/2026 |
If you would invest 0.00 in Equable Shares on December 3, 2025 and sell it all today you would earn a total of 0.00 from holding Equable Shares Large or generate 0.0% return on investment in Equable Shares over 30 days. Equable Shares is related to or competes with Bbh Intermediate, Barings High, Gmo High, Versatile Bond, T Rowe, Ambrus Core, and Morningstar Defensive. The investment seeks income and capital preservation More
Equable Shares 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 Equable Shares' 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 Equable Shares Large upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.389 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 1.87 | |||
| Value At Risk | (0.45) | |||
| Potential Upside | 0.5656 |
Equable Shares Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Equable Shares' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Equable Shares' standard deviation. In reality, there are many statistical measures that can use Equable Shares historical prices to predict the future Equable Shares' volatility.| Risk Adjusted Performance | 0.0938 | |||
| Jensen Alpha | 0.0243 | |||
| Total Risk Alpha | 0.0175 | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.1167 |
Equable Shares Large Backtested Returns
At this stage we consider Equable Mutual Fund to be very steady. Equable Shares Large secures Sharpe Ratio (or Efficiency) of 0.13, which denotes the fund had a 0.13 % return per unit of risk over the last 3 months. We have found twenty-nine technical indicators for Equable Shares Large, which you can use to evaluate the volatility of the entity. Please confirm Equable Shares' Downside Deviation of 0.389, coefficient of variation of 678.92, and Mean Deviation of 0.2275 to check if the risk estimate we provide is consistent with the expected return of 0.0487%. The fund shows a Beta (market volatility) of 0.36, which means possible diversification benefits within a given portfolio. As returns on the market increase, Equable Shares' returns are expected to increase less than the market. However, during the bear market, the loss of holding Equable Shares is expected to be smaller as well.
Auto-correlation | 0.54 |
Modest predictability
Equable Shares Large has modest predictability. Overlapping area represents the amount of predictability between Equable Shares time series from 3rd of December 2025 to 18th of December 2025 and 18th of December 2025 to 2nd 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 Equable Shares Large price movement. The serial correlation of 0.54 indicates that about 54.0% of current Equable Shares price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.54 | |
| Spearman Rank Test | 0.43 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Equable Shares Large lagged returns against current returns
Autocorrelation, which is Equable Shares 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 Equable Shares' mutual fund expected returns. We can calculate the autocorrelation of Equable Shares returns to help us make a trade decision. For example, suppose you find that Equable Shares 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 |
Equable Shares 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 Equable Shares mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Equable Shares mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Equable Shares mutual fund over time.
Current vs Lagged Prices |
| Timeline |
Equable Shares Lagged Returns
When evaluating Equable Shares' market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Equable Shares mutual fund have on its future price. Equable Shares 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, Equable Shares autocorrelation shows the relationship between Equable Shares mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Equable Shares Large.
Regressed Prices |
| Timeline |
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Other Information on Investing in Equable Mutual Fund
Equable Shares financial ratios help investors to determine whether Equable 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 Equable with respect to the benefits of owning Equable Shares security.
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