Fam Equity Income Fund Market Value
| FAMEX Fund | USD 57.46 0.32 0.56% |
| Symbol | Fam |
Fam Equity-income '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 Fam Equity-income'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 Fam Equity-income.
| 11/30/2025 |
| 02/28/2026 |
If you would invest 0.00 in Fam Equity-income on November 30, 2025 and sell it all today you would earn a total of 0.00 from holding Fam Equity Income Fund or generate 0.0% return on investment in Fam Equity-income over 90 days. Fam Equity-income is related to or competes with Columbia Select, Royce Pennsylvania, Nationwide, Amg Timessquare, Emerging Markets, Classic Value, and World Growth. The funds adviser employs a value approach in making its common stock selections More
Fam Equity-income 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 Fam Equity-income'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 Fam Equity Income Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7182 | |||
| Information Ratio | 0.0124 | |||
| Maximum Drawdown | 3.42 | |||
| Value At Risk | (1.03) | |||
| Potential Upside | 1.35 |
Fam Equity-income Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fam Equity-income's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Fam Equity-income's standard deviation. In reality, there are many statistical measures that can use Fam Equity-income historical prices to predict the future Fam Equity-income's volatility.| Risk Adjusted Performance | 0.1023 | |||
| Jensen Alpha | 0.03 | |||
| Total Risk Alpha | 0.0119 | |||
| Sortino Ratio | 0.0128 | |||
| Treynor Ratio | 0.1205 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Fam Equity-income'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.
Fam Equity-income 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 | 0.1023 | |||
| Market Risk Adjusted Performance | 0.1305 | |||
| Mean Deviation | 0.5999 | |||
| Semi Deviation | 0.603 | |||
| Downside Deviation | 0.7182 | |||
| Coefficient Of Variation | 745.93 | |||
| Standard Deviation | 0.7391 | |||
| Variance | 0.5462 | |||
| Information Ratio | 0.0124 | |||
| Jensen Alpha | 0.03 | |||
| Total Risk Alpha | 0.0119 | |||
| Sortino Ratio | 0.0128 | |||
| Treynor Ratio | 0.1205 | |||
| Maximum Drawdown | 3.42 | |||
| Value At Risk | (1.03) | |||
| Potential Upside | 1.35 | |||
| Downside Variance | 0.5158 | |||
| Semi Variance | 0.3636 | |||
| Expected Short fall | (0.66) | |||
| Skewness | (0.12) | |||
| Kurtosis | (0.28) |
Fam Equity Income Backtested Returns
At this stage we consider Fam Mutual Fund to be very steady. Fam Equity Income 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-eight technical indicators for Fam Equity Income Fund, which you can use to evaluate the volatility of the entity. Please confirm Fam Equity-income's Downside Deviation of 0.7182, coefficient of variation of 745.93, and Mean Deviation of 0.5999 to check if the risk estimate we provide is consistent with the expected return of 0.0793%. The fund shows a Beta (market volatility) of 0.74, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fam Equity-income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fam Equity-income is expected to be smaller as well.
Auto-correlation | 0.43 |
Average predictability
Fam Equity Income Fund has average predictability. Overlapping area represents the amount of predictability between Fam Equity-income 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 Fam Equity Income price movement. The serial correlation of 0.43 indicates that just about 43.0% of current Fam Equity-income price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.43 | |
| Spearman Rank Test | 0.18 | |
| Residual Average | 0.0 | |
| Price Variance | 0.12 |
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 Fam Mutual Fund
Fam Equity-income financial ratios help investors to determine whether Fam 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 Fam with respect to the benefits of owning Fam Equity-income security.
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