Financial Industries Fund Market Value
| FIDAX Fund | USD 13.56 0.07 0.51% |
| Symbol | Financial |
Financial Industries '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 Financial Industries' 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 Financial Industries.
| 11/01/2025 |
| 01/30/2026 |
If you would invest 0.00 in Financial Industries on November 1, 2025 and sell it all today you would earn a total of 0.00 from holding Financial Industries Fund or generate 0.0% return on investment in Financial Industries over 90 days. Financial Industries is related to or competes with Fidelity Sai, Gabelli Convertible, and Putnam Convertible. The fund normally invests at least 80 percent of its net assets in equity securities of U.S More
Financial Industries 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 Financial Industries' 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 Financial Industries Fund upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 33.76 | |||
| Value At Risk | (1.82) | |||
| Potential Upside | 1.78 |
Financial Industries Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Financial Industries' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Financial Industries' standard deviation. In reality, there are many statistical measures that can use Financial Industries historical prices to predict the future Financial Industries' volatility.| Risk Adjusted Performance | (0.06) | |||
| Jensen Alpha | (0.37) | |||
| Total Risk Alpha | (0.67) | |||
| Treynor Ratio | 2.41 |
Financial Industries January 30, 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 | (0.06) | |||
| Market Risk Adjusted Performance | 2.42 | |||
| Mean Deviation | 1.31 | |||
| Coefficient Of Variation | (1,093) | |||
| Standard Deviation | 4.04 | |||
| Variance | 16.33 | |||
| Information Ratio | (0.11) | |||
| Jensen Alpha | (0.37) | |||
| Total Risk Alpha | (0.67) | |||
| Treynor Ratio | 2.41 | |||
| Maximum Drawdown | 33.76 | |||
| Value At Risk | (1.82) | |||
| Potential Upside | 1.78 | |||
| Skewness | (7.49) | |||
| Kurtosis | 59.06 |
Financial Industries Backtested Returns
Financial Industries secures Sharpe Ratio (or Efficiency) of -0.0965, which denotes the fund had a -0.0965 % return per unit of risk over the last 3 months. Financial Industries Fund exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Financial Industries' Standard Deviation of 4.04, mean deviation of 1.31, and Variance of 16.33 to check the risk estimate we provide. The fund shows a Beta (market volatility) of -0.16, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Financial Industries are expected to decrease at a much lower rate. During the bear market, Financial Industries is likely to outperform the market.
Auto-correlation | -0.35 |
Poor reverse predictability
Financial Industries Fund has poor reverse predictability. Overlapping area represents the amount of predictability between Financial Industries time series from 1st of November 2025 to 16th of December 2025 and 16th of December 2025 to 30th 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 Financial Industries price movement. The serial correlation of -0.35 indicates that nearly 35.0% of current Financial Industries price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.35 | |
| Spearman Rank Test | -0.46 | |
| Residual Average | 0.0 | |
| Price Variance | 3.61 |
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Other Information on Investing in Financial Mutual Fund
Financial Industries financial ratios help investors to determine whether Financial 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 Financial with respect to the benefits of owning Financial Industries security.
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