Financial Industries Fund Market Value
| FIDAX Fund | USD 13.33 0.26 1.99% |
| 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.
| 11/27/2025 |
| 02/25/2026 |
If you would invest 0.00 in Financial Industries on November 27, 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 Regional Bank, Regional Bank, Multimanager Lifestyle, Multimanager Lifestyle, Multimanager Lifestyle, Multimanager Lifestyle, and Multimanager Lifestyle. 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.
| Downside Deviation | 1.26 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 4.22 | |||
| Value At Risk | (1.82) | |||
| Potential Upside | 1.79 |
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 | 0.0656 | |||
| Jensen Alpha | 0.068 | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.7684 |
Financial Industries February 25, 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 | 0.0656 | |||
| Market Risk Adjusted Performance | 0.7784 | |||
| Mean Deviation | 0.8052 | |||
| Semi Deviation | 1.05 | |||
| Downside Deviation | 1.26 | |||
| Coefficient Of Variation | 1228.78 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.17 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | 0.068 | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.7684 | |||
| Maximum Drawdown | 4.22 | |||
| Value At Risk | (1.82) | |||
| Potential Upside | 1.79 | |||
| Downside Variance | 1.59 | |||
| Semi Variance | 1.11 | |||
| Expected Short fall | (0.82) | |||
| Skewness | (0.72) | |||
| Kurtosis | 1.64 |
Financial Industries Backtested Returns
At this stage we consider Financial Mutual Fund to be very steady. Financial Industries secures Sharpe Ratio (or Efficiency) of 0.0222, which denotes the fund had a 0.0222 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Financial Industries Fund, which you can use to evaluate the volatility of the entity. Please confirm Financial Industries' Coefficient Of Variation of 1228.78, downside deviation of 1.26, and Mean Deviation of 0.8052 to check if the risk estimate we provide is consistent with the expected return of 0.0241%. The fund shows a Beta (market volatility) of 0.1, which means not very significant fluctuations relative to the market. As returns on the market increase, Financial Industries' returns are expected to increase less than the market. However, during the bear market, the loss of holding Financial Industries is expected to be smaller as well.
Auto-correlation | -0.14 |
Insignificant reverse predictability
Financial Industries Fund has insignificant reverse predictability. Overlapping area represents the amount of predictability between Financial Industries time series from 27th of November 2025 to 11th of January 2026 and 11th of January 2026 to 25th 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 Financial Industries price movement. The serial correlation of -0.14 indicates that less than 14.0% of current Financial Industries price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.14 | |
| Spearman Rank Test | -0.34 | |
| Residual Average | 0.0 | |
| Price Variance | 0.05 |
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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 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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