Financial Services Portfolio Fund Market Value
| FIDSX Fund | USD 15.63 0.02 0.13% |
| Symbol | Financial |
Financial Services '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 Services' 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 Services.
| 11/17/2025 |
| 02/15/2026 |
If you would invest 0.00 in Financial Services on November 17, 2025 and sell it all today you would earn a total of 0.00 from holding Financial Services Portfolio or generate 0.0% return on investment in Financial Services over 90 days. Financial Services is related to or competes with Consumer Staples, Computers Portfolio, It Services, Goldman Sachs, Harbor Long, Dimensional Global, and EA Series. The fund normally invests at least 80 percent of assets in securities of companies principally engaged in providing fina... More
Financial Services 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 Services' 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 Services Portfolio upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.03 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 4.28 | |||
| Value At Risk | (1.80) | |||
| Potential Upside | 1.74 |
Financial Services Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Financial Services' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Financial Services' standard deviation. In reality, there are many statistical measures that can use Financial Services historical prices to predict the future Financial Services' volatility.| Risk Adjusted Performance | 0.0441 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.041 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Financial Services' 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.
Financial Services February 15, 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 | 0.0441 | |||
| Market Risk Adjusted Performance | 0.051 | |||
| Mean Deviation | 0.7805 | |||
| Semi Deviation | 0.9692 | |||
| Downside Deviation | 1.03 | |||
| Coefficient Of Variation | 1914.14 | |||
| Standard Deviation | 0.9989 | |||
| Variance | 0.9978 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.041 | |||
| Maximum Drawdown | 4.28 | |||
| Value At Risk | (1.80) | |||
| Potential Upside | 1.74 | |||
| Downside Variance | 1.06 | |||
| Semi Variance | 0.9394 | |||
| Expected Short fall | (0.81) | |||
| Skewness | (0.10) | |||
| Kurtosis | (0.07) |
Financial Services Backtested Returns
At this stage we consider Financial Mutual Fund to be very steady. Financial Services 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 Financial Services Portfolio, which you can use to evaluate the volatility of the entity. Please confirm Financial Services' Downside Deviation of 1.03, coefficient of variation of 1914.14, and Mean Deviation of 0.7805 to check if the risk estimate we provide is consistent with the expected return of 0.11%. The fund shows a Beta (market volatility) of 1.03, which means a somewhat significant risk relative to the market. Financial Services returns are very sensitive to returns on the market. As the market goes up or down, Financial Services is expected to follow.
Auto-correlation | -0.39 |
Poor reverse predictability
Financial Services Portfolio has poor reverse predictability. Overlapping area represents the amount of predictability between Financial Services time series from 17th of November 2025 to 1st of January 2026 and 1st of January 2026 to 15th 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 Services price movement. The serial correlation of -0.39 indicates that just about 39.0% of current Financial Services price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.39 | |
| Spearman Rank Test | -0.37 | |
| Residual Average | 0.0 | |
| Price Variance | 0.06 |
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 Financial Mutual Fund
Financial Services 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 Services security.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
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| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |