Morningstar Growth Etf Market Value
| GETFX Fund | USD 13.99 0.09 0.65% |
| Symbol | Morningstar |
Morningstar Growth '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 Morningstar Growth'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 Morningstar Growth.
| 11/28/2025 |
| 02/26/2026 |
If you would invest 0.00 in Morningstar Growth on November 28, 2025 and sell it all today you would earn a total of 0.00 from holding Morningstar Growth Etf or generate 0.0% return on investment in Morningstar Growth over 90 days. Morningstar Growth is related to or competes with Principal Lifetime, Tax-managed, Jpmorgan Diversified, The Gabelli, Aqr Diversified, and Massmutual Premier. Morningstar Growth is entity of United States More
Morningstar Growth 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 Morningstar Growth'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 Morningstar Growth Etf upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5987 | |||
| Information Ratio | 0.0274 | |||
| Maximum Drawdown | 2.78 | |||
| Value At Risk | (0.95) | |||
| Potential Upside | 0.9317 |
Morningstar Growth Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morningstar Growth's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Morningstar Growth's standard deviation. In reality, there are many statistical measures that can use Morningstar Growth historical prices to predict the future Morningstar Growth's volatility.| Risk Adjusted Performance | 0.1649 | |||
| Jensen Alpha | 0.0539 | |||
| Total Risk Alpha | 0.0414 | |||
| Sortino Ratio | 0.0261 | |||
| Treynor Ratio | 0.1869 |
Morningstar Growth February 26, 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 | 0.1649 | |||
| Market Risk Adjusted Performance | 0.1969 | |||
| Mean Deviation | 0.4379 | |||
| Semi Deviation | 0.3601 | |||
| Downside Deviation | 0.5987 | |||
| Coefficient Of Variation | 457.57 | |||
| Standard Deviation | 0.57 | |||
| Variance | 0.3249 | |||
| Information Ratio | 0.0274 | |||
| Jensen Alpha | 0.0539 | |||
| Total Risk Alpha | 0.0414 | |||
| Sortino Ratio | 0.0261 | |||
| Treynor Ratio | 0.1869 | |||
| Maximum Drawdown | 2.78 | |||
| Value At Risk | (0.95) | |||
| Potential Upside | 0.9317 | |||
| Downside Variance | 0.3584 | |||
| Semi Variance | 0.1296 | |||
| Expected Short fall | (0.52) | |||
| Skewness | (0.24) | |||
| Kurtosis | 0.8118 |
Morningstar Growth Etf Backtested Returns
At this stage we consider Morningstar Mutual Fund to be very steady. Morningstar Growth Etf has Sharpe Ratio of 0.17, which conveys that the entity had a 0.17 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Morningstar Growth, which you can use to evaluate the volatility of the fund. Please verify Morningstar Growth's Downside Deviation of 0.5987, risk adjusted performance of 0.1649, and Mean Deviation of 0.4379 to check out if the risk estimate we provide is consistent with the expected return of 0.0905%. The fund secures a Beta (Market Risk) of 0.61, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Morningstar Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Morningstar Growth is expected to be smaller as well.
Auto-correlation | 0.60 |
Good predictability
Morningstar Growth Etf has good predictability. Overlapping area represents the amount of predictability between Morningstar Growth time series from 28th of November 2025 to 12th of January 2026 and 12th of January 2026 to 26th 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 Morningstar Growth Etf price movement. The serial correlation of 0.6 indicates that roughly 60.0% of current Morningstar Growth price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.6 | |
| Spearman Rank Test | 0.69 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
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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 Morningstar Mutual Fund
Morningstar Growth financial ratios help investors to determine whether Morningstar 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 Morningstar with respect to the benefits of owning Morningstar Growth security.
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