Hodges Small Intrinsic Fund Market Value
| HSVIX Fund | 19.84 0.10 0.51% |
| Symbol | Hodges |
Hodges Small '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 Hodges Small'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 Hodges Small.
| 11/28/2025 |
| 02/26/2026 |
If you would invest 0.00 in Hodges Small on November 28, 2025 and sell it all today you would earn a total of 0.00 from holding Hodges Small Intrinsic or generate 0.0% return on investment in Hodges Small over 90 days. Hodges Small is related to or competes with Cambiar Smid, Auer Growth, Thompson Midcap, Usa Mutuals, Shelton Tactical, T Rowe, and Ips Strategic. The fund manager employs a value strategy and invests, under normal market conditions, at least 80 percent of its net as... More
Hodges Small 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 Hodges Small'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 Hodges Small Intrinsic upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.02 | |||
| Information Ratio | 0.1065 | |||
| Maximum Drawdown | 5.93 | |||
| Value At Risk | (1.35) | |||
| Potential Upside | 2.61 |
Hodges Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hodges Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Hodges Small's standard deviation. In reality, there are many statistical measures that can use Hodges Small historical prices to predict the future Hodges Small's volatility.| Risk Adjusted Performance | 0.156 | |||
| Jensen Alpha | 0.23 | |||
| Total Risk Alpha | 0.0728 | |||
| Sortino Ratio | 0.1246 | |||
| Treynor Ratio | (5.47) |
Hodges Small 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 | 0.156 | |||
| Market Risk Adjusted Performance | (5.46) | |||
| Mean Deviation | 0.9127 | |||
| Semi Deviation | 0.7372 | |||
| Downside Deviation | 1.02 | |||
| Coefficient Of Variation | 505.22 | |||
| Standard Deviation | 1.19 | |||
| Variance | 1.42 | |||
| Information Ratio | 0.1065 | |||
| Jensen Alpha | 0.23 | |||
| Total Risk Alpha | 0.0728 | |||
| Sortino Ratio | 0.1246 | |||
| Treynor Ratio | (5.47) | |||
| Maximum Drawdown | 5.93 | |||
| Value At Risk | (1.35) | |||
| Potential Upside | 2.61 | |||
| Downside Variance | 1.04 | |||
| Semi Variance | 0.5434 | |||
| Expected Short fall | (1.06) | |||
| Skewness | 0.37 | |||
| Kurtosis | 0.3843 |
Hodges Small Intrinsic Backtested Returns
At this stage we consider Hodges Mutual Fund to be very steady. Hodges Small Intrinsic holds Efficiency (Sharpe) Ratio of 0.13, which attests that the entity had a 0.13 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Hodges Small Intrinsic, which you can use to evaluate the volatility of the entity. Please check out Hodges Small's Risk Adjusted Performance of 0.156, downside deviation of 1.02, and Market Risk Adjusted Performance of (5.46) to validate if the risk estimate we provide is consistent with the expected return of 0.14%. The fund retains a Market Volatility (i.e., Beta) of -0.0413, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Hodges Small are expected to decrease at a much lower rate. During the bear market, Hodges Small is likely to outperform the market.
Auto-correlation | 0.06 |
Virtually no predictability
Hodges Small Intrinsic has virtually no predictability. Overlapping area represents the amount of predictability between Hodges Small 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 Hodges Small Intrinsic price movement. The serial correlation of 0.06 indicates that barely 6.0% of current Hodges Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.06 | |
| Spearman Rank Test | 0.24 | |
| Residual Average | 0.0 | |
| Price Variance | 0.12 |
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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 Hodges Mutual Fund
Hodges Small financial ratios help investors to determine whether Hodges 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 Hodges with respect to the benefits of owning Hodges Small security.
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