Large Cap Equity Fund Market Value
| IICAX Fund | USD 11.81 0.09 0.77% |
| Symbol | Large |
Large Cap '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 Large Cap'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 Large Cap.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Large Cap on October 31, 2025 and sell it all today you would earn a total of 0.00 from holding Large Cap Equity or generate 0.0% return on investment in Large Cap over 90 days. Large Cap is related to or competes with Appleseed Fund, Paradigm Value, Wesmark Tactical, Live Oak, T Rowe, Matrix Advisors, and Nuveen Large. The fund invests in equity securities of U.S.-based companies whose growth, cash flow, earnings and dividend prospects a... More
Large Cap 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 Large Cap'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 Large Cap Equity upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7074 | |||
| Information Ratio | 0.0216 | |||
| Maximum Drawdown | 3.26 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 1.14 |
Large Cap Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Large Cap's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Large Cap's standard deviation. In reality, there are many statistical measures that can use Large Cap historical prices to predict the future Large Cap's volatility.| Risk Adjusted Performance | 0.0972 | |||
| Jensen Alpha | 0.0744 | |||
| Total Risk Alpha | 0.0203 | |||
| Sortino Ratio | 0.0205 | |||
| Treynor Ratio | 1.03 |
Large Cap January 29, 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 | 0.0972 | |||
| Market Risk Adjusted Performance | 1.04 | |||
| Mean Deviation | 0.5372 | |||
| Semi Deviation | 0.5865 | |||
| Downside Deviation | 0.7074 | |||
| Coefficient Of Variation | 749.06 | |||
| Standard Deviation | 0.6695 | |||
| Variance | 0.4482 | |||
| Information Ratio | 0.0216 | |||
| Jensen Alpha | 0.0744 | |||
| Total Risk Alpha | 0.0203 | |||
| Sortino Ratio | 0.0205 | |||
| Treynor Ratio | 1.03 | |||
| Maximum Drawdown | 3.26 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 1.14 | |||
| Downside Variance | 0.5004 | |||
| Semi Variance | 0.344 | |||
| Expected Short fall | (0.58) | |||
| Skewness | (0.51) | |||
| Kurtosis | 0.2738 |
Large Cap Equity Backtested Returns
At this stage we consider Large Mutual Fund to be very steady. Large Cap Equity has Sharpe Ratio of 0.12, which conveys that the entity had a 0.12 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Large Cap, which you can use to evaluate the volatility of the fund. Please verify Large Cap's Risk Adjusted Performance of 0.0972, mean deviation of 0.5372, and Downside Deviation of 0.7074 to check out if the risk estimate we provide is consistent with the expected return of 0.0832%. The fund secures a Beta (Market Risk) of 0.0771, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Large Cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Large Cap is expected to be smaller as well.
Auto-correlation | 0.58 |
Modest predictability
Large Cap Equity has modest predictability. Overlapping area represents the amount of predictability between Large Cap time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th 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 Large Cap Equity price movement. The serial correlation of 0.58 indicates that roughly 58.0% of current Large Cap price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.58 | |
| Spearman Rank Test | 0.64 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
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 Large Mutual Fund
Large Cap financial ratios help investors to determine whether Large 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 Large with respect to the benefits of owning Large Cap security.
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