Poplar Forest Partners Fund Market Value
| IPFPX Fund | USD 55.54 0.24 0.43% |
| Symbol | Poplar |
Poplar Forest '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 Poplar Forest'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 Poplar Forest.
| 11/01/2025 |
| 01/30/2026 |
If you would invest 0.00 in Poplar Forest on November 1, 2025 and sell it all today you would earn a total of 0.00 from holding Poplar Forest Partners or generate 0.0% return on investment in Poplar Forest over 90 days. Poplar Forest is related to or competes with Haverford Quality, Blackrock Muniholdings, Ares Dynamic, Cohen Steers, Matthew 25, Emerging Markets, and Fidelity Connecticut. The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by investing primarily in the common ... More
Poplar Forest 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 Poplar Forest'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 Poplar Forest Partners upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6748 | |||
| Information Ratio | 0.1294 | |||
| Maximum Drawdown | 9.77 | |||
| Value At Risk | (1.08) | |||
| Potential Upside | 1.68 |
Poplar Forest Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Poplar Forest's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Poplar Forest's standard deviation. In reality, there are many statistical measures that can use Poplar Forest historical prices to predict the future Poplar Forest's volatility.| Risk Adjusted Performance | 0.1334 | |||
| Jensen Alpha | 0.1766 | |||
| Total Risk Alpha | 0.1257 | |||
| Sortino Ratio | 0.2428 | |||
| Treynor Ratio | 0.286 |
Poplar Forest January 30, 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 | 0.1334 | |||
| Market Risk Adjusted Performance | 0.296 | |||
| Mean Deviation | 0.7572 | |||
| Semi Deviation | 0.351 | |||
| Downside Deviation | 0.6748 | |||
| Coefficient Of Variation | 562.37 | |||
| Standard Deviation | 1.27 | |||
| Variance | 1.6 | |||
| Information Ratio | 0.1294 | |||
| Jensen Alpha | 0.1766 | |||
| Total Risk Alpha | 0.1257 | |||
| Sortino Ratio | 0.2428 | |||
| Treynor Ratio | 0.286 | |||
| Maximum Drawdown | 9.77 | |||
| Value At Risk | (1.08) | |||
| Potential Upside | 1.68 | |||
| Downside Variance | 0.4554 | |||
| Semi Variance | 0.1232 | |||
| Expected Short fall | (0.96) | |||
| Skewness | 3.99 | |||
| Kurtosis | 24.32 |
Poplar Forest Partners Backtested Returns
Poplar Forest appears to be very steady, given 3 months investment horizon. Poplar Forest Partners maintains Sharpe Ratio (i.e., Efficiency) of 0.21, which implies the entity had a 0.21 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Poplar Forest Partners, which you can use to evaluate the volatility of the fund. Please evaluate Poplar Forest's Risk Adjusted Performance of 0.1334, coefficient of variation of 562.37, and Semi Deviation of 0.351 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of 0.75, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Poplar Forest's returns are expected to increase less than the market. However, during the bear market, the loss of holding Poplar Forest is expected to be smaller as well.
Auto-correlation | 0.49 |
Average predictability
Poplar Forest Partners has average predictability. Overlapping area represents the amount of predictability between Poplar Forest time series from 1st of November 2025 to 16th of December 2025 and 16th of December 2025 to 30th 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 Poplar Forest Partners price movement. The serial correlation of 0.49 indicates that about 49.0% of current Poplar Forest price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.49 | |
| Spearman Rank Test | 0.66 | |
| Residual Average | 0.0 | |
| Price Variance | 0.64 |
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Other Information on Investing in Poplar Mutual Fund
Poplar Forest financial ratios help investors to determine whether Poplar 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 Poplar with respect to the benefits of owning Poplar Forest security.
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