North Square Investments Fund Market Value
| NSIVX Fund | USD 12.20 0.03 0.25% |
| Symbol | North |
North Square '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 North Square'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 North Square.
| 10/28/2025 |
| 01/26/2026 |
If you would invest 0.00 in North Square on October 28, 2025 and sell it all today you would earn a total of 0.00 from holding North Square Investments or generate 0.0% return on investment in North Square over 90 days. North Square is related to or competes with Eip Growth, Artisan Small, Praxis Genesis, Qs Growth, Crafword Dividend, Eip Growth, and Growth Allocation. The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80 percent of ... More
North Square 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 North Square'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 North Square Investments upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6453 | |||
| Information Ratio | 0.0962 | |||
| Maximum Drawdown | 9.85 | |||
| Value At Risk | (0.91) | |||
| Potential Upside | 1.03 |
North Square Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for North Square's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as North Square's standard deviation. In reality, there are many statistical measures that can use North Square historical prices to predict the future North Square's volatility.| Risk Adjusted Performance | 0.1205 | |||
| Jensen Alpha | 0.1454 | |||
| Total Risk Alpha | 0.0703 | |||
| Sortino Ratio | 0.1946 | |||
| Treynor Ratio | 0.273 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of North Square's 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.
North Square January 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 | 0.1205 | |||
| Market Risk Adjusted Performance | 0.283 | |||
| Mean Deviation | 0.6461 | |||
| Semi Deviation | 0.2635 | |||
| Downside Deviation | 0.6453 | |||
| Coefficient Of Variation | 631.91 | |||
| Standard Deviation | 1.31 | |||
| Variance | 1.7 | |||
| Information Ratio | 0.0962 | |||
| Jensen Alpha | 0.1454 | |||
| Total Risk Alpha | 0.0703 | |||
| Sortino Ratio | 0.1946 | |||
| Treynor Ratio | 0.273 | |||
| Maximum Drawdown | 9.85 | |||
| Value At Risk | (0.91) | |||
| Potential Upside | 1.03 | |||
| Downside Variance | 0.4164 | |||
| Semi Variance | 0.0694 | |||
| Expected Short fall | (0.80) | |||
| Skewness | 5.11 | |||
| Kurtosis | 34.06 |
North Square Investments Backtested Returns
North Square appears to be out of control, given 3 months investment horizon. North Square Investments has Sharpe Ratio of 0.16, which conveys that the entity had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for North Square, which you can use to evaluate the volatility of the fund. Please exercise North Square's Mean Deviation of 0.6461, risk adjusted performance of 0.1205, and Downside Deviation of 0.6453 to check out if our risk estimates are consistent with your expectations. The fund secures a Beta (Market Risk) of 0.72, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, North Square's returns are expected to increase less than the market. However, during the bear market, the loss of holding North Square is expected to be smaller as well.
Auto-correlation | 0.26 |
Poor predictability
North Square Investments has poor predictability. Overlapping area represents the amount of predictability between North Square time series from 28th of October 2025 to 12th of December 2025 and 12th of December 2025 to 26th 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 North Square Investments price movement. The serial correlation of 0.26 indicates that nearly 26.0% of current North Square price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.26 | |
| Spearman Rank Test | 0.3 | |
| Residual Average | 0.0 | |
| Price Variance | 0.18 |
Also Currently Popular
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| HITI | High Tide | |
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Other Information on Investing in North Mutual Fund
North Square financial ratios help investors to determine whether North 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 North with respect to the benefits of owning North Square security.
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