North Star Opportunity Fund Market Value
| NSOIX Fund | USD 18.19 0.05 0.27% |
| Symbol | North |
North Star '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 Star'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 Star.
| 11/28/2025 |
| 02/26/2026 |
If you would invest 0.00 in North Star on November 28, 2025 and sell it all today you would earn a total of 0.00 from holding North Star Opportunity or generate 0.0% return on investment in North Star over 90 days. North Star is related to or competes with Gmo High, Dunham High, Blackrock High, Franklin High, Calvert High, and Tax-exempt High. The adviser expects to invest approximately 80 - 100 percent of its net assets in net long positions in securities that ... More
North Star 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 Star'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 Star Opportunity upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.693 | |||
| Information Ratio | 0.0332 | |||
| Maximum Drawdown | 6.29 | |||
| Value At Risk | (1.15) | |||
| Potential Upside | 0.9439 |
North Star Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for North Star's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as North Star's standard deviation. In reality, there are many statistical measures that can use North Star historical prices to predict the future North Star's volatility.| Risk Adjusted Performance | 0.1252 | |||
| Jensen Alpha | 0.0755 | |||
| Total Risk Alpha | 0.0179 | |||
| Sortino Ratio | 0.0408 | |||
| Treynor Ratio | 0.2431 |
North Star 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 | 0.1252 | |||
| Market Risk Adjusted Performance | 0.2531 | |||
| Mean Deviation | 0.5424 | |||
| Semi Deviation | 0.4933 | |||
| Downside Deviation | 0.693 | |||
| Coefficient Of Variation | 620.23 | |||
| Standard Deviation | 0.8513 | |||
| Variance | 0.7247 | |||
| Information Ratio | 0.0332 | |||
| Jensen Alpha | 0.0755 | |||
| Total Risk Alpha | 0.0179 | |||
| Sortino Ratio | 0.0408 | |||
| Treynor Ratio | 0.2431 | |||
| Maximum Drawdown | 6.29 | |||
| Value At Risk | (1.15) | |||
| Potential Upside | 0.9439 | |||
| Downside Variance | 0.4802 | |||
| Semi Variance | 0.2434 | |||
| Expected Short fall | (0.59) | |||
| Skewness | 2.54 | |||
| Kurtosis | 14.62 |
North Star Opportunity Backtested Returns
At this stage we consider North Mutual Fund to be very steady. North Star Opportunity 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-seven technical indicators for North Star, which you can use to evaluate the volatility of the fund. Please verify North Star's Mean Deviation of 0.5424, downside deviation of 0.693, and Risk Adjusted Performance of 0.1252 to check out if the risk estimate we provide is consistent with the expected return of 0.1%. The fund secures a Beta (Market Risk) of 0.52, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, North Star's returns are expected to increase less than the market. However, during the bear market, the loss of holding North Star is expected to be smaller as well.
Auto-correlation | -0.58 |
Good reverse predictability
North Star Opportunity has good reverse predictability. Overlapping area represents the amount of predictability between North Star 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 North Star Opportunity price movement. The serial correlation of -0.58 indicates that roughly 58.0% of current North Star price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.58 | |
| Spearman Rank Test | -0.69 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
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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 North Mutual Fund
North Star 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 Star security.
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