Capital Securities Fund Market Value
| PCSFX Fund | USD 9.74 0.01 0.10% |
| Symbol | Capital |
Capital Securities '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 Capital Securities' 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 Capital Securities.
| 10/25/2025 |
| 01/23/2026 |
If you would invest 0.00 in Capital Securities on October 25, 2025 and sell it all today you would earn a total of 0.00 from holding Capital Securities Fund or generate 0.0% return on investment in Capital Securities over 90 days. Capital Securities is related to or competes with Touchstone Small, Nuveen Small, Sound Shore, Rbb Fund, and Eic Value. The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in capital securiti... More
Capital Securities 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 Capital Securities' 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 Capital Securities Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1247 | |||
| Information Ratio | (0.85) | |||
| Maximum Drawdown | 0.415 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.1046 |
Capital Securities Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Capital Securities' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Capital Securities' standard deviation. In reality, there are many statistical measures that can use Capital Securities historical prices to predict the future Capital Securities' volatility.| Risk Adjusted Performance | 0.1956 | |||
| Jensen Alpha | 0.0161 | |||
| Total Risk Alpha | 0.0106 | |||
| Sortino Ratio | (0.58) | |||
| Treynor Ratio | 0.3729 |
Capital Securities January 23, 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 | 0.1956 | |||
| Market Risk Adjusted Performance | 0.3829 | |||
| Mean Deviation | 0.0709 | |||
| Downside Deviation | 0.1247 | |||
| Coefficient Of Variation | 271.54 | |||
| Standard Deviation | 0.0855 | |||
| Variance | 0.0073 | |||
| Information Ratio | (0.85) | |||
| Jensen Alpha | 0.0161 | |||
| Total Risk Alpha | 0.0106 | |||
| Sortino Ratio | (0.58) | |||
| Treynor Ratio | 0.3729 | |||
| Maximum Drawdown | 0.415 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.1046 | |||
| Downside Variance | 0.0156 | |||
| Semi Variance | (0.03) | |||
| Expected Short fall | (0.12) | |||
| Skewness | (0.26) | |||
| Kurtosis | (0.01) |
Capital Securities Backtested Returns
At this stage we consider Capital Mutual Fund to be very steady. Capital Securities secures Sharpe Ratio (or Efficiency) of 0.3, which signifies that the fund had a 0.3 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Capital Securities Fund, which you can use to evaluate the volatility of the entity. Please confirm Capital Securities' Risk Adjusted Performance of 0.1956, coefficient of variation of 271.54, and Mean Deviation of 0.0709 to double-check if the risk estimate we provide is consistent with the expected return of 0.0242%. The fund shows a Beta (market volatility) of 0.0576, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Capital Securities' returns are expected to increase less than the market. However, during the bear market, the loss of holding Capital Securities is expected to be smaller as well.
Auto-correlation | 0.30 |
Below average predictability
Capital Securities Fund has below average predictability. Overlapping area represents the amount of predictability between Capital Securities time series from 25th of October 2025 to 9th of December 2025 and 9th of December 2025 to 23rd 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 Capital Securities price movement. The serial correlation of 0.3 indicates that nearly 30.0% of current Capital Securities price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.3 | |
| Spearman Rank Test | 0.34 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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 Capital Mutual Fund
Capital Securities financial ratios help investors to determine whether Capital 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 Capital with respect to the benefits of owning Capital Securities security.
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