Income Fund R 3 Fund Market Value
| PIOOX Fund | USD 8.80 0.03 0.34% |
| Symbol | Income |
Income Fund '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 Income Fund'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 Income Fund.
| 11/12/2025 |
| 02/10/2026 |
If you would invest 0.00 in Income Fund on November 12, 2025 and sell it all today you would earn a total of 0.00 from holding Income Fund R 3 or generate 0.0% return on investment in Income Fund over 90 days. Income Fund is related to or competes with Strategic Asset, Strategic Asset, Strategic Asset, Strategic Asset, International Equity, Strategic Asset, and International Small. The fund invests primarily in a diversified pool of investment-grade fixed-income securities, which includes corporate s... More
Income Fund 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 Income Fund'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 Income Fund R 3 upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2041 | |||
| Information Ratio | (0.47) | |||
| Maximum Drawdown | 0.6905 | |||
| Value At Risk | (0.34) | |||
| Potential Upside | 0.3432 |
Income Fund Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Income Fund's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Income Fund's standard deviation. In reality, there are many statistical measures that can use Income Fund historical prices to predict the future Income Fund's volatility.| Risk Adjusted Performance | 0.0282 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.41) | |||
| Treynor Ratio | 0.0555 |
Income Fund February 10, 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 | 0.0282 | |||
| Market Risk Adjusted Performance | 0.0655 | |||
| Mean Deviation | 0.1442 | |||
| Semi Deviation | 0.1104 | |||
| Downside Deviation | 0.2041 | |||
| Coefficient Of Variation | 1269.61 | |||
| Standard Deviation | 0.1783 | |||
| Variance | 0.0318 | |||
| Information Ratio | (0.47) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.41) | |||
| Treynor Ratio | 0.0555 | |||
| Maximum Drawdown | 0.6905 | |||
| Value At Risk | (0.34) | |||
| Potential Upside | 0.3432 | |||
| Downside Variance | 0.0417 | |||
| Semi Variance | 0.0122 | |||
| Expected Short fall | (0.18) | |||
| Skewness | (0.18) | |||
| Kurtosis | (0.41) |
Income Fund R Backtested Returns
At this stage we consider Income Mutual Fund to be very steady. Income Fund R holds Efficiency (Sharpe) Ratio of 0.0987, which attests that the entity had a 0.0987 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Income Fund R, which you can use to evaluate the volatility of the entity. Please check out Income Fund's Risk Adjusted Performance of 0.0282, market risk adjusted performance of 0.0655, and Downside Deviation of 0.2041 to validate if the risk estimate we provide is consistent with the expected return of 0.017%. The fund retains a Market Volatility (i.e., Beta) of 0.0728, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Income Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Income Fund is expected to be smaller as well.
Auto-correlation | 0.21 |
Weak predictability
Income Fund R 3 has weak predictability. Overlapping area represents the amount of predictability between Income Fund time series from 12th of November 2025 to 27th of December 2025 and 27th of December 2025 to 10th 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 Income Fund R price movement. The serial correlation of 0.21 indicates that over 21.0% of current Income Fund price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.21 | |
| Spearman Rank Test | 0.38 | |
| 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 Income Mutual Fund
Income Fund financial ratios help investors to determine whether Income 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 Income with respect to the benefits of owning Income Fund security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |