Income Fund's market value is the price at which a share of Income Fund trades on a public exchange. It measures the collective expectations of Income Fund R 5 investors about its performance. Income Fund is trading at 8.81 as of the 13th of February 2026; that is 0.23% up since the beginning of the trading day. The fund's open price was 8.79. With this module, you can estimate the performance of a buy and hold strategy of Income Fund R 5 and determine expected loss or profit from investing in Income Fund over a given investment horizon. Check out Income Fund Correlation, Income Fund Volatility and Income Fund Performance module to complement your research on Income Fund.
It's important to distinguish between Income Fund's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Income Fund should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. However, Income Fund's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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.
0.00
11/15/2025
No Change 0.00
0.0
In 3 months and 1 day
02/13/2026
0.00
If you would invest 0.00 in Income Fund on November 15, 2025 and sell it all today you would earn a total of 0.00 from holding Income Fund R 5 or generate 0.0% return on investment in Income Fund over 90 days. Income Fund is related to or competes with Fisher Investments, T Rowe, Qs International, Ab Select, Vanguard Diversified, and Dodge Cox. 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 5 upside and downside potential and time the market with a certain degree of confidence.
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.
At this stage we consider Income Mutual Fund to be very steady. Income Fund R holds Efficiency (Sharpe) Ratio of 0.17, which attests that the entity had a 0.17 % 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 0.0669, market risk adjusted performance of 0.4132, and Downside Deviation of 0.2088 to validate if the risk estimate we provide is consistent with the expected return of 0.0303%. The fund retains a Market Volatility (i.e., Beta) of 0.0316, 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
0.46
Average predictability
Income Fund R 5 has average predictability. Overlapping area represents the amount of predictability between Income Fund time series from 15th of November 2025 to 30th of December 2025 and 30th of December 2025 to 13th 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 0.46 indicates that about 46.0% of current Income Fund price fluctuation can be explain by its past prices.
Correlation Coefficient
0.46
Spearman Rank Test
0.18
Residual Average
0.0
Price Variance
0.0
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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.