Fundamental Indexplus Tr Fund Market Value
| PIXAX Fund | USD 20.44 0.08 0.39% |
| Symbol | Fundamental |
Fundamental Indexplus '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 Fundamental Indexplus' 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 Fundamental Indexplus.
| 11/27/2025 |
| 02/25/2026 |
If you would invest 0.00 in Fundamental Indexplus on November 27, 2025 and sell it all today you would earn a total of 0.00 from holding Fundamental Indexplus Tr or generate 0.0% return on investment in Fundamental Indexplus over 90 days. Fundamental Indexplus is related to or competes with Fundamental Indexplus, Voya Large-cap, Goldman Sachs, Emerald Growth, Queens Road, Small Cap, and Ridgeworth Ceredex. The fund seeks to exceed the total return of the Russell 1000 Value Index under normal circumstances by obtaining exposu... More
Fundamental Indexplus 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 Fundamental Indexplus' 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 Fundamental Indexplus Tr upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8514 | |||
| Information Ratio | 0.1272 | |||
| Maximum Drawdown | 8.76 | |||
| Value At Risk | (1.40) | |||
| Potential Upside | 2.17 |
Fundamental Indexplus Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fundamental Indexplus' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Fundamental Indexplus' standard deviation. In reality, there are many statistical measures that can use Fundamental Indexplus historical prices to predict the future Fundamental Indexplus' volatility.| Risk Adjusted Performance | 0.1661 | |||
| Jensen Alpha | 0.138 | |||
| Total Risk Alpha | 0.1013 | |||
| Sortino Ratio | 0.1784 | |||
| Treynor Ratio | 0.2108 |
Fundamental Indexplus February 25, 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 | 0.1661 | |||
| Market Risk Adjusted Performance | 0.2208 | |||
| Mean Deviation | 0.7648 | |||
| Semi Deviation | 0.5498 | |||
| Downside Deviation | 0.8514 | |||
| Coefficient Of Variation | 472.26 | |||
| Standard Deviation | 1.19 | |||
| Variance | 1.43 | |||
| Information Ratio | 0.1272 | |||
| Jensen Alpha | 0.138 | |||
| Total Risk Alpha | 0.1013 | |||
| Sortino Ratio | 0.1784 | |||
| Treynor Ratio | 0.2108 | |||
| Maximum Drawdown | 8.76 | |||
| Value At Risk | (1.40) | |||
| Potential Upside | 2.17 | |||
| Downside Variance | 0.7249 | |||
| Semi Variance | 0.3023 | |||
| Expected Short fall | (0.98) | |||
| Skewness | 2.13 | |||
| Kurtosis | 10.42 |
Fundamental Indexplus Backtested Returns
Fundamental Indexplus appears to be very steady, given 3 months investment horizon. Fundamental Indexplus secures Sharpe Ratio (or Efficiency) of 0.18, which denotes the fund had a 0.18 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Fundamental Indexplus Tr, which you can use to evaluate the volatility of the entity. Please utilize Fundamental Indexplus' Coefficient Of Variation of 472.26, downside deviation of 0.8514, and Mean Deviation of 0.7648 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 1.15, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Fundamental Indexplus will likely underperform.
Auto-correlation | 0.57 |
Modest predictability
Fundamental Indexplus Tr has modest predictability. Overlapping area represents the amount of predictability between Fundamental Indexplus time series from 27th of November 2025 to 11th of January 2026 and 11th of January 2026 to 25th 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 Fundamental Indexplus price movement. The serial correlation of 0.57 indicates that roughly 57.0% of current Fundamental Indexplus price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.57 | |
| Spearman Rank Test | 0.44 | |
| Residual Average | 0.0 | |
| Price Variance | 0.15 |
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 Fundamental Mutual Fund
Fundamental Indexplus financial ratios help investors to determine whether Fundamental 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 Fundamental with respect to the benefits of owning Fundamental Indexplus security.
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