Largecap Value Fund Market Value
| PLVIX Fund | USD 18.27 0.05 0.27% |
| Symbol | Largecap |
Largecap Value '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 Largecap Value'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 Largecap Value.
| 11/30/2025 |
| 02/28/2026 |
If you would invest 0.00 in Largecap Value on November 30, 2025 and sell it all today you would earn a total of 0.00 from holding Largecap Value Fund or generate 0.0% return on investment in Largecap Value over 90 days. Largecap Value is related to or competes with Virtus Nfj, Pace Large, Tax-managed, Dodge Cox, Jhancock Disciplined, Lord Abbett, and Guidemark Large. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment p... More
Largecap Value 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 Largecap Value'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 Largecap Value Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6856 | |||
| Information Ratio | 0.1362 | |||
| Maximum Drawdown | 25.39 | |||
| Value At Risk | (1.18) | |||
| Potential Upside | 1.37 |
Largecap Value Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Largecap Value's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Largecap Value's standard deviation. In reality, there are many statistical measures that can use Largecap Value historical prices to predict the future Largecap Value's volatility.| Risk Adjusted Performance | 0.1347 | |||
| Jensen Alpha | 0.4215 | |||
| Total Risk Alpha | 0.1753 | |||
| Sortino Ratio | 0.5954 | |||
| Treynor Ratio | 0.5853 |
Largecap Value February 28, 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 | 0.1347 | |||
| Market Risk Adjusted Performance | 0.5953 | |||
| Mean Deviation | 0.9664 | |||
| Downside Deviation | 0.6856 | |||
| Coefficient Of Variation | 601.69 | |||
| Standard Deviation | 3.0 | |||
| Variance | 8.98 | |||
| Information Ratio | 0.1362 | |||
| Jensen Alpha | 0.4215 | |||
| Total Risk Alpha | 0.1753 | |||
| Sortino Ratio | 0.5954 | |||
| Treynor Ratio | 0.5853 | |||
| Maximum Drawdown | 25.39 | |||
| Value At Risk | (1.18) | |||
| Potential Upside | 1.37 | |||
| Downside Variance | 0.47 | |||
| Semi Variance | (0.20) | |||
| Expected Short fall | (1.29) | |||
| Skewness | 7.44 | |||
| Kurtosis | 58.66 |
Largecap Value Backtested Returns
Largecap Value appears to be not too volatile, given 3 months investment horizon. Largecap Value has Sharpe Ratio of 0.16, which conveys that the entity had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Largecap Value, which you can use to evaluate the volatility of the fund. Please exercise Largecap Value's Coefficient Of Variation of 601.69, mean deviation of 0.9664, and Risk Adjusted Performance of 0.1347 to check out if our risk estimates are consistent with your expectations. The fund secures a Beta (Market Risk) of 0.83, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Largecap Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Largecap Value is expected to be smaller as well.
Auto-correlation | 0.91 |
Excellent predictability
Largecap Value Fund has excellent predictability. Overlapping area represents the amount of predictability between Largecap Value time series from 30th of November 2025 to 14th of January 2026 and 14th of January 2026 to 28th 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 Largecap Value price movement. The serial correlation of 0.91 indicates that approximately 91.0% of current Largecap Value price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.91 | |
| Spearman Rank Test | 0.77 | |
| Residual Average | 0.0 | |
| Price Variance | 0.06 |
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 Largecap Mutual Fund
Largecap Value financial ratios help investors to determine whether Largecap 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 Largecap with respect to the benefits of owning Largecap Value security.
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |