Small Midcap Dividend Income Fund Market Value
| PMDIX Fund | USD 21.76 0.21 0.96% |
| Symbol | Small-midcap |
Small-midcap Dividend '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 Small-midcap Dividend'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 Small-midcap Dividend.
| 11/30/2025 |
| 02/28/2026 |
If you would invest 0.00 in Small-midcap Dividend on November 30, 2025 and sell it all today you would earn a total of 0.00 from holding Small Midcap Dividend Income or generate 0.0% return on investment in Small-midcap Dividend over 90 days. Small-midcap Dividend is related to or competes with Strategic Asset, Strategic Asset, Strategic Asset, Strategic Asset, International Equity, Strategic Asset, and International Small. The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in dividend-paying ... More
Small-midcap Dividend 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 Small-midcap Dividend'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 Small Midcap Dividend Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8726 | |||
| Information Ratio | 0.1548 | |||
| Maximum Drawdown | 4.37 | |||
| Value At Risk | (1.24) | |||
| Potential Upside | 2.14 |
Small-midcap Dividend Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Small-midcap Dividend's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Small-midcap Dividend's standard deviation. In reality, there are many statistical measures that can use Small-midcap Dividend historical prices to predict the future Small-midcap Dividend's volatility.| Risk Adjusted Performance | 0.1933 | |||
| Jensen Alpha | 0.144 | |||
| Total Risk Alpha | 0.1274 | |||
| Sortino Ratio | 0.1673 | |||
| Treynor Ratio | 0.2204 |
Small-midcap Dividend 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 | 0.1933 | |||
| Market Risk Adjusted Performance | 0.2304 | |||
| Mean Deviation | 0.6886 | |||
| Semi Deviation | 0.4561 | |||
| Downside Deviation | 0.8726 | |||
| Coefficient Of Variation | 399.78 | |||
| Standard Deviation | 0.943 | |||
| Variance | 0.8892 | |||
| Information Ratio | 0.1548 | |||
| Jensen Alpha | 0.144 | |||
| Total Risk Alpha | 0.1274 | |||
| Sortino Ratio | 0.1673 | |||
| Treynor Ratio | 0.2204 | |||
| Maximum Drawdown | 4.37 | |||
| Value At Risk | (1.24) | |||
| Potential Upside | 2.14 | |||
| Downside Variance | 0.7614 | |||
| Semi Variance | 0.2081 | |||
| Expected Short fall | (0.79) | |||
| Skewness | 0.4792 | |||
| Kurtosis | 0.4289 |
Small Midcap Dividend Backtested Returns
Small-midcap Dividend appears to be very steady, given 3 months investment horizon. Small Midcap Dividend owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.22, which indicates the fund had a 0.22 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Small Midcap Dividend Income, which you can use to evaluate the volatility of the fund. Please review Small-midcap Dividend's Coefficient Of Variation of 399.78, risk adjusted performance of 0.1933, and Semi Deviation of 0.4561 to confirm if our risk estimates are consistent with your expectations. The entity has a beta of 1.02, which indicates a somewhat significant risk relative to the market. Small-midcap Dividend returns are very sensitive to returns on the market. As the market goes up or down, Small-midcap Dividend is expected to follow.
Auto-correlation | 0.60 |
Good predictability
Small Midcap Dividend Income has good predictability. Overlapping area represents the amount of predictability between Small-midcap Dividend 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 Small Midcap Dividend price movement. The serial correlation of 0.6 indicates that roughly 60.0% of current Small-midcap Dividend price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.6 | |
| Spearman Rank Test | 0.6 | |
| Residual Average | 0.0 | |
| Price Variance | 0.17 |
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 Small-midcap Mutual Fund
Small-midcap Dividend financial ratios help investors to determine whether Small-midcap 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 Small-midcap with respect to the benefits of owning Small-midcap Dividend security.
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