Polar Capital Emerging Fund Market Value
| POLEX Fund | USD 11.26 0.03 0.27% |
| Symbol | Polar |
Polar Capital '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 Polar Capital'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 Polar Capital.
| 11/18/2025 |
| 02/16/2026 |
If you would invest 0.00 in Polar Capital on November 18, 2025 and sell it all today you would earn a total of 0.00 from holding Polar Capital Emerging or generate 0.0% return on investment in Polar Capital over 90 days. Polar Capital is related to or competes with Polar Capital, Pimco California, Putnam High, Smead Funds, American Funds, and Virtus Kar. Under normal market conditions, the fund invests at least 80 percent of its net assets for investment purposes in equity... More
Polar Capital 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 Polar Capital'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 Polar Capital Emerging upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8633 | |||
| Information Ratio | 0.1031 | |||
| Maximum Drawdown | 4.3 | |||
| Value At Risk | (1.44) | |||
| Potential Upside | 1.81 |
Polar Capital Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Polar Capital's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Polar Capital's standard deviation. In reality, there are many statistical measures that can use Polar Capital historical prices to predict the future Polar Capital's volatility.| Risk Adjusted Performance | 0.1424 | |||
| Jensen Alpha | 0.1201 | |||
| Total Risk Alpha | 0.0882 | |||
| Sortino Ratio | 0.1172 | |||
| Treynor Ratio | 0.2355 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Polar Capital's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Polar Capital February 16, 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 | 0.1424 | |||
| Market Risk Adjusted Performance | 0.2455 | |||
| Mean Deviation | 0.7786 | |||
| Semi Deviation | 0.6619 | |||
| Downside Deviation | 0.8633 | |||
| Coefficient Of Variation | 573.65 | |||
| Standard Deviation | 0.9815 | |||
| Variance | 0.9633 | |||
| Information Ratio | 0.1031 | |||
| Jensen Alpha | 0.1201 | |||
| Total Risk Alpha | 0.0882 | |||
| Sortino Ratio | 0.1172 | |||
| Treynor Ratio | 0.2355 | |||
| Maximum Drawdown | 4.3 | |||
| Value At Risk | (1.44) | |||
| Potential Upside | 1.81 | |||
| Downside Variance | 0.7453 | |||
| Semi Variance | 0.4382 | |||
| Expected Short fall | (0.95) | |||
| Skewness | 0.299 | |||
| Kurtosis | (0.08) |
Polar Capital Emerging Backtested Returns
Polar Capital appears to be very steady, given 3 months investment horizon. Polar Capital Emerging maintains Sharpe Ratio (i.e., Efficiency) of 0.25, which implies the entity had a 0.25 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Polar Capital Emerging, which you can use to evaluate the volatility of the fund. Please evaluate Polar Capital's Coefficient Of Variation of 573.65, risk adjusted performance of 0.1424, and Semi Deviation of 0.6619 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of 0.68, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Polar Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Polar Capital is expected to be smaller as well.
Auto-correlation | 0.58 |
Modest predictability
Polar Capital Emerging has modest predictability. Overlapping area represents the amount of predictability between Polar Capital time series from 18th of November 2025 to 2nd of January 2026 and 2nd of January 2026 to 16th 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 Polar Capital Emerging price movement. The serial correlation of 0.58 indicates that roughly 58.0% of current Polar Capital price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.58 | |
| Spearman Rank Test | 0.54 | |
| 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 Polar Mutual Fund
Polar Capital financial ratios help investors to determine whether Polar 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 Polar with respect to the benefits of owning Polar Capital security.
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