Portfolio's market value is the price at which a share of Portfolio trades on a public exchange. It measures the collective expectations of Portfolio 21 Global investors about its performance. Portfolio is trading at 56.07 as of the 15th of February 2026; that is 0.09 percent up since the beginning of the trading day. The fund's open price was 56.02. With this module, you can estimate the performance of a buy and hold strategy of Portfolio 21 Global and determine expected loss or profit from investing in Portfolio over a given investment horizon. Check out Portfolio Correlation, Portfolio Volatility and Portfolio Performance module to complement your research on Portfolio.
It's important to distinguish between Portfolio's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Portfolio should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. However, Portfolio'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.
Portfolio '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 Portfolio'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 Portfolio.
0.00
11/17/2025
No Change 0.00
0.0
In 2 months and 31 days
02/15/2026
0.00
If you would invest 0.00 in Portfolio on November 17, 2025 and sell it all today you would earn a total of 0.00 from holding Portfolio 21 Global or generate 0.0% return on investment in Portfolio over 90 days. Portfolio is related to or competes with Portfolio, T Rowe, Global Real, Value Line, Global Stock, Global Stock, and Global Stock. Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80 percent of its net assets in equity securities of small and mid-sized companies that meet Trilliums Environmental, Social, and Governance criteria. More
Portfolio 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 Portfolio'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 Portfolio 21 Global 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 Portfolio's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Portfolio's standard deviation. In reality, there are many statistical measures that can use Portfolio historical prices to predict the future Portfolio's volatility.
Portfolio appears to be very steady, given 3 months investment horizon. Portfolio 21 Global maintains Sharpe Ratio (i.e., Efficiency) of 0.16, which implies the entity had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Portfolio 21 Global, which you can use to evaluate the volatility of the fund. Please evaluate Portfolio's Coefficient Of Variation of 689.32, risk adjusted performance of 0.1234, and Semi Deviation of 0.2679 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of 0.44, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Portfolio's returns are expected to increase less than the market. However, during the bear market, the loss of holding Portfolio is expected to be smaller as well.
Auto-correlation
0.25
Poor predictability
Portfolio 21 Global has poor predictability. Overlapping area represents the amount of predictability between Portfolio time series from 17th of November 2025 to 1st of January 2026 and 1st of January 2026 to 15th 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 Portfolio 21 Global price movement. The serial correlation of 0.25 indicates that over 25.0% of current Portfolio price fluctuation can be explain by its past prices.
Correlation Coefficient
0.25
Spearman Rank Test
0.29
Residual Average
0.0
Price Variance
0.17
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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 Portfolio Mutual Fund
Portfolio financial ratios help investors to determine whether Portfolio 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 Portfolio with respect to the benefits of owning Portfolio security.