Smallcap's market value is the price at which a share of Smallcap trades on a public exchange. It measures the collective expectations of Smallcap Sp 600 investors about its performance. Smallcap is trading at 26.96 as of the 12th of February 2026; that is 0.15 percent down since the beginning of the trading day. The fund's open price was 27.0. With this module, you can estimate the performance of a buy and hold strategy of Smallcap Sp 600 and determine expected loss or profit from investing in Smallcap over a given investment horizon. Check out Smallcap Correlation, Smallcap Volatility and Smallcap Performance module to complement your research on Smallcap.
It's important to distinguish between Smallcap's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Smallcap should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. However, Smallcap'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.
Smallcap '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 Smallcap'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 Smallcap.
0.00
11/14/2025
No Change 0.00
0.0
In 3 months and 1 day
02/12/2026
0.00
If you would invest 0.00 in Smallcap on November 14, 2025 and sell it all today you would earn a total of 0.00 from holding Smallcap Sp 600 or generate 0.0% return on investment in Smallcap over 90 days. Smallcap is related to or competes with Maryland Tax-free, Bbh Intermediate, Federated Bond, Touchstone Ohio, T Rowe, Oklahoma Municipal, and Rbc Bluebay. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment p... More
Smallcap 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 Smallcap'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 Smallcap Sp 600 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 Smallcap's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Smallcap's standard deviation. In reality, there are many statistical measures that can use Smallcap historical prices to predict the future Smallcap's volatility.
Smallcap appears to be very steady, given 3 months investment horizon. Smallcap Sp 600 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-six technical indicators for Smallcap Sp 600, which you can use to evaluate the volatility of the fund. Please review Smallcap's Coefficient Of Variation of 478.91, semi deviation of 0.5151, and Risk Adjusted Performance of 0.1708 to confirm if our risk estimates are consistent with your expectations. The entity has a beta of 1.15, which indicates 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, Smallcap will likely underperform.
Auto-correlation
0.79
Good predictability
Smallcap Sp 600 has good predictability. Overlapping area represents the amount of predictability between Smallcap time series from 14th of November 2025 to 29th of December 2025 and 29th of December 2025 to 12th 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 Smallcap Sp 600 price movement. The serial correlation of 0.79 indicates that around 79.0% of current Smallcap price fluctuation can be explain by its past prices.
Correlation Coefficient
0.79
Spearman Rank Test
0.8
Residual Average
0.0
Price Variance
0.39
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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 Smallcap Mutual Fund
Smallcap financial ratios help investors to determine whether Smallcap 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 Smallcap with respect to the benefits of owning Smallcap security.