Stocksplus Fund Institutional Fund Market Value
| PSTKX Fund | USD 12.71 0.01 0.08% |
| Symbol | Stocksplus |
Stocksplus Fund '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 Stocksplus Fund'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 Stocksplus Fund.
| 11/17/2025 |
| 02/15/2026 |
If you would invest 0.00 in Stocksplus Fund on November 17, 2025 and sell it all today you would earn a total of 0.00 from holding Stocksplus Fund Institutional or generate 0.0% return on investment in Stocksplus Fund over 90 days. Stocksplus Fund is related to or competes with Growth Fund, Virtus Kar, Pimco Rae, Stocksplus Total, Columbia Small, Ivy Emerging, and Jpmorgan Smartretirement*. The fund seeks to exceed the total return of the SP 500 Index by investing under normal circumstances in SP 500 Index de... More
Stocksplus Fund 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 Stocksplus Fund'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 Stocksplus Fund Institutional upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9082 | |||
| Information Ratio | 0.1045 | |||
| Maximum Drawdown | 13.25 | |||
| Value At Risk | (1.60) | |||
| Potential Upside | 1.61 |
Stocksplus Fund Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stocksplus Fund's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Stocksplus Fund's standard deviation. In reality, there are many statistical measures that can use Stocksplus Fund historical prices to predict the future Stocksplus Fund's volatility.| Risk Adjusted Performance | 0.1233 | |||
| Jensen Alpha | 0.1757 | |||
| Total Risk Alpha | 0.1105 | |||
| Sortino Ratio | 0.1925 | |||
| Treynor Ratio | 0.2383 |
Stocksplus Fund February 15, 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 | 0.1233 | |||
| Market Risk Adjusted Performance | 0.2483 | |||
| Mean Deviation | 0.8032 | |||
| Semi Deviation | 0.5429 | |||
| Downside Deviation | 0.9082 | |||
| Coefficient Of Variation | 683.2 | |||
| Standard Deviation | 1.67 | |||
| Variance | 2.8 | |||
| Information Ratio | 0.1045 | |||
| Jensen Alpha | 0.1757 | |||
| Total Risk Alpha | 0.1105 | |||
| Sortino Ratio | 0.1925 | |||
| Treynor Ratio | 0.2383 | |||
| Maximum Drawdown | 13.25 | |||
| Value At Risk | (1.60) | |||
| Potential Upside | 1.61 | |||
| Downside Variance | 0.8248 | |||
| Semi Variance | 0.2948 | |||
| Expected Short fall | (1.06) | |||
| Skewness | 4.65 | |||
| Kurtosis | 28.82 |
Stocksplus Fund Inst Backtested Returns
Stocksplus Fund appears to be not too volatile, given 3 months investment horizon. Stocksplus Fund Inst owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.18, which indicates the fund had a 0.18 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Stocksplus Fund Institutional, which you can use to evaluate the volatility of the fund. Please review Stocksplus Fund's Coefficient Of Variation of 683.2, risk adjusted performance of 0.1233, and Semi Deviation of 0.5429 to confirm if our risk estimates are consistent with your expectations. The entity has a beta of 0.99, which indicates possible diversification benefits within a given portfolio. Stocksplus Fund returns are very sensitive to returns on the market. As the market goes up or down, Stocksplus Fund is expected to follow.
Auto-correlation | -0.11 |
Insignificant reverse predictability
Stocksplus Fund Institutional has insignificant reverse predictability. Overlapping area represents the amount of predictability between Stocksplus Fund 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 Stocksplus Fund Inst price movement. The serial correlation of -0.11 indicates that less than 11.0% of current Stocksplus Fund price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.11 | |
| Spearman Rank Test | -0.12 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
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 Stocksplus Mutual Fund
Stocksplus Fund financial ratios help investors to determine whether Stocksplus 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 Stocksplus with respect to the benefits of owning Stocksplus Fund security.
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