Stocksplus Total Return Fund Market Value
| PTOAX Fund | USD 12.34 0.05 0.41% |
| Symbol | Stocksplus |
Stocksplus Total '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 Total'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 Total.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Stocksplus Total on October 31, 2025 and sell it all today you would earn a total of 0.00 from holding Stocksplus Total Return or generate 0.0% return on investment in Stocksplus Total over 90 days. Stocksplus Total is related to or competes with Stocksplus Total, Nationwide, Columbia Select, River Canyon, Ssga Sp, Goldman Sachs, and Emerging Markets. 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 Total 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 Total'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 Total Return upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9452 | |||
| Information Ratio | 0.0993 | |||
| Maximum Drawdown | 15.41 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 1.33 |
Stocksplus Total Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stocksplus Total's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Stocksplus Total's standard deviation. In reality, there are many statistical measures that can use Stocksplus Total historical prices to predict the future Stocksplus Total's volatility.| Risk Adjusted Performance | 0.1024 | |||
| Jensen Alpha | 0.1744 | |||
| Total Risk Alpha | 0.1038 | |||
| Sortino Ratio | 0.1926 | |||
| Treynor Ratio | 0.2031 |
Stocksplus Total January 29, 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 | 0.1024 | |||
| Market Risk Adjusted Performance | 0.2131 | |||
| Mean Deviation | 0.7584 | |||
| Semi Deviation | 0.5524 | |||
| Downside Deviation | 0.9452 | |||
| Coefficient Of Variation | 753.42 | |||
| Standard Deviation | 1.83 | |||
| Variance | 3.36 | |||
| Information Ratio | 0.0993 | |||
| Jensen Alpha | 0.1744 | |||
| Total Risk Alpha | 0.1038 | |||
| Sortino Ratio | 0.1926 | |||
| Treynor Ratio | 0.2031 | |||
| Maximum Drawdown | 15.41 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 1.33 | |||
| Downside Variance | 0.8934 | |||
| Semi Variance | 0.3051 | |||
| Expected Short fall | (0.92) | |||
| Skewness | 5.87 | |||
| Kurtosis | 41.92 |
Stocksplus Total Return Backtested Returns
Stocksplus Total appears to be not too volatile, given 3 months investment horizon. Stocksplus Total Return owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.13, which indicates the fund had a 0.13 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Stocksplus Total Return, which you can use to evaluate the volatility of the fund. Please review Stocksplus Total's Coefficient Of Variation of 753.42, risk adjusted performance of 0.1024, and Semi Deviation of 0.5524 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. Stocksplus Total returns are very sensitive to returns on the market. As the market goes up or down, Stocksplus Total is expected to follow.
Auto-correlation | 0.36 |
Below average predictability
Stocksplus Total Return has below average predictability. Overlapping area represents the amount of predictability between Stocksplus Total time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 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 Total Return price movement. The serial correlation of 0.36 indicates that just about 36.0% of current Stocksplus Total price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.36 | |
| Spearman Rank Test | 0.37 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Also Currently Popular
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Other Information on Investing in Stocksplus Mutual Fund
Stocksplus Total 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 Total security.
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