Equity Growth Strategy Fund Market Value
| RELCX Fund | USD 14.10 0.08 0.57% |
| Symbol | Equity |
Equity Growth '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 Equity Growth'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 Equity Growth.
| 10/25/2025 |
| 01/23/2026 |
If you would invest 0.00 in Equity Growth on October 25, 2025 and sell it all today you would earn a total of 0.00 from holding Equity Growth Strategy or generate 0.0% return on investment in Equity Growth over 90 days. Equity Growth is related to or competes with Aqr Long-short, Touchstone International, T Rowe, Pioneer International, Gmo Global, Transamerica International, and Qs International. The investment seeks to provide high long term capital appreciation More
Equity Growth 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 Equity Growth'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 Equity Growth Strategy upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6989 | |||
| Information Ratio | 0.0889 | |||
| Maximum Drawdown | 13.49 | |||
| Value At Risk | (0.98) | |||
| Potential Upside | 1.01 |
Equity Growth Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Equity Growth's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Equity Growth's standard deviation. In reality, there are many statistical measures that can use Equity Growth historical prices to predict the future Equity Growth's volatility.| Risk Adjusted Performance | 0.118 | |||
| Jensen Alpha | 0.1697 | |||
| Total Risk Alpha | 0.031 | |||
| Sortino Ratio | 0.2088 | |||
| Treynor Ratio | 0.3209 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Equity Growth'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.
Equity Growth January 23, 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 | 0.118 | |||
| Market Risk Adjusted Performance | 0.3309 | |||
| Mean Deviation | 0.6736 | |||
| Semi Deviation | 0.1868 | |||
| Downside Deviation | 0.6989 | |||
| Coefficient Of Variation | 656.7 | |||
| Standard Deviation | 1.64 | |||
| Variance | 2.69 | |||
| Information Ratio | 0.0889 | |||
| Jensen Alpha | 0.1697 | |||
| Total Risk Alpha | 0.031 | |||
| Sortino Ratio | 0.2088 | |||
| Treynor Ratio | 0.3209 | |||
| Maximum Drawdown | 13.49 | |||
| Value At Risk | (0.98) | |||
| Potential Upside | 1.01 | |||
| Downside Variance | 0.4885 | |||
| Semi Variance | 0.0349 | |||
| Expected Short fall | (0.85) | |||
| Skewness | 6.25 | |||
| Kurtosis | 45.27 |
Equity Growth Strategy Backtested Returns
Equity Growth appears to be very steady, given 3 months investment horizon. Equity Growth Strategy secures Sharpe Ratio (or Efficiency) of 0.14, which denotes the fund had a 0.14 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Equity Growth Strategy, which you can use to evaluate the volatility of the entity. Please utilize Equity Growth's Mean Deviation of 0.6736, downside deviation of 0.6989, and Coefficient Of Variation of 656.7 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.75, which means possible diversification benefits within a given portfolio. As returns on the market increase, Equity Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Equity Growth is expected to be smaller as well.
Auto-correlation | -0.15 |
Insignificant reverse predictability
Equity Growth Strategy has insignificant reverse predictability. Overlapping area represents the amount of predictability between Equity Growth time series from 25th of October 2025 to 9th of December 2025 and 9th of December 2025 to 23rd 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 Equity Growth Strategy price movement. The serial correlation of -0.15 indicates that less than 15.0% of current Equity Growth price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.15 | |
| Spearman Rank Test | 0.07 | |
| Residual Average | 0.0 | |
| Price Variance | 0.55 |
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 Equity Mutual Fund
Equity Growth financial ratios help investors to determine whether Equity 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 Equity with respect to the benefits of owning Equity Growth security.
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