Summit Global's market value is the price at which a share of Summit Global trades on a public exchange. It measures the collective expectations of Summit Global Investments investors about its performance. Summit Global is trading at 34.19 as of the 26th of February 2026; that is 0.29 percent up since the beginning of the trading day. The fund's open price was 34.09. With this module, you can estimate the performance of a buy and hold strategy of Summit Global Investments and determine expected loss or profit from investing in Summit Global over a given investment horizon. Check out Summit Global Correlation, Summit Global Volatility and Summit Global Performance module to complement your research on Summit Global.
Please note, there is a significant difference between Summit Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Summit Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Summit Global'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.
Summit Global '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 Summit Global'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 Summit Global.
0.00
11/28/2025
No Change 0.00
0.0
In 3 months and 1 day
02/26/2026
0.00
If you would invest 0.00 in Summit Global on November 28, 2025 and sell it all today you would earn a total of 0.00 from holding Summit Global Investments or generate 0.0% return on investment in Summit Global over 90 days. Summit Global is related to or competes with Summit Global, Sgi Peak, Sgi Prudent, Summit Global, Bogle Small, and Summit Global. Under normal market conditions, the fund invests at least 80 percent of the value of its net assets, plus any borrowings... More
Summit Global 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 Summit Global'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 Summit Global Investments 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 Summit Global's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Summit Global's standard deviation. In reality, there are many statistical measures that can use Summit Global historical prices to predict the future Summit Global's volatility.
Summit Global appears to be very steady, given 3 months investment horizon. Summit Global Investments 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-seven technical indicators for Summit Global Investments, which you can use to evaluate the volatility of the fund. Please review Summit Global's Risk Adjusted Performance of 0.1868, downside deviation of 0.5292, and Standard Deviation of 1.39 to confirm if our risk estimates are consistent with your expectations. The entity has a beta of 0.41, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Summit Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Summit Global is expected to be smaller as well.
Auto-correlation
0.78
Good predictability
Summit Global Investments has good predictability. Overlapping area represents the amount of predictability between Summit Global time series from 28th of November 2025 to 12th of January 2026 and 12th of January 2026 to 26th 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 Summit Global Investments price movement. The serial correlation of 0.78 indicates that around 78.0% of current Summit Global price fluctuation can be explain by its past prices.
Correlation Coefficient
0.78
Spearman Rank Test
0.79
Residual Average
0.0
Price Variance
0.34
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Other Information on Investing in Summit Mutual Fund
Summit Global financial ratios help investors to determine whether Summit 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 Summit with respect to the benefits of owning Summit Global security.