Large Cap Value Fund Market Value
| SLVCX Fund | USD 16.01 0.02 0.12% |
| Symbol | Large |
Large Cap '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 Large Cap'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 Large Cap.
| 10/29/2025 |
| 01/27/2026 |
If you would invest 0.00 in Large Cap on October 29, 2025 and sell it all today you would earn a total of 0.00 from holding Large Cap Value or generate 0.0% return on investment in Large Cap over 90 days. Large Cap is related to or competes with T Rowe, Jhancock Real, Davis Real, Commonwealth Real, Global Real, Short Real, and Cohen Steers. The fund will normally invest at least 80 percent of its total assets in a diversified portfolio of equity securities is... More
Large Cap 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 Large Cap'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 Large Cap Value upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9567 | |||
| Information Ratio | 0.1304 | |||
| Maximum Drawdown | 29.29 | |||
| Value At Risk | (1.27) | |||
| Potential Upside | 1.55 |
Large Cap Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Large Cap's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Large Cap's standard deviation. In reality, there are many statistical measures that can use Large Cap historical prices to predict the future Large Cap's volatility.| Risk Adjusted Performance | 0.1209 | |||
| Jensen Alpha | 0.4848 | |||
| Total Risk Alpha | 0.1865 | |||
| Sortino Ratio | 0.4671 | |||
| Treynor Ratio | 1.11 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Large Cap'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.
Large Cap January 27, 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 | 0.1209 | |||
| Market Risk Adjusted Performance | 1.12 | |||
| Mean Deviation | 1.07 | |||
| Downside Deviation | 0.9567 | |||
| Coefficient Of Variation | 649.23 | |||
| Standard Deviation | 3.43 | |||
| Variance | 11.74 | |||
| Information Ratio | 0.1304 | |||
| Jensen Alpha | 0.4848 | |||
| Total Risk Alpha | 0.1865 | |||
| Sortino Ratio | 0.4671 | |||
| Treynor Ratio | 1.11 | |||
| Maximum Drawdown | 29.29 | |||
| Value At Risk | (1.27) | |||
| Potential Upside | 1.55 | |||
| Downside Variance | 0.9153 | |||
| Semi Variance | (0.1) | |||
| Expected Short fall | (1.28) | |||
| Skewness | 7.45 | |||
| Kurtosis | 58.69 |
Large Cap Value Backtested Returns
Large Cap appears to be not too volatile, given 3 months investment horizon. Large Cap Value has Sharpe Ratio of 0.17, which conveys that the entity had a 0.17 % return per unit of risk over the last 3 months. By analyzing Large Cap's technical indicators, you can evaluate if the expected return of 0.61% is justified by implied risk. Please exercise Large Cap's Mean Deviation of 1.07, risk adjusted performance of 0.1209, and Coefficient Of Variation of 649.23 to check out if our risk estimates are consistent with your expectations. The fund secures a Beta (Market Risk) of 0.47, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Large Cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Large Cap is expected to be smaller as well.
Auto-correlation | 0.42 |
Average predictability
Large Cap Value has average predictability. Overlapping area represents the amount of predictability between Large Cap time series from 29th of October 2025 to 13th of December 2025 and 13th of December 2025 to 27th 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 Large Cap Value price movement. The serial correlation of 0.42 indicates that just about 42.0% of current Large Cap price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.42 | |
| Spearman Rank Test | 0.8 | |
| Residual Average | 0.0 | |
| Price Variance | 0.06 |
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.| HITI | High Tide | |
| HITI | High Tide | |
| BAC | Bank of America |
Other Information on Investing in Large Mutual Fund
Large Cap financial ratios help investors to determine whether Large 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 Large with respect to the benefits of owning Large Cap security.
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |