Stralem Equity Fund Market Value
| STRAX Fund | USD 37.97 0.25 0.65% |
| Symbol | Stralem |
Stralem Equity '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 Stralem Equity'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 Stralem Equity.
| 10/28/2025 |
| 01/26/2026 |
If you would invest 0.00 in Stralem Equity on October 28, 2025 and sell it all today you would earn a total of 0.00 from holding Stralem Equity Fund or generate 0.0% return on investment in Stralem Equity over 90 days. Stralem Equity is related to or competes with Harbor Diversified, Victory Diversified, Hotchkis Wiley, T Rowe, Fidelity Advisor, Small Cap, and The Gabelli. The investment seeks maximum long-term total return, by investing primarily in equity securities of large companies More
Stralem Equity 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 Stralem Equity'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 Stralem Equity Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7669 | |||
| Information Ratio | 0.0487 | |||
| Maximum Drawdown | 2.99 | |||
| Value At Risk | (1.27) | |||
| Potential Upside | 1.31 |
Stralem Equity Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stralem Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Stralem Equity's standard deviation. In reality, there are many statistical measures that can use Stralem Equity historical prices to predict the future Stralem Equity's volatility.| Risk Adjusted Performance | 0.1122 | |||
| Jensen Alpha | 0.1037 | |||
| Total Risk Alpha | 0.0347 | |||
| Sortino Ratio | 0.0478 | |||
| Treynor Ratio | 5.7 |
Stralem Equity January 26, 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 | 0.1122 | |||
| Market Risk Adjusted Performance | 5.71 | |||
| Mean Deviation | 0.6033 | |||
| Semi Deviation | 0.5691 | |||
| Downside Deviation | 0.7669 | |||
| Coefficient Of Variation | 654.33 | |||
| Standard Deviation | 0.7523 | |||
| Variance | 0.5659 | |||
| Information Ratio | 0.0487 | |||
| Jensen Alpha | 0.1037 | |||
| Total Risk Alpha | 0.0347 | |||
| Sortino Ratio | 0.0478 | |||
| Treynor Ratio | 5.7 | |||
| Maximum Drawdown | 2.99 | |||
| Value At Risk | (1.27) | |||
| Potential Upside | 1.31 | |||
| Downside Variance | 0.5882 | |||
| Semi Variance | 0.3238 | |||
| Expected Short fall | (0.66) | |||
| Skewness | (0.16) | |||
| Kurtosis | (0.52) |
Stralem Equity Backtested Returns
At this stage we consider Stralem Mutual Fund to be very steady. Stralem Equity owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.17, which indicates the fund had a 0.17 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Stralem Equity Fund, which you can use to evaluate the volatility of the fund. Please validate Stralem Equity's Semi Deviation of 0.5691, risk adjusted performance of 0.1122, and Coefficient Of Variation of 654.33 to confirm if the risk estimate we provide is consistent with the expected return of 0.13%. The entity has a beta of 0.0184, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Stralem Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Stralem Equity is expected to be smaller as well.
Auto-correlation | 0.45 |
Average predictability
Stralem Equity Fund has average predictability. Overlapping area represents the amount of predictability between Stralem Equity time series from 28th of October 2025 to 12th of December 2025 and 12th of December 2025 to 26th 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 Stralem Equity price movement. The serial correlation of 0.45 indicates that just about 45.0% of current Stralem Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.45 | |
| Spearman Rank Test | 0.58 | |
| Residual Average | 0.0 | |
| Price Variance | 0.39 |
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 Stralem Mutual Fund
Stralem Equity financial ratios help investors to determine whether Stralem 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 Stralem with respect to the benefits of owning Stralem Equity security.
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