Heritage Fund Investor Fund Market Value
| TWHIX Fund | USD 20.70 0.23 1.12% |
| Symbol | Heritage |
Heritage Fund '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 Heritage Fund'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 Heritage Fund.
| 11/16/2025 |
| 02/14/2026 |
If you would invest 0.00 in Heritage Fund on November 16, 2025 and sell it all today you would earn a total of 0.00 from holding Heritage Fund Investor or generate 0.0% return on investment in Heritage Fund over 90 days. Heritage Fund is related to or competes with Mid Cap, Equity Growth, Income Growth, Diversified Bond, Emerging Markets, Short Term, and Value Fund. The fund normally invests in stocks of medium-sized companies that the adviser believes will increase in value over time... More
Heritage Fund 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 Heritage Fund'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 Heritage Fund Investor upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.22 | |||
| Information Ratio | 0.0846 | |||
| Maximum Drawdown | 29.98 | |||
| Value At Risk | (2.11) | |||
| Potential Upside | 1.52 |
Heritage Fund Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Heritage Fund's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Heritage Fund's standard deviation. In reality, there are many statistical measures that can use Heritage Fund historical prices to predict the future Heritage Fund's volatility.| Risk Adjusted Performance | 0.0918 | |||
| Jensen Alpha | 0.3211 | |||
| Total Risk Alpha | 0.0971 | |||
| Sortino Ratio | 0.2489 | |||
| Treynor Ratio | 0.5157 |
Heritage Fund February 14, 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 | 0.0918 | |||
| Market Risk Adjusted Performance | 0.5257 | |||
| Mean Deviation | 1.35 | |||
| Semi Deviation | 0.889 | |||
| Downside Deviation | 1.22 | |||
| Coefficient Of Variation | 960.07 | |||
| Standard Deviation | 3.58 | |||
| Variance | 12.85 | |||
| Information Ratio | 0.0846 | |||
| Jensen Alpha | 0.3211 | |||
| Total Risk Alpha | 0.0971 | |||
| Sortino Ratio | 0.2489 | |||
| Treynor Ratio | 0.5157 | |||
| Maximum Drawdown | 29.98 | |||
| Value At Risk | (2.11) | |||
| Potential Upside | 1.52 | |||
| Downside Variance | 1.49 | |||
| Semi Variance | 0.7903 | |||
| Expected Short fall | (1.74) | |||
| Skewness | 6.84 | |||
| Kurtosis | 52.26 |
Heritage Fund Investor Backtested Returns
Heritage Fund appears to be not too volatile, given 3 months investment horizon. Heritage Fund Investor holds Efficiency (Sharpe) Ratio of 0.13, which attests that the entity had a 0.13 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Heritage Fund Investor, which you can use to evaluate the volatility of the entity. Please utilize Heritage Fund's Market Risk Adjusted Performance of 0.5257, risk adjusted performance of 0.0918, and Downside Deviation of 1.22 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of 0.7, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Heritage Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Heritage Fund is expected to be smaller as well.
Auto-correlation | -0.78 |
Almost perfect reverse predictability
Heritage Fund Investor has almost perfect reverse predictability. Overlapping area represents the amount of predictability between Heritage Fund time series from 16th of November 2025 to 31st of December 2025 and 31st of December 2025 to 14th 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 Heritage Fund Investor price movement. The serial correlation of -0.78 indicates that around 78.0% of current Heritage Fund price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.78 | |
| Spearman Rank Test | -0.54 | |
| Residual Average | 0.0 | |
| Price Variance | 0.17 |
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 Heritage Mutual Fund
Heritage Fund financial ratios help investors to determine whether Heritage 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 Heritage with respect to the benefits of owning Heritage Fund security.
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