Income Stock Fund Market Value
| UIISX Fund | USD 19.66 0.06 0.31% |
| Symbol | Income |
Income Stock '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 Income Stock'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 Income Stock.
| 11/21/2025 |
| 02/19/2026 |
If you would invest 0.00 in Income Stock on November 21, 2025 and sell it all today you would earn a total of 0.00 from holding Income Stock Fund or generate 0.0% return on investment in Income Stock over 90 days. Income Stock is related to or competes with Vanguard Financials, Prudential Jennison, Fidelity Advisor, Transamerica Financial, and 1919 Financial. The fund normally invests at least 80 percent of its assets in common stocks, with at least 65 percent of the funds asse... More
Income Stock 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 Income Stock'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 Income Stock Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6409 | |||
| Information Ratio | 0.1891 | |||
| Maximum Drawdown | 9.57 | |||
| Value At Risk | (0.93) | |||
| Potential Upside | 1.57 |
Income Stock Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Income Stock's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Income Stock's standard deviation. In reality, there are many statistical measures that can use Income Stock historical prices to predict the future Income Stock's volatility.| Risk Adjusted Performance | 0.1838 | |||
| Jensen Alpha | 0.2417 | |||
| Total Risk Alpha | 0.208 | |||
| Sortino Ratio | 0.3541 | |||
| Treynor Ratio | 0.4412 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Income Stock'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.
Income Stock February 19, 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 | 0.1838 | |||
| Market Risk Adjusted Performance | 0.4512 | |||
| Mean Deviation | 0.6656 | |||
| Semi Deviation | 0.0834 | |||
| Downside Deviation | 0.6409 | |||
| Coefficient Of Variation | 438.74 | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.44 | |||
| Information Ratio | 0.1891 | |||
| Jensen Alpha | 0.2417 | |||
| Total Risk Alpha | 0.208 | |||
| Sortino Ratio | 0.3541 | |||
| Treynor Ratio | 0.4412 | |||
| Maximum Drawdown | 9.57 | |||
| Value At Risk | (0.93) | |||
| Potential Upside | 1.57 | |||
| Downside Variance | 0.4108 | |||
| Semi Variance | 0.007 | |||
| Expected Short fall | (0.85) | |||
| Skewness | 4.29 | |||
| Kurtosis | 27.61 |
Income Stock Backtested Returns
Income Stock appears to be very steady, given 3 months investment horizon. Income Stock holds Efficiency (Sharpe) Ratio of 0.27, which attests that the entity had a 0.27 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Income Stock, which you can use to evaluate the volatility of the entity. Please utilize Income Stock's Market Risk Adjusted Performance of 0.4512, downside deviation of 0.6409, and Risk Adjusted Performance of 0.1838 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of 0.6, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Income Stock's returns are expected to increase less than the market. However, during the bear market, the loss of holding Income Stock is expected to be smaller as well.
Auto-correlation | 0.79 |
Good predictability
Income Stock Fund has good predictability. Overlapping area represents the amount of predictability between Income Stock time series from 21st of November 2025 to 5th of January 2026 and 5th of January 2026 to 19th 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 Income Stock price movement. The serial correlation of 0.79 indicates that around 79.0% of current Income Stock price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.79 | |
| Spearman Rank Test | 0.82 | |
| Residual Average | 0.0 | |
| Price Variance | 0.14 |
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 Income Mutual Fund
Income Stock financial ratios help investors to determine whether Income 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 Income with respect to the benefits of owning Income Stock security.
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