My529 Large Cap Fund Market Value
| UTDLX Fund | USD 14.78 0.06 0.41% |
| Symbol | My529 |
Please note, there is a significant difference between My529 Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if My529 Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, My529 Large'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.
My529 Large '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 My529 Large'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 My529 Large.
| 01/01/2025 |
| 12/27/2025 |
If you would invest 0.00 in My529 Large on January 1, 2025 and sell it all today you would earn a total of 0.00 from holding My529 Large Cap or generate 0.0% return on investment in My529 Large over 360 days. My529 Large is related to or competes with Great West, Omni Small, Amg River, Vanguard Small, Hennessy Nerstone, and Lsv Small. My529 Large is entity of United States. It is traded as Fund on NMFQS exchange. More
My529 Large 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 My529 Large'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 My529 Large Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8348 | |||
| Information Ratio | 0.0158 | |||
| Maximum Drawdown | 3.3 | |||
| Value At Risk | (1.08) | |||
| Potential Upside | 1.16 |
My529 Large Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for My529 Large's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as My529 Large's standard deviation. In reality, there are many statistical measures that can use My529 Large historical prices to predict the future My529 Large's volatility.| Risk Adjusted Performance | 0.093 | |||
| Jensen Alpha | 0.019 | |||
| Total Risk Alpha | 0.0081 | |||
| Sortino Ratio | 0.0139 | |||
| Treynor Ratio | 0.0963 |
My529 Large Cap Backtested Returns
At this stage we consider My529 Mutual Fund to be very steady. My529 Large Cap retains Efficiency (Sharpe Ratio) of 0.13, which conveys 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 My529 Large, which you can use to evaluate the volatility of the fund. Please verify My529 Large's Coefficient Of Variation of 758.39, market risk adjusted performance of 0.1063, and Mean Deviation of 0.5641 to check out if the risk estimate we provide is consistent with the expected return of 0.0919%. The fund owns a Beta (Systematic Risk) of 0.9, which conveys possible diversification benefits within a given portfolio. My529 Large returns are very sensitive to returns on the market. As the market goes up or down, My529 Large is expected to follow.
Auto-correlation | -0.3 |
Weak reverse predictability
My529 Large Cap has weak reverse predictability. Overlapping area represents the amount of predictability between My529 Large time series from 1st of January 2025 to 30th of June 2025 and 30th of June 2025 to 27th of December 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of My529 Large Cap price movement. The serial correlation of -0.3 indicates that nearly 30.0% of current My529 Large price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.3 | |
| Spearman Rank Test | -0.31 | |
| Residual Average | 0.0 | |
| Price Variance | 0.16 |
My529 Large Cap lagged returns against current returns
Autocorrelation, which is My529 Large mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting My529 Large's mutual fund expected returns. We can calculate the autocorrelation of My529 Large returns to help us make a trade decision. For example, suppose you find that My529 Large has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
Current and Lagged Values |
| Timeline |
My529 Large regressed lagged prices vs. current prices
Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If My529 Large mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if My529 Large mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in My529 Large mutual fund over time.
Current vs Lagged Prices |
| Timeline |
My529 Large Lagged Returns
When evaluating My529 Large's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of My529 Large mutual fund have on its future price. My529 Large autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, My529 Large autocorrelation shows the relationship between My529 Large mutual fund current value and its past values and can show if there is a momentum factor associated with investing in My529 Large Cap.
Regressed Prices |
| Timeline |
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 My529 Mutual Fund
My529 Large financial ratios help investors to determine whether My529 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 My529 with respect to the benefits of owning My529 Large security.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas |