Villere Balanced Fund Market Value

VILLX Fund  USD 20.55  0.12  0.59%   
Villere Balanced's market value is the price at which a share of Villere Balanced trades on a public exchange. It measures the collective expectations of Villere Balanced Fund investors about its performance. Villere Balanced is trading at 20.55 as of the 31st of January 2025; that is 0.59 percent up since the beginning of the trading day. The fund's open price was 20.43.
With this module, you can estimate the performance of a buy and hold strategy of Villere Balanced Fund and determine expected loss or profit from investing in Villere Balanced over a given investment horizon. Check out Villere Balanced Correlation, Villere Balanced Volatility and Villere Balanced Alpha and Beta module to complement your research on Villere Balanced.
Symbol

Please note, there is a significant difference between Villere Balanced's value and its price as these two are different measures arrived at by different means. Investors typically determine if Villere Balanced is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Villere Balanced'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.

Villere Balanced '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 Villere Balanced'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 Villere Balanced.
0.00
02/11/2023
No Change 0.00  0.0 
In 1 year 11 months and 22 days
01/31/2025
0.00
If you would invest  0.00  in Villere Balanced on February 11, 2023 and sell it all today you would earn a total of 0.00 from holding Villere Balanced Fund or generate 0.0% return on investment in Villere Balanced over 720 days. Villere Balanced is related to or competes with Buffalo Flexible, James Balanced:, Mairs Power, Amg Yacktman, and Hennessy Gas. The fund invests in a combination of common stocks of domestic companies with a minimum market capitalization of 150 mil... More

Villere Balanced 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 Villere Balanced'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 Villere Balanced Fund upside and downside potential and time the market with a certain degree of confidence.

Villere Balanced Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Villere Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Villere Balanced's standard deviation. In reality, there are many statistical measures that can use Villere Balanced historical prices to predict the future Villere Balanced's volatility.
Hype
Prediction
LowEstimatedHigh
19.9320.5521.17
Details
Intrinsic
Valuation
LowRealHigh
19.8620.4821.10
Details
Naive
Forecast
LowNextHigh
19.8820.5021.12
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
19.5120.1120.70
Details

Villere Balanced Backtested Returns

At this stage we consider Villere Mutual Fund to be very steady. Villere Balanced owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.032, which indicates the fund had a 0.032 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Villere Balanced Fund, which you can use to evaluate the volatility of the fund. Please validate Villere Balanced's Semi Deviation of 0.5674, coefficient of variation of 3121.76, and Risk Adjusted Performance of 0.0233 to confirm if the risk estimate we provide is consistent with the expected return of 0.0198%. The entity has a beta of 0.38, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Villere Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Villere Balanced is expected to be smaller as well.

Auto-correlation

    
  -0.45  

Modest reverse predictability

Villere Balanced Fund has modest reverse predictability. Overlapping area represents the amount of predictability between Villere Balanced time series from 11th of February 2023 to 6th of February 2024 and 6th of February 2024 to 31st of January 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 Villere Balanced price movement. The serial correlation of -0.45 indicates that just about 45.0% of current Villere Balanced price fluctuation can be explain by its past prices.
Correlation Coefficient-0.45
Spearman Rank Test0.2
Residual Average0.0
Price Variance0.16

Villere Balanced lagged returns against current returns

Autocorrelation, which is Villere Balanced 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 Villere Balanced's mutual fund expected returns. We can calculate the autocorrelation of Villere Balanced returns to help us make a trade decision. For example, suppose you find that Villere Balanced 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  

Villere Balanced 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 Villere Balanced mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Villere Balanced mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Villere Balanced mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Villere Balanced Lagged Returns

When evaluating Villere Balanced's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Villere Balanced mutual fund have on its future price. Villere Balanced 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, Villere Balanced autocorrelation shows the relationship between Villere Balanced mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Villere Balanced Fund.
   Regressed Prices   
       Timeline  

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Other Information on Investing in Villere Mutual Fund

Villere Balanced financial ratios help investors to determine whether Villere 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 Villere with respect to the benefits of owning Villere Balanced security.
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