Index Plus Largecap Fund Market Value
| VIPAX Fund | USD 30.22 0.22 0.73% |
| Symbol | Index |
Index Plus '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 Index Plus' 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 Index Plus.
| 11/24/2025 |
| 02/22/2026 |
If you would invest 0.00 in Index Plus on November 24, 2025 and sell it all today you would earn a total of 0.00 from holding Index Plus Largecap or generate 0.0% return on investment in Index Plus over 90 days. Index Plus is related to or competes with Federated Bond, Gmo Us, Omni Small-cap, Barings Active, Qs Us, Rbb Fund, and Small Cap. Under normal market conditions, the Portfolio invests at least 80 percent of its net assets in securities of large-capit... More
Index Plus 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 Index Plus' 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 Index Plus Largecap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8431 | |||
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 3.72 | |||
| Value At Risk | (1.28) | |||
| Potential Upside | 1.04 |
Index Plus Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Index Plus' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Index Plus' standard deviation. In reality, there are many statistical measures that can use Index Plus historical prices to predict the future Index Plus' volatility.| Risk Adjusted Performance | 0.0275 | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0.06) | |||
| Treynor Ratio | 0.0228 |
Index Plus February 22, 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 | 0.0275 | |||
| Market Risk Adjusted Performance | 0.0328 | |||
| Mean Deviation | 0.5537 | |||
| Semi Deviation | 0.7669 | |||
| Downside Deviation | 0.8431 | |||
| Coefficient Of Variation | 2740.54 | |||
| Standard Deviation | 0.7386 | |||
| Variance | 0.5456 | |||
| Information Ratio | (0.07) | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0.06) | |||
| Treynor Ratio | 0.0228 | |||
| Maximum Drawdown | 3.72 | |||
| Value At Risk | (1.28) | |||
| Potential Upside | 1.04 | |||
| Downside Variance | 0.7108 | |||
| Semi Variance | 0.5882 | |||
| Expected Short fall | (0.55) | |||
| Skewness | (0.32) | |||
| Kurtosis | 0.7864 |
Index Plus Largecap Backtested Returns
At this stage we consider Index Mutual Fund to be very steady. Index Plus Largecap holds Efficiency (Sharpe) Ratio of 0.0511, which attests that the entity had a 0.0511 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Index Plus Largecap, which you can use to evaluate the volatility of the entity. Please check out Index Plus' Downside Deviation of 0.8431, risk adjusted performance of 0.0275, and Market Risk Adjusted Performance of 0.0328 to validate if the risk estimate we provide is consistent with the expected return of 0.0346%. The fund retains a Market Volatility (i.e., Beta) of 0.74, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Index Plus' returns are expected to increase less than the market. However, during the bear market, the loss of holding Index Plus is expected to be smaller as well.
Auto-correlation | -0.36 |
Poor reverse predictability
Index Plus Largecap has poor reverse predictability. Overlapping area represents the amount of predictability between Index Plus time series from 24th of November 2025 to 8th of January 2026 and 8th of January 2026 to 22nd 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 Index Plus Largecap price movement. The serial correlation of -0.36 indicates that just about 36.0% of current Index Plus price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.36 | |
| Spearman Rank Test | -0.27 | |
| Residual Average | 0.0 | |
| Price Variance | 0.08 |
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 Index Mutual Fund
Index Plus financial ratios help investors to determine whether Index 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 Index with respect to the benefits of owning Index Plus security.
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