Index Plus' market value is the price at which a share of Index Plus trades on a public exchange. It measures the collective expectations of Index Plus Largecap investors about its performance. Index Plus is trading at 30.34 as of the 26th of January 2026; that is 0.07 percent up since the beginning of the trading day. The fund's open price was 30.32. With this module, you can estimate the performance of a buy and hold strategy of Index Plus Largecap and determine expected loss or profit from investing in Index Plus over a given investment horizon. Check out Index Plus Correlation, Index Plus Volatility and Index Plus Alpha and Beta module to complement your research on Index Plus.
Please note, there is a significant difference between Index Plus' value and its price as these two are different measures arrived at by different means. Investors typically determine if Index Plus is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Index Plus' 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.
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.
0.00
10/28/2025
No Change 0.00
0.0
In 3 months and 1 day
01/26/2026
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If you would invest 0.00 in Index Plus on October 28, 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 Fidelity Flex, Alpine Ultra, Vanguard Ultra-short-term, Nuveen Short, Aqr Sustainable, and Siit Ultra. 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.
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.
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Index Plus. Your research has to be compared to or analyzed against Index Plus' peers to derive any actionable benefits. When done correctly, Index Plus' competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Index Plus Largecap.
At this stage we consider Index Mutual Fund to be very steady. Index Plus Largecap holds Efficiency (Sharpe) Ratio of 0.0102, which attests that the entity had a 0.0102 % 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 0.904, risk adjusted performance of 0.0419, and Market Risk Adjusted Performance of 0.0519 to validate if the risk estimate we provide is consistent with the expected return of 0.0076%. The fund retains a Market Volatility (i.e., Beta) of 0.77, 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
-0.45
Modest reverse predictability
Index Plus Largecap has modest reverse predictability. Overlapping area represents the amount of predictability between Index Plus time series from 28th of October 2025 to 12th of December 2025 and 12th of December 2025 to 26th of January 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 -0.45 indicates that just about 45.0% of current Index Plus price fluctuation can be explain by its past prices.
Correlation Coefficient
-0.45
Spearman Rank Test
-0.24
Residual Average
0.0
Price Variance
0.07
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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.