Vontobel Equity A Fund Market Value
| VNUAX Fund | 3.50 0.01 0.29% |
| Symbol | Vontobel |
Vontobel Equity '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 Vontobel Equity'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 Vontobel Equity.
| 11/22/2025 |
| 02/20/2026 |
If you would invest 0.00 in Vontobel Equity on November 22, 2025 and sell it all today you would earn a total of 0.00 from holding Vontobel Equity A or generate 0.0% return on investment in Vontobel Equity over 90 days. Vontobel Equity is related to or competes with Vontobel International, Amana Developing, Alphacentric Income, Invesco Municipal, Alphacentric Strategic, and Tax-managed International. Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of U.S More
Vontobel Equity 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 Vontobel Equity'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 Vontobel Equity A upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.14) | |||
| Maximum Drawdown | 81.82 | |||
| Value At Risk | (1.40) | |||
| Potential Upside | 1.09 |
Vontobel Equity Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vontobel Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Vontobel Equity's standard deviation. In reality, there are many statistical measures that can use Vontobel Equity historical prices to predict the future Vontobel Equity's volatility.| Risk Adjusted Performance | (0.09) | |||
| Jensen Alpha | (1.25) | |||
| Total Risk Alpha | (1.99) | |||
| Treynor Ratio | 1.59 |
Vontobel Equity February 20, 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 | (0.09) | |||
| Market Risk Adjusted Performance | 1.6 | |||
| Mean Deviation | 2.43 | |||
| Coefficient Of Variation | (767.85) | |||
| Standard Deviation | 9.88 | |||
| Variance | 97.7 | |||
| Information Ratio | (0.14) | |||
| Jensen Alpha | (1.25) | |||
| Total Risk Alpha | (1.99) | |||
| Treynor Ratio | 1.59 | |||
| Maximum Drawdown | 81.82 | |||
| Value At Risk | (1.40) | |||
| Potential Upside | 1.09 | |||
| Skewness | (8.05) | |||
| Kurtosis | 65.2 |
Vontobel Equity A Backtested Returns
Vontobel Equity A owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.14, which indicates the fund had a -0.14 % return per unit of risk over the last 3 months. Vontobel Equity A exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Vontobel Equity's Risk Adjusted Performance of (0.09), variance of 97.7, and Coefficient Of Variation of (767.85) to confirm the risk estimate we provide. The entity has a beta of -0.81, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Vontobel Equity are expected to decrease at a much lower rate. During the bear market, Vontobel Equity is likely to outperform the market.
Auto-correlation | 0.86 |
Very good predictability
Vontobel Equity A has very good predictability. Overlapping area represents the amount of predictability between Vontobel Equity time series from 22nd of November 2025 to 6th of January 2026 and 6th of January 2026 to 20th 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 Vontobel Equity A price movement. The serial correlation of 0.86 indicates that approximately 86.0% of current Vontobel Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.86 | |
| Spearman Rank Test | 0.69 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
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 Vontobel Mutual Fund
Vontobel Equity financial ratios help investors to determine whether Vontobel 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 Vontobel with respect to the benefits of owning Vontobel Equity security.
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