Wellington Shields All Cap Fund Market Value
| WSACX Fund | USD 34.06 0.40 1.19% |
| Symbol | Wellington |
Wellington Shields '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 Wellington Shields' 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 Wellington Shields.
| 11/27/2025 |
| 02/25/2026 |
If you would invest 0.00 in Wellington Shields on November 27, 2025 and sell it all today you would earn a total of 0.00 from holding Wellington Shields All Cap or generate 0.0% return on investment in Wellington Shields over 90 days. Wellington Shields is related to or competes with Investment Grade, Emerging Markets, Nationwide Core, Jpmorgan Large, Fidelity Freedom, Jpmorgan Smartretirement, and Fidelity Emerging. The fund invests primarily in equity securities of all market capitalizations More
Wellington Shields 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 Wellington Shields' 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 Wellington Shields All Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.21 | |||
| Information Ratio | 0.0108 | |||
| Maximum Drawdown | 4.75 | |||
| Value At Risk | (2.04) | |||
| Potential Upside | 1.31 |
Wellington Shields Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wellington Shields' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Wellington Shields' standard deviation. In reality, there are many statistical measures that can use Wellington Shields historical prices to predict the future Wellington Shields' volatility.| Risk Adjusted Performance | 0.0871 | |||
| Jensen Alpha | 0.0248 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | 0.0091 | |||
| Treynor Ratio | 0.1202 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Wellington Shields' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Wellington Shields February 25, 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 | 0.0871 | |||
| Market Risk Adjusted Performance | 0.1302 | |||
| Mean Deviation | 0.7668 | |||
| Semi Deviation | 0.9525 | |||
| Downside Deviation | 1.21 | |||
| Coefficient Of Variation | 907.37 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.03 | |||
| Information Ratio | 0.0108 | |||
| Jensen Alpha | 0.0248 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | 0.0091 | |||
| Treynor Ratio | 0.1202 | |||
| Maximum Drawdown | 4.75 | |||
| Value At Risk | (2.04) | |||
| Potential Upside | 1.31 | |||
| Downside Variance | 1.47 | |||
| Semi Variance | 0.9073 | |||
| Expected Short fall | (0.75) | |||
| Skewness | (0.49) | |||
| Kurtosis | 0.3864 |
Wellington Shields All Backtested Returns
At this stage we consider Wellington Mutual Fund to be very steady. Wellington Shields All shows Sharpe Ratio of 0.0592, which attests that the fund had a 0.0592 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Wellington Shields All, which you can use to evaluate the volatility of the fund. Please check out Wellington Shields' Downside Deviation of 1.21, mean deviation of 0.7668, and Market Risk Adjusted Performance of 0.1302 to validate if the risk estimate we provide is consistent with the expected return of 0.0573%. The entity maintains a market beta of 0.85, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wellington Shields' returns are expected to increase less than the market. However, during the bear market, the loss of holding Wellington Shields is expected to be smaller as well.
Auto-correlation | -0.29 |
Weak reverse predictability
Wellington Shields All Cap has weak reverse predictability. Overlapping area represents the amount of predictability between Wellington Shields time series from 27th of November 2025 to 11th of January 2026 and 11th of January 2026 to 25th 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 Wellington Shields All price movement. The serial correlation of -0.29 indicates that nearly 29.0% of current Wellington Shields price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.29 | |
| Spearman Rank Test | -0.29 | |
| Residual Average | 0.0 | |
| Price Variance | 0.19 |
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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 Wellington Mutual Fund
Wellington Shields financial ratios help investors to determine whether Wellington 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 Wellington with respect to the benefits of owning Wellington Shields security.
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