Heritage Fund A Fund Price History
ATHAX Fund | USD 24.40 0.18 0.73% |
Below is the normalized historical share price chart for Heritage Fund A extending back to January 13, 1998. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Heritage Fund stands at 24.40, as last reported on the 28th of November, with the highest price reaching 24.40 and the lowest price hitting 24.40 during the day.
If you're considering investing in Heritage Mutual Fund, it is important to understand the factors that can impact its price. Heritage Fund appears to be very steady, given 3 months investment horizon. Heritage Fund A holds Efficiency (Sharpe) Ratio of 0.23, which attests that the entity had a 0.23% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Heritage Fund A, which you can use to evaluate the volatility of the entity. Please utilize Heritage Fund's Downside Deviation of 0.981, risk adjusted performance of 0.1921, and Market Risk Adjusted Performance of 0.2321 to validate if our risk estimates are consistent with your expectations.
Heritage Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Heritage |
Sharpe Ratio = 0.2315
Best Portfolio | Best Equity | |||
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Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
0.23 actual daily | 18 82% of assets perform better |
Based on monthly moving average Heritage Fund is performing at about 18% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Heritage Fund by adding it to a well-diversified portfolio.
Heritage Fund Mutual Fund Price History Chart
There are several ways to analyze Heritage Fund A Fund price data. The simplest method is using a basic Heritage candlestick price chart, which shows Heritage Fund price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | November 25, 2024 | 24.6 |
Lowest Price | September 6, 2024 | 19.95 |
Heritage Fund November 28, 2024 Mutual Fund Price Synopsis
Various analyses of Heritage Fund's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Heritage Mutual Fund. It can be used to describe the percentage change in the price of Heritage Fund from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Heritage Mutual Fund.Heritage Fund Price Action Indicator | (0.09) | |
Heritage Fund Price Rate Of Daily Change | 0.99 |
Heritage Fund November 28, 2024 Mutual Fund Price Analysis
Heritage Mutual Fund Price History Data
The price series of Heritage Fund for the period between Fri, Aug 30, 2024 and Thu, Nov 28, 2024 has a statistical range of 4.65 with a coefficient of variation of 5.16. The prices are distributed with arithmetic mean of 22.03. The median price for the last 90 days is 21.85. The company issued dividends on 12/17/2019.Open | High | Low | Close | Volume | ||
11/27/2024 | 24.40 | 24.40 | 24.40 | 24.40 | 1.00 | |
11/26/2024 | 24.58 | 24.58 | 24.58 | 24.58 | 1.00 | |
11/25/2024 | 24.60 | 24.60 | 24.60 | 24.60 | 1.00 | |
11/22/2024 | 24.46 | 24.46 | 24.46 | 24.46 | 1.00 | |
11/21/2024 | 24.09 | 24.09 | 24.09 | 24.09 | 1.00 | |
11/20/2024 | 23.68 | 23.68 | 23.68 | 23.68 | 1.00 | |
11/19/2024 | 23.62 | 23.62 | 23.62 | 23.62 | 1.00 | |
11/18/2024 | 23.28 | 23.28 | 23.28 | 23.28 | 1.00 | |
11/15/2024 | 23.21 | 23.21 | 23.21 | 23.21 | 1.00 | |
11/14/2024 | 23.49 | 23.49 | 23.49 | 23.49 | 1.00 | |
11/13/2024 | 23.74 | 23.74 | 23.74 | 23.74 | 1.00 | |
11/12/2024 | 23.74 | 23.74 | 23.74 | 23.74 | 1.00 | |
11/11/2024 | 23.81 | 23.81 | 23.81 | 23.81 | 1.00 | |
11/08/2024 | 23.61 | 23.61 | 23.61 | 23.61 | 1.00 | |
11/07/2024 | 23.38 | 23.38 | 23.38 | 23.38 | 1.00 | |
11/06/2024 | 22.96 | 22.96 | 22.96 | 22.96 | 1.00 | |
11/05/2024 | 22.22 | 22.22 | 22.22 | 22.22 | 1.00 | |
11/04/2024 | 21.75 | 21.75 | 21.75 | 21.75 | 1.00 | |
11/01/2024 | 21.77 | 21.77 | 21.77 | 21.77 | 1.00 | |
10/31/2024 | 21.75 | 21.75 | 21.75 | 21.75 | 1.00 | |
10/30/2024 | 22.21 | 22.21 | 22.21 | 22.21 | 1.00 | |
10/29/2024 | 22.35 | 22.35 | 22.35 | 22.35 | 1.00 | |
10/28/2024 | 22.24 | 22.24 | 22.24 | 22.24 | 1.00 | |
10/25/2024 | 22.13 | 22.13 | 22.13 | 22.13 | 1.00 | |
10/24/2024 | 22.13 | 22.13 | 22.13 | 22.13 | 1.00 | |
10/23/2024 | 22.01 | 22.01 | 22.01 | 22.01 | 1.00 | |
10/22/2024 | 22.16 | 22.16 | 22.16 | 22.16 | 1.00 | |
10/21/2024 | 22.31 | 22.31 | 22.31 | 22.31 | 1.00 | |
10/18/2024 | 22.44 | 22.44 | 22.44 | 22.44 | 1.00 | |
10/17/2024 | 22.35 | 22.35 | 22.35 | 22.35 | 1.00 | |
10/16/2024 | 22.39 | 22.39 | 22.39 | 22.39 | 1.00 | |
10/15/2024 | 22.28 | 22.28 | 22.28 | 22.28 | 1.00 | |
10/14/2024 | 22.50 | 22.50 | 22.50 | 22.50 | 1.00 | |
10/11/2024 | 22.32 | 22.32 | 22.32 | 22.32 | 1.00 | |
10/10/2024 | 22.03 | 22.03 | 22.03 | 22.03 | 1.00 | |
10/09/2024 | 22.04 | 22.04 | 22.04 | 22.04 | 1.00 | |
10/08/2024 | 21.82 | 21.82 | 21.82 | 21.82 | 1.00 | |
10/07/2024 | 21.64 | 21.64 | 21.64 | 21.64 | 1.00 | |
10/04/2024 | 21.85 | 21.85 | 21.85 | 21.85 | 1.00 | |
10/03/2024 | 21.59 | 21.59 | 21.59 | 21.59 | 1.00 | |
10/02/2024 | 21.60 | 21.60 | 21.60 | 21.60 | 1.00 | |
10/01/2024 | 21.47 | 21.47 | 21.47 | 21.47 | 1.00 | |
09/30/2024 | 21.66 | 21.66 | 21.66 | 21.66 | 1.00 | |
09/27/2024 | 21.64 | 21.64 | 21.64 | 21.64 | 1.00 | |
09/26/2024 | 21.64 | 21.64 | 21.64 | 21.64 | 1.00 | |
09/25/2024 | 21.65 | 21.65 | 21.65 | 21.65 | 1.00 | |
09/24/2024 | 21.68 | 21.68 | 21.68 | 21.68 | 1.00 | |
09/23/2024 | 21.59 | 21.59 | 21.59 | 21.59 | 1.00 | |
09/20/2024 | 21.49 | 21.49 | 21.49 | 21.49 | 1.00 | |
09/19/2024 | 21.52 | 21.52 | 21.52 | 21.52 | 1.00 | |
09/18/2024 | 21.12 | 21.12 | 21.12 | 21.12 | 1.00 | |
09/17/2024 | 21.14 | 21.14 | 21.14 | 21.14 | 1.00 | |
09/16/2024 | 21.06 | 21.06 | 21.06 | 21.06 | 1.00 | |
09/13/2024 | 20.95 | 20.95 | 20.95 | 20.95 | 1.00 | |
09/12/2024 | 20.73 | 20.73 | 20.73 | 20.73 | 1.00 | |
09/11/2024 | 20.55 | 20.55 | 20.55 | 20.55 | 1.00 | |
09/10/2024 | 20.27 | 20.27 | 20.27 | 20.27 | 1.00 | |
09/09/2024 | 20.22 | 20.22 | 20.22 | 20.22 | 1.00 | |
09/06/2024 | 19.95 | 19.95 | 19.95 | 19.95 | 1.00 | |
09/05/2024 | 20.30 | 20.30 | 20.30 | 20.30 | 1.00 | |
09/04/2024 | 20.37 | 20.37 | 20.37 | 20.37 | 1.00 |
About Heritage Fund Mutual Fund history
Heritage Fund investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Heritage is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Heritage Fund A will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Heritage Fund stock prices may prove useful in developing a viable investing in Heritage Fund
The fund normally invests in stocks of medium-sized companies that the adviser believes will increase in value over time, using an investment strategy developed by the funds investment advisor. In implementing this strategy, the portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. Management of the fund is based on the belief that durable franchises in a growing industry can sustain above average earnings growth.
Heritage Fund Mutual Fund Technical Analysis
Heritage Fund technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
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Heritage Fund Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Heritage Fund's price direction in advance. Along with the technical and fundamental analysis of Heritage Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Heritage to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
Risk Adjusted Performance | 0.1921 | |||
Jensen Alpha | 0.11 | |||
Total Risk Alpha | 0.0814 | |||
Sortino Ratio | 0.1222 | |||
Treynor Ratio | 0.2221 |
Cycle Indicators | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
Other Information on Investing in Heritage Mutual Fund
Heritage Fund financial ratios help investors to determine whether Heritage 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 Heritage with respect to the benefits of owning Heritage Fund security.
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