Enterprise Portfolio Institutional Fund Price History
JAAGX Fund | USD 89.03 0.04 0.04% |
Below is the normalized historical share price chart for Enterprise Portfolio Institutional extending back to October 16, 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 Enterprise Portfolio stands at 89.03, as last reported on the 28th of November, with the highest price reaching 89.03 and the lowest price hitting 89.03 during the day.
If you're considering investing in Enterprise Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Enterprise Mutual Fund to be very steady. Enterprise Portfolio secures Sharpe Ratio (or Efficiency) of 0.12, which denotes the fund had a 0.12% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Enterprise Portfolio Institutional, which you can use to evaluate the volatility of the entity. Please confirm Enterprise Portfolio's Downside Deviation of 0.8092, mean deviation of 0.6074, and Coefficient Of Variation of 714.49 to check if the risk estimate we provide is consistent with the expected return of 0.0979%.
Enterprise Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Enterprise |
Sharpe Ratio = 0.1227
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Cash | JAAGX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Enterprise Portfolio is performing at about 9% 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 Enterprise Portfolio by adding it to a well-diversified portfolio.
Enterprise Portfolio Mutual Fund Price History Chart
There are several ways to analyze Enterprise Portfolio Institutional Fund price data. The simplest method is using a basic Enterprise candlestick price chart, which shows Enterprise Portfolio 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 | 89.1 |
Lowest Price | September 6, 2024 | 80.47 |
Enterprise Portfolio November 28, 2024 Mutual Fund Price Synopsis
Various analyses of Enterprise Portfolio's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Enterprise Mutual Fund. It can be used to describe the percentage change in the price of Enterprise Portfolio from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Enterprise Mutual Fund.Enterprise Portfolio Price Rate Of Daily Change | 1.00 | |
Enterprise Portfolio Price Action Indicator | 0.02 |
Enterprise Portfolio November 28, 2024 Mutual Fund Price Analysis
Enterprise Mutual Fund Price History Data
The price series of Enterprise Portfolio for the period between Fri, Aug 30, 2024 and Thu, Nov 28, 2024 has a statistical range of 8.63 with a coefficient of variation of 2.17. Under current investment horizon, the daily prices are spread out with arithmetic mean of 84.27. The median price for the last 90 days is 84.07. The company completed dividends distribution on 12/09/2019.Open | High | Low | Close | Volume | ||
11/27/2024 | 89.03 | 89.03 | 89.03 | 89.03 | 1.00 | |
11/26/2024 | 88.99 | 88.99 | 88.99 | 88.99 | 1.00 | |
11/25/2024 | 89.10 | 89.10 | 89.10 | 89.10 | 1.00 | |
11/22/2024 | 88.15 | 88.15 | 88.15 | 88.15 | 1.00 | |
11/21/2024 | 87.37 | 87.37 | 87.37 | 87.37 | 1.00 | |
11/20/2024 | 86.06 | 86.06 | 86.06 | 86.06 | 1.00 | |
11/19/2024 | 85.37 | 85.37 | 85.37 | 85.37 | 1.00 | |
11/18/2024 | 85.26 | 85.26 | 85.26 | 85.26 | 1.00 | |
11/15/2024 | 84.81 | 84.81 | 84.81 | 84.81 | 1.00 | |
11/14/2024 | 85.89 | 85.89 | 85.89 | 85.89 | 1.00 | |
11/13/2024 | 86.86 | 86.86 | 86.86 | 86.86 | 1.00 | |
11/12/2024 | 86.98 | 86.98 | 86.98 | 86.98 | 1.00 | |
11/11/2024 | 87.41 | 87.41 | 87.41 | 87.41 | 1.00 | |
11/08/2024 | 87.03 | 87.03 | 87.03 | 87.03 | 1.00 | |
11/07/2024 | 86.53 | 86.53 | 86.53 | 86.53 | 1.00 | |
11/06/2024 | 86.34 | 86.34 | 86.34 | 86.34 | 1.00 | |
11/05/2024 | 84.33 | 84.33 | 84.33 | 84.33 | 1.00 | |
11/04/2024 | 83.44 | 83.44 | 83.44 | 83.44 | 1.00 | |
11/01/2024 | 83.32 | 83.32 | 83.32 | 83.32 | 1.00 | |
10/31/2024 | 82.85 | 82.85 | 82.85 | 82.85 | 1.00 | |
10/30/2024 | 83.92 | 83.92 | 83.92 | 83.92 | 1.00 | |
10/29/2024 | 84.14 | 84.14 | 84.14 | 84.14 | 1.00 | |
10/28/2024 | 84.18 | 84.18 | 84.18 | 84.18 | 1.00 | |
10/25/2024 | 83.71 | 83.71 | 83.71 | 83.71 | 1.00 | |
10/24/2024 | 84.33 | 84.33 | 84.33 | 84.33 | 1.00 | |
10/23/2024 | 84.58 | 84.58 | 84.58 | 84.58 | 1.00 | |
10/22/2024 | 84.63 | 84.63 | 84.63 | 84.63 | 1.00 | |
10/21/2024 | 85.02 | 85.02 | 85.02 | 85.02 | 1.00 | |
10/18/2024 | 85.59 | 85.59 | 85.59 | 85.59 | 1.00 | |
10/17/2024 | 85.20 | 85.20 | 85.20 | 85.20 | 1.00 | |
10/16/2024 | 85.12 | 85.12 | 85.12 | 85.12 | 1.00 | |
10/15/2024 | 84.93 | 84.93 | 84.93 | 84.93 | 1.00 | |
10/14/2024 | 85.48 | 85.48 | 85.48 | 85.48 | 1.00 | |
10/11/2024 | 84.84 | 84.84 | 84.84 | 84.84 | 1.00 | |
10/10/2024 | 83.77 | 83.77 | 83.77 | 83.77 | 1.00 | |
10/09/2024 | 84.06 | 84.06 | 84.06 | 84.06 | 1.00 | |
10/08/2024 | 83.55 | 83.55 | 83.55 | 83.55 | 1.00 | |
10/07/2024 | 83.15 | 83.15 | 83.15 | 83.15 | 1.00 | |
10/04/2024 | 84.02 | 84.02 | 84.02 | 84.02 | 1.00 | |
10/03/2024 | 83.38 | 83.38 | 83.38 | 83.38 | 1.00 | |
10/02/2024 | 83.87 | 83.87 | 83.87 | 83.87 | 1.00 | |
10/01/2024 | 83.75 | 83.75 | 83.75 | 83.75 | 1.00 | |
09/30/2024 | 84.43 | 84.43 | 84.43 | 84.43 | 1.00 | |
09/27/2024 | 84.29 | 84.29 | 84.29 | 84.29 | 1.00 | |
09/26/2024 | 84.25 | 84.25 | 84.25 | 84.25 | 1.00 | |
09/25/2024 | 83.44 | 83.44 | 83.44 | 83.44 | 1.00 | |
09/24/2024 | 84.07 | 84.07 | 84.07 | 84.07 | 1.00 | |
09/23/2024 | 83.86 | 83.86 | 83.86 | 83.86 | 1.00 | |
09/20/2024 | 83.71 | 83.71 | 83.71 | 83.71 | 1.00 | |
09/19/2024 | 84.51 | 84.51 | 84.51 | 84.51 | 1.00 | |
09/18/2024 | 83.00 | 83.00 | 83.00 | 83.00 | 1.00 | |
09/17/2024 | 83.16 | 83.16 | 83.16 | 83.16 | 1.00 | |
09/16/2024 | 82.81 | 82.81 | 82.81 | 82.81 | 1.00 | |
09/13/2024 | 82.34 | 82.34 | 82.34 | 82.34 | 1.00 | |
09/12/2024 | 81.49 | 81.49 | 81.49 | 81.49 | 1.00 | |
09/11/2024 | 81.35 | 81.35 | 81.35 | 81.35 | 1.00 | |
09/10/2024 | 81.28 | 81.28 | 81.28 | 81.28 | 1.00 | |
09/09/2024 | 81.27 | 81.27 | 81.27 | 81.27 | 1.00 | |
09/06/2024 | 80.47 | 80.47 | 80.47 | 80.47 | 1.00 | |
09/05/2024 | 81.50 | 81.50 | 81.50 | 81.50 | 1.00 | |
09/04/2024 | 81.94 | 81.94 | 81.94 | 81.94 | 1.00 |
About Enterprise Portfolio Mutual Fund history
Enterprise Portfolio 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 Enterprise is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Enterprise Portfolio 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 Enterprise Portfolio stock prices may prove useful in developing a viable investing in Enterprise Portfolio
The Portfolio pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50 percent of its equity assets in medium-sized companies. The Portfolio considers medium-sized companies to be those whose market capitalization falls within the range of companies in the Russell Midcap Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities.
Enterprise Portfolio Mutual Fund Technical Analysis
Enterprise Portfolio 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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Enterprise Portfolio Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Enterprise Portfolio's price direction in advance. Along with the technical and fundamental analysis of Enterprise Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Enterprise 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 | 0.1074 | |||
Jensen Alpha | (0.01) | |||
Total Risk Alpha | (0.02) | |||
Sortino Ratio | (0.02) | |||
Treynor Ratio | 0.1107 |
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 Enterprise Mutual Fund
Enterprise Portfolio financial ratios help investors to determine whether Enterprise 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 Enterprise with respect to the benefits of owning Enterprise Portfolio security.
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