Forty Portfolio Institutional Fund Price History
JACAX Fund | USD 59.12 0.40 0.68% |
Below is the normalized historical share price chart for Forty 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 Forty Portfolio stands at 59.12, as last reported on the 1st of February, with the highest price reaching 59.12 and the lowest price hitting 59.12 during the day.
If you're considering investing in Forty Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Forty Mutual Fund to be very steady. Forty Portfolio Inst secures Sharpe Ratio (or Efficiency) of 0.0751, which denotes the fund had a 0.0751 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Forty Portfolio Institutional, which you can use to evaluate the volatility of the entity. Please confirm Forty Portfolio's Mean Deviation of 0.8596, downside deviation of 1.33, and Coefficient Of Variation of 1720.0 to check if the risk estimate we provide is consistent with the expected return of 0.0873%.
Forty Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Forty |
Sharpe Ratio = 0.0751
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Cash | JACAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
0.08 actual daily | 5 95% of assets perform better |
Based on monthly moving average Forty Portfolio is performing at about 5% 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 Forty Portfolio by adding it to a well-diversified portfolio.
Forty Portfolio Mutual Fund Price History Chart
There are several ways to analyze Forty Portfolio Institutional Fund price data. The simplest method is using a basic Forty candlestick price chart, which shows Forty 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 | January 23, 2025 | 60.32 |
Lowest Price | November 4, 2024 | 56.33 |
Forty Portfolio February 1, 2025 Mutual Fund Price Synopsis
Various analyses of Forty Portfolio's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Forty Mutual Fund. It can be used to describe the percentage change in the price of Forty 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 Forty Mutual Fund.Forty Portfolio Price Rate Of Daily Change | 1.01 | |
Forty Portfolio Price Action Indicator | 0.20 |
Forty Portfolio February 1, 2025 Mutual Fund Price Analysis
Forty Mutual Fund Price History Data
The price series of Forty Portfolio for the period between Sun, Nov 3, 2024 and Sat, Feb 1, 2025 has a statistical range of 4.4 with a coefficient of variation of 1.81. Under current investment horizon, the daily prices are spread out with arithmetic mean of 58.37. The median price for the last 90 days is 58.42. The company completed dividends distribution on 12/09/2019.Open | High | Low | Close | Volume | ||
02/01/2025 | 59.12 | 59.12 | 59.12 | 59.12 | ||
01/30/2025 | 59.12 | 59.12 | 59.12 | 59.12 | 1.00 | |
01/29/2025 | 58.72 | 58.72 | 58.72 | 58.72 | 1.00 | |
01/28/2025 | 59.03 | 59.03 | 59.03 | 59.03 | 1.00 | |
01/27/2025 | 57.79 | 57.79 | 57.79 | 57.79 | 1.00 | |
01/24/2025 | 60.11 | 60.11 | 60.11 | 60.11 | 1.00 | |
01/23/2025 | 60.32 | 60.32 | 60.32 | 60.32 | 1.00 | |
01/22/2025 | 59.91 | 59.91 | 59.91 | 59.91 | 1.00 | |
01/21/2025 | 59.11 | 59.11 | 59.11 | 59.11 | 1.00 | |
01/17/2025 | 58.49 | 58.49 | 58.49 | 58.49 | 1.00 | |
01/16/2025 | 57.88 | 57.88 | 57.88 | 57.88 | 1.00 | |
01/15/2025 | 58.09 | 58.09 | 58.09 | 58.09 | 1.00 | |
01/14/2025 | 56.98 | 56.98 | 56.98 | 56.98 | 1.00 | |
01/13/2025 | 57.17 | 57.17 | 57.17 | 57.17 | 1.00 | |
01/10/2025 | 57.35 | 57.35 | 57.35 | 57.35 | 1.00 | |
01/08/2025 | 58.28 | 58.28 | 58.28 | 58.28 | 1.00 | |
01/07/2025 | 58.12 | 58.12 | 58.12 | 58.12 | 1.00 | |
01/06/2025 | 59.16 | 59.16 | 59.16 | 59.16 | 1.00 | |
01/03/2025 | 58.45 | 58.45 | 58.45 | 58.45 | 1.00 | |
01/02/2025 | 57.59 | 57.59 | 57.59 | 57.59 | 1.00 | |
12/31/2024 | 57.38 | 57.38 | 57.38 | 57.38 | 1.00 | |
12/30/2024 | 57.79 | 57.79 | 57.79 | 57.79 | 1.00 | |
12/27/2024 | 58.36 | 58.36 | 58.36 | 58.36 | 1.00 | |
12/26/2024 | 59.06 | 59.06 | 59.06 | 59.06 | 1.00 | |
12/24/2024 | 59.16 | 59.16 | 59.16 | 59.16 | 1.00 | |
12/23/2024 | 58.62 | 58.62 | 58.62 | 58.62 | 1.00 | |
12/20/2024 | 58.07 | 58.07 | 58.07 | 58.07 | 1.00 | |
12/19/2024 | 57.40 | 57.40 | 57.40 | 57.40 | 1.00 | |
12/18/2024 | 57.42 | 57.42 | 57.42 | 57.42 | 1.00 | |
12/17/2024 | 59.34 | 59.34 | 59.34 | 59.34 | 1.00 | |
12/16/2024 | 59.68 | 59.68 | 59.68 | 59.68 | 1.00 | |
12/13/2024 | 59.37 | 59.37 | 59.37 | 59.37 | 1.00 | |
12/12/2024 | 59.52 | 59.52 | 59.52 | 59.52 | 1.00 | |
12/11/2024 | 59.98 | 59.98 | 59.98 | 59.98 | 1.00 | |
12/10/2024 | 59.29 | 59.29 | 59.29 | 59.29 | 1.00 | |
12/09/2024 | 59.62 | 59.62 | 59.62 | 59.62 | 1.00 | |
12/06/2024 | 60.15 | 60.15 | 60.15 | 60.15 | 1.00 | |
12/05/2024 | 60.02 | 60.02 | 60.02 | 60.02 | 1.00 | |
12/04/2024 | 60.31 | 60.31 | 60.31 | 60.31 | 1.00 | |
12/03/2024 | 59.29 | 59.29 | 59.29 | 59.29 | 1.00 | |
12/02/2024 | 59.06 | 59.06 | 59.06 | 59.06 | 1.00 | |
11/29/2024 | 58.65 | 58.65 | 58.65 | 58.65 | 1.00 | |
11/27/2024 | 58.21 | 58.21 | 58.21 | 58.21 | 1.00 | |
11/26/2024 | 58.66 | 58.66 | 58.66 | 58.66 | 1.00 | |
11/25/2024 | 58.20 | 58.20 | 58.20 | 58.20 | 1.00 | |
11/22/2024 | 58.04 | 58.04 | 58.04 | 58.04 | 1.00 | |
11/21/2024 | 58.06 | 58.06 | 58.06 | 58.06 | 1.00 | |
11/20/2024 | 57.76 | 57.76 | 57.76 | 57.76 | 1.00 | |
11/19/2024 | 57.67 | 57.67 | 57.67 | 57.67 | 1.00 | |
11/18/2024 | 57.17 | 57.17 | 57.17 | 57.17 | 1.00 | |
11/15/2024 | 56.94 | 56.94 | 56.94 | 56.94 | 1.00 | |
11/14/2024 | 58.42 | 58.42 | 58.42 | 58.42 | 1.00 | |
11/13/2024 | 58.79 | 58.79 | 58.79 | 58.79 | 1.00 | |
11/12/2024 | 58.94 | 58.94 | 58.94 | 58.94 | 1.00 | |
11/11/2024 | 58.83 | 58.83 | 58.83 | 58.83 | 1.00 | |
11/08/2024 | 59.03 | 59.03 | 59.03 | 59.03 | 1.00 | |
11/07/2024 | 58.94 | 58.94 | 58.94 | 58.94 | 1.00 | |
11/06/2024 | 58.31 | 58.31 | 58.31 | 58.31 | 1.00 | |
11/05/2024 | 57.11 | 57.11 | 57.11 | 57.11 | 1.00 | |
11/04/2024 | 56.33 | 56.33 | 56.33 | 56.33 | 1.00 | |
11/01/2024 | 56.52 | 56.52 | 56.52 | 56.52 | 1.00 |
About Forty Portfolio Mutual Fund history
Forty 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 Forty is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Forty Portfolio Inst 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 Forty Portfolio stock prices may prove useful in developing a viable investing in Forty Portfolio
The Portfolio pursues its investment objective by normally investing in a core group of 30-40 common stocks selected for their growth potential. The Portfolio may also invest in foreign securities, which may include investments in emerging markets. The Portfolio may lend portfolio securities on a short-term or long-term basis to certain qualified broker-dealers and institutions, in an amount equal to up to one-third of its total assets as determined at the time of the loan origination. The fund is non-diversified.
Forty Portfolio Mutual Fund Technical Analysis
Forty 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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Forty Portfolio Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Forty Portfolio's price direction in advance. Along with the technical and fundamental analysis of Forty Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Forty 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 | 0.0513 | |||
Jensen Alpha | 0.0236 | |||
Total Risk Alpha | (0.07) | |||
Sortino Ratio | (0.02) | |||
Treynor Ratio | 0.1534 |
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 Forty Mutual Fund
Forty Portfolio financial ratios help investors to determine whether Forty 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 Forty with respect to the benefits of owning Forty Portfolio security.
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