Mid Capitalization Portfolio Fund Price History
SPMCX Fund | USD 10.31 0.11 1.08% |
Below is the normalized historical share price chart for Mid Capitalization Portfolio extending back to July 15, 2002. 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 Mid Capitalization stands at 10.31, as last reported on the 23rd of November, with the highest price reaching 10.31 and the lowest price hitting 10.31 during the day.
If you're considering investing in Mid Mutual Fund, it is important to understand the factors that can impact its price. Mid Capitalization appears to be very steady, given 3 months investment horizon. Mid Capitalization has Sharpe Ratio of 0.19, which conveys that the entity had a 0.19% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Mid Capitalization, which you can use to evaluate the volatility of the fund. Please exercise Mid Capitalization's Downside Deviation of 0.959, risk adjusted performance of 0.1627, and Mean Deviation of 0.7972 to check out if our risk estimates are consistent with your expectations.
Mid Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Mid |
Sharpe Ratio = 0.1918
Best Portfolio | Best Equity | |||
Good Returns | ||||
Average Returns | ||||
Small Returns | SPMCX | |||
Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns |
Estimated Market Risk
1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Mid Capitalization is performing at about 15% 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 Mid Capitalization by adding it to a well-diversified portfolio.
Mid Capitalization Mutual Fund Price History Chart
There are several ways to analyze Mid Capitalization Portfolio Fund price data. The simplest method is using a basic Mid candlestick price chart, which shows Mid Capitalization 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 11, 2024 | 10.31 |
Lowest Price | September 6, 2024 | 8.64 |
Mid Capitalization November 23, 2024 Mutual Fund Price Synopsis
Various analyses of Mid Capitalization's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Mid Mutual Fund. It can be used to describe the percentage change in the price of Mid Capitalization from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Mid Mutual Fund.Mid Capitalization Price Action Indicator | 0.06 | |
Mid Capitalization Price Rate Of Daily Change | 1.01 |
Mid Capitalization November 23, 2024 Mutual Fund Price Analysis
Mid Mutual Fund Price History Data
The price series of Mid Capitalization for the period between Sun, Aug 25, 2024 and Sat, Nov 23, 2024 has a statistical range of 1.67 with a coefficient of variation of 4.5. The price distribution for the period has arithmetic mean of 9.46. The median price for the last 90 days is 9.42. The company had dividends distributed to its stock-holders on December 12, 2018.Open | High | Low | Close | Volume | ||
11/23/2024 | 10.31 | 10.31 | 10.31 | 10.31 | ||
11/22/2024 | 10.31 | 10.31 | 10.31 | 10.31 | 1.00 | |
11/21/2024 | 10.20 | 10.20 | 10.20 | 10.20 | 1.00 | |
11/20/2024 | 10.02 | 10.02 | 10.02 | 10.02 | 1.00 | |
11/19/2024 | 10.03 | 10.03 | 10.03 | 10.03 | 1.00 | |
11/18/2024 | 9.97 | 9.97 | 9.97 | 9.97 | 1.00 | |
11/15/2024 | 9.94 | 9.94 | 9.94 | 9.94 | 1.00 | |
11/14/2024 | 10.04 | 10.04 | 10.04 | 10.04 | 1.00 | |
11/13/2024 | 10.14 | 10.14 | 10.14 | 10.14 | 1.00 | |
11/12/2024 | 10.19 | 10.19 | 10.19 | 10.19 | 1.00 | |
11/11/2024 | 10.31 | 10.31 | 10.31 | 10.31 | 1.00 | |
11/08/2024 | 10.26 | 10.26 | 10.26 | 10.26 | 1.00 | |
11/07/2024 | 10.06 | 10.06 | 10.06 | 10.06 | 1.00 | |
11/06/2024 | 10.08 | 10.08 | 10.08 | 10.08 | 1.00 | |
11/05/2024 | 9.67 | 9.67 | 9.67 | 9.67 | 1.00 | |
11/04/2024 | 9.44 | 9.44 | 9.44 | 9.44 | 1.00 | |
11/01/2024 | 9.42 | 9.42 | 9.42 | 9.42 | 1.00 | |
10/31/2024 | 9.47 | 9.47 | 9.47 | 9.47 | 1.00 | |
10/30/2024 | 9.63 | 9.63 | 9.63 | 9.63 | 1.00 | |
10/29/2024 | 9.65 | 9.65 | 9.65 | 9.65 | 1.00 | |
10/28/2024 | 9.64 | 9.64 | 9.64 | 9.64 | 1.00 | |
10/25/2024 | 9.55 | 9.55 | 9.55 | 9.55 | 1.00 | |
10/24/2024 | 9.59 | 9.59 | 9.59 | 9.59 | 1.00 | |
10/23/2024 | 9.51 | 9.51 | 9.51 | 9.51 | 1.00 | |
10/22/2024 | 9.56 | 9.56 | 9.56 | 9.56 | 1.00 | |
10/21/2024 | 9.57 | 9.57 | 9.57 | 9.57 | 1.00 | |
10/18/2024 | 9.68 | 9.68 | 9.68 | 9.68 | 1.00 | |
10/17/2024 | 9.68 | 9.68 | 9.68 | 9.68 | 1.00 | |
10/16/2024 | 9.69 | 9.69 | 9.69 | 9.69 | 1.00 | |
10/15/2024 | 9.60 | 9.60 | 9.60 | 9.60 | 1.00 | |
10/14/2024 | 9.63 | 9.63 | 9.63 | 9.63 | 1.00 | |
10/11/2024 | 9.56 | 9.56 | 9.56 | 9.56 | 1.00 | |
10/10/2024 | 9.43 | 9.43 | 9.43 | 9.43 | 1.00 | |
10/09/2024 | 9.46 | 9.46 | 9.46 | 9.46 | 1.00 | |
10/08/2024 | 9.38 | 9.38 | 9.38 | 9.38 | 1.00 | |
10/07/2024 | 9.35 | 9.35 | 9.35 | 9.35 | 1.00 | |
10/04/2024 | 9.41 | 9.41 | 9.41 | 9.41 | 1.00 | |
10/03/2024 | 9.34 | 9.34 | 9.34 | 9.34 | 1.00 | |
10/02/2024 | 9.35 | 9.35 | 9.35 | 9.35 | 1.00 | |
10/01/2024 | 9.34 | 9.34 | 9.34 | 9.34 | 1.00 | |
09/30/2024 | 9.41 | 9.41 | 9.41 | 9.41 | 1.00 | |
09/27/2024 | 9.39 | 9.39 | 9.39 | 9.39 | 1.00 | |
09/26/2024 | 9.39 | 9.39 | 9.39 | 9.39 | 1.00 | |
09/25/2024 | 9.32 | 9.32 | 9.32 | 9.32 | 1.00 | |
09/24/2024 | 9.39 | 9.39 | 9.39 | 9.39 | 1.00 | |
09/23/2024 | 9.37 | 9.37 | 9.37 | 9.37 | 1.00 | |
09/20/2024 | 9.33 | 9.33 | 9.33 | 9.33 | 1.00 | |
09/19/2024 | 9.35 | 9.35 | 9.35 | 9.35 | 1.00 | |
09/18/2024 | 9.16 | 9.16 | 9.16 | 9.16 | 1.00 | |
09/17/2024 | 9.16 | 9.16 | 9.16 | 9.16 | 1.00 | |
09/16/2024 | 9.12 | 9.12 | 9.12 | 9.12 | 1.00 | |
09/13/2024 | 9.05 | 9.05 | 9.05 | 9.05 | 1.00 | |
09/12/2024 | 8.90 | 8.90 | 8.90 | 8.90 | 1.00 | |
09/11/2024 | 8.82 | 8.82 | 8.82 | 8.82 | 1.00 | |
09/10/2024 | 8.72 | 8.72 | 8.72 | 8.72 | 1.00 | |
09/09/2024 | 8.71 | 8.71 | 8.71 | 8.71 | 1.00 | |
09/06/2024 | 8.64 | 8.64 | 8.64 | 8.64 | 1.00 | |
09/05/2024 | 8.77 | 8.77 | 8.77 | 8.77 | 1.00 | |
09/04/2024 | 8.83 | 8.83 | 8.83 | 8.83 | 1.00 | |
09/03/2024 | 8.86 | 8.86 | 8.86 | 8.86 | 1.00 | |
08/30/2024 | 9.15 | 9.15 | 9.15 | 9.15 | 1.00 |
About Mid Capitalization Mutual Fund history
Mid Capitalization 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 Mid is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Mid Capitalization 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 Mid Capitalization stock prices may prove useful in developing a viable investing in Mid Capitalization
The Portfolio will normally invest at least 80 percent of its total assets in equity securities of companies whose stock market capitalizations fall within the range of the capitalizations in the Russell Midcap Index at the time of purchase. Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. It invests in securities of companies that are believed by the Adviser to be undervalued, thereby offering above-average potential for capital appreciation.
Mid Capitalization Mutual Fund Technical Analysis
Mid Capitalization 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.
Did you try this?
Run AI Portfolio Architect Now
AI Portfolio ArchitectUse AI to generate optimal portfolios and find profitable investment opportunities |
All Next | Launch Module |
Mid Capitalization Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Mid Capitalization's price direction in advance. Along with the technical and fundamental analysis of Mid Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Mid 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 | 0.1627 | |||
Jensen Alpha | 0.068 | |||
Total Risk Alpha | 0.0457 | |||
Sortino Ratio | 0.1024 | |||
Treynor Ratio | 0.1752 |
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 Mid Mutual Fund
Mid Capitalization financial ratios help investors to determine whether Mid 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 Mid with respect to the benefits of owning Mid Capitalization security.
Transaction History View history of all your transactions and understand their impact on performance | |
Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
Performance Analysis Check effects of mean-variance optimization against your current asset allocation |