Equity Income Fund Price History
TWEAX Fund | USD 8.55 0.04 0.47% |
Below is the normalized historical share price chart for Equity Income Fund extending back to April 24, 1997. 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 Equity Income stands at 8.55, as last reported on the 18th of January 2025, with the highest price reaching 8.55 and the lowest price hitting 8.55 during the day.
If you're considering investing in Equity Mutual Fund, it is important to understand the factors that can impact its price. Equity Income secures Sharpe Ratio (or Efficiency) of -0.13, which denotes the fund had a -0.13% return per unit of risk over the last 3 months. Equity Income Fund exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Equity Income's Variance of 1.28, standard deviation of 1.13, and Mean Deviation of 0.5386 to check the risk estimate we provide.
Equity Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Equity |
Sharpe Ratio = -0.1266
Best Portfolio | Best Equity | |||
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Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns | TWEAX |
Estimated Market Risk
1.17 actual daily | 10 90% of assets are more volatile |
Expected Return
-0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
-0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Equity Income is not performing at its full potential. However, 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 Equity Income by adding Equity Income to a well-diversified portfolio.
Equity Income Mutual Fund Price History Chart
There are several ways to analyze Equity Income Fund price data. The simplest method is using a basic Equity candlestick price chart, which shows Equity Income 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 29, 2024 | 9.61 |
Lowest Price | December 19, 2024 | 8.27 |
Equity Income January 18, 2025 Mutual Fund Price Synopsis
Various analyses of Equity Income's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Equity Mutual Fund. It can be used to describe the percentage change in the price of Equity Income from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Equity Mutual Fund.Equity Income Price Rate Of Daily Change | 1.00 | |
Equity Income Price Action Indicator | 0.02 |
Equity Income January 18, 2025 Mutual Fund Price Analysis
Equity Mutual Fund Price History Data
The price series of Equity Income for the period between Sun, Oct 20, 2024 and Sat, Jan 18, 2025 has a statistical range of 1.34 with a coefficient of variation of 5.39. The price distribution for the period has arithmetic mean of 9.09. The median price for the last 90 days is 9.36. The company had dividends distributed to its stock-holders on 21st of September 2021.Open | High | Low | Close | Volume | ||
01/17/2025 | 8.55 | 8.55 | 8.55 | 8.55 | 1.00 | |
01/16/2025 | 8.51 | 8.51 | 8.51 | 8.51 | 1.00 | |
01/15/2025 | 8.44 | 8.44 | 8.44 | 8.44 | 1.00 | |
01/14/2025 | 8.39 | 8.39 | 8.39 | 8.39 | 1.00 | |
01/13/2025 | 8.34 | 8.34 | 8.34 | 8.34 | 1.00 | |
01/10/2025 | 8.37 | 8.37 | 8.37 | 8.37 | 1.00 | |
01/08/2025 | 8.37 | 8.37 | 8.37 | 8.37 | 1.00 | |
01/07/2025 | 8.34 | 8.34 | 8.34 | 8.34 | 1.00 | |
01/06/2025 | 8.33 | 8.33 | 8.33 | 8.33 | 1.00 | |
01/03/2025 | 8.37 | 8.37 | 8.37 | 8.37 | 1.00 | |
01/02/2025 | 8.33 | 8.33 | 8.33 | 8.33 | 1.00 | |
12/31/2024 | 8.35 | 8.35 | 8.35 | 8.35 | 1.00 | |
12/30/2024 | 8.32 | 8.32 | 8.32 | 8.32 | 1.00 | |
12/27/2024 | 8.38 | 8.38 | 8.38 | 8.38 | 1.00 | |
12/26/2024 | 8.40 | 8.40 | 8.40 | 8.40 | 1.00 | |
12/24/2024 | 8.40 | 8.40 | 8.40 | 8.40 | 1.00 | |
12/23/2024 | 8.35 | 8.35 | 8.35 | 8.35 | 1.00 | |
12/20/2024 | 8.34 | 8.34 | 8.34 | 8.34 | 1.00 | |
12/19/2024 | 8.27 | 8.27 | 8.27 | 8.27 | 1.00 | |
12/18/2024 | 8.29 | 8.29 | 8.29 | 8.29 | 1.00 | |
12/17/2024 | 8.46 | 8.46 | 8.46 | 8.46 | 1.00 | |
12/16/2024 | 9.21 | 9.21 | 9.21 | 9.21 | 1.00 | |
12/13/2024 | 9.27 | 9.27 | 9.27 | 9.27 | 1.00 | |
12/12/2024 | 9.30 | 9.30 | 9.30 | 9.30 | 1.00 | |
12/11/2024 | 9.31 | 9.31 | 9.31 | 9.31 | 1.00 | |
12/10/2024 | 9.36 | 9.36 | 9.36 | 9.36 | 1.00 | |
12/09/2024 | 9.39 | 9.39 | 9.39 | 9.39 | 1.00 | |
12/06/2024 | 9.40 | 9.40 | 9.40 | 9.40 | 1.00 | |
12/05/2024 | 9.45 | 9.45 | 9.45 | 9.45 | 1.00 | |
12/04/2024 | 9.47 | 9.47 | 9.47 | 9.47 | 1.00 | |
12/03/2024 | 9.52 | 9.52 | 9.52 | 9.52 | 1.00 | |
12/02/2024 | 9.58 | 9.58 | 9.58 | 9.58 | 1.00 | |
11/29/2024 | 9.61 | 9.61 | 9.61 | 9.61 | 1.00 | |
11/27/2024 | 9.60 | 9.60 | 9.60 | 9.60 | 1.00 | |
11/26/2024 | 9.58 | 9.58 | 9.58 | 9.58 | 1.00 | |
11/25/2024 | 9.58 | 9.58 | 9.58 | 9.58 | 1.00 | |
11/22/2024 | 9.53 | 9.53 | 9.53 | 9.53 | 1.00 | |
11/21/2024 | 9.47 | 9.47 | 9.47 | 9.47 | 1.00 | |
11/20/2024 | 9.39 | 9.39 | 9.39 | 9.39 | 1.00 | |
11/19/2024 | 9.36 | 9.36 | 9.36 | 9.36 | 1.00 | |
11/18/2024 | 9.42 | 9.42 | 9.42 | 9.42 | 1.00 | |
11/15/2024 | 9.38 | 9.38 | 9.38 | 9.38 | 1.00 | |
11/14/2024 | 9.38 | 9.38 | 9.38 | 9.38 | 1.00 | |
11/13/2024 | 9.43 | 9.43 | 9.43 | 9.43 | 1.00 | |
11/12/2024 | 9.43 | 9.43 | 9.43 | 9.43 | 1.00 | |
11/11/2024 | 9.47 | 9.47 | 9.47 | 9.47 | 1.00 | |
11/08/2024 | 9.44 | 9.44 | 9.44 | 9.44 | 1.00 | |
11/07/2024 | 9.41 | 9.41 | 9.41 | 9.41 | 1.00 | |
11/06/2024 | 9.46 | 9.46 | 9.46 | 9.46 | 1.00 | |
11/05/2024 | 9.32 | 9.32 | 9.32 | 9.32 | 1.00 | |
11/04/2024 | 9.27 | 9.27 | 9.27 | 9.27 | 1.00 | |
11/01/2024 | 9.29 | 9.29 | 9.29 | 9.29 | 1.00 | |
10/31/2024 | 9.28 | 9.28 | 9.28 | 9.28 | 1.00 | |
10/30/2024 | 9.34 | 9.34 | 9.34 | 9.34 | 1.00 | |
10/29/2024 | 9.34 | 9.34 | 9.34 | 9.34 | 1.00 | |
10/28/2024 | 9.39 | 9.39 | 9.39 | 9.39 | 1.00 | |
10/25/2024 | 9.35 | 9.35 | 9.35 | 9.35 | 1.00 | |
10/24/2024 | 9.40 | 9.40 | 9.40 | 9.40 | 1.00 | |
10/23/2024 | 9.42 | 9.42 | 9.42 | 9.42 | 1.00 | |
10/22/2024 | 9.40 | 9.40 | 9.40 | 9.40 | 1.00 | |
10/21/2024 | 9.40 | 9.40 | 9.40 | 9.40 | 1.00 |
About Equity Income Mutual Fund history
Equity Income 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 Equity is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Equity Income 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 Equity Income stock prices may prove useful in developing a viable investing in Equity Income
The portfolio managers look for equity securities of companies with a favorable income-paying history that have prospects for income payments to continue or increase. The portfolio managers also look for equity securities of companies that they believe are undervalued and have the potential for an increase in price. The fund may invest a portion of its assets in foreign securities when these securities meet the portfolio managers standards of selection.
Equity Income Mutual Fund Technical Analysis
Equity Income 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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Equity Income Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Equity Income's price direction in advance. Along with the technical and fundamental analysis of Equity Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Equity 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 | (0.1) | |||
Jensen Alpha | (0.14) | |||
Total Risk Alpha | (0.14) | |||
Treynor Ratio | (0.25) |
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 Equity Mutual Fund
Equity Income financial ratios help investors to determine whether Equity 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 Equity with respect to the benefits of owning Equity Income security.
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