Wellington Shields All Cap Fund Price History
WSACX Fund | USD 29.86 0.08 0.27% |
Below is the normalized historical share price chart for Wellington Shields All Cap extending back to February 07, 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 Wellington Shields stands at 29.86, as last reported on the 25th of November, with the highest price reaching 29.86 and the lowest price hitting 29.86 during the day.
If you're considering investing in Wellington Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Wellington Mutual Fund to be very steady. Wellington Shields All shows Sharpe Ratio of 0.18, which attests that the fund had a 0.18% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Wellington Shields All, which you can use to evaluate the volatility of the fund. Please check out Wellington Shields' Downside Deviation of 0.887, mean deviation of 0.6311, and Market Risk Adjusted Performance of 0.1806 to validate if the risk estimate we provide is consistent with the expected return of 0.16%.
Wellington Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Wellington |
Sharpe Ratio = 0.1831
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Estimated Market Risk
0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Wellington Shields is performing at about 14% 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 Wellington Shields by adding it to a well-diversified portfolio.
Wellington Shields Mutual Fund Price History Chart
There are several ways to analyze Wellington Shields All Cap Fund price data. The simplest method is using a basic Wellington candlestick price chart, which shows Wellington Shields 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 22, 2024 | 29.86 |
Lowest Price | September 6, 2024 | 25.81 |
Wellington Shields November 25, 2024 Mutual Fund Price Synopsis
Various analyses of Wellington Shields' daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Wellington Mutual Fund. It can be used to describe the percentage change in the price of Wellington Shields from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Wellington Mutual Fund.Wellington Shields Price Action Indicator | 0.04 | |
Wellington Shields Price Rate Of Daily Change | 1.00 |
Wellington Shields November 25, 2024 Mutual Fund Price Analysis
Wellington Mutual Fund Price History Data
The price series of Wellington Shields for the period between Tue, Aug 27, 2024 and Mon, Nov 25, 2024 has a statistical range of 4.05 with a coefficient of variation of 3.74. The daily prices for the period are distributed with arithmetic mean of 28.0. The median price for the last 90 days is 27.95. The company paid out dividends to its shareholders on 11/22/2019.Open | High | Low | Close | Volume | ||
11/25/2024 | 29.86 | 29.86 | 29.86 | 29.86 | ||
11/22/2024 | 29.86 | 29.86 | 29.86 | 29.86 | 1.00 | |
11/21/2024 | 29.78 | 29.78 | 29.78 | 29.78 | 1.00 | |
11/20/2024 | 29.48 | 29.48 | 29.48 | 29.48 | 1.00 | |
11/19/2024 | 29.45 | 29.45 | 29.45 | 29.45 | 1.00 | |
11/18/2024 | 29.23 | 29.23 | 29.23 | 29.23 | 1.00 | |
11/15/2024 | 29.11 | 29.11 | 29.11 | 29.11 | 1.00 | |
11/14/2024 | 29.50 | 29.50 | 29.50 | 29.50 | 1.00 | |
11/13/2024 | 29.70 | 29.70 | 29.70 | 29.70 | 1.00 | |
11/12/2024 | 29.64 | 29.64 | 29.64 | 29.64 | 1.00 | |
11/11/2024 | 29.75 | 29.75 | 29.75 | 29.75 | 1.00 | |
11/08/2024 | 29.62 | 29.62 | 29.62 | 29.62 | 1.00 | |
11/07/2024 | 29.42 | 29.42 | 29.42 | 29.42 | 1.00 | |
11/06/2024 | 29.11 | 29.11 | 29.11 | 29.11 | 1.00 | |
11/05/2024 | 28.34 | 28.34 | 28.34 | 28.34 | 1.00 | |
11/04/2024 | 27.81 | 27.81 | 27.81 | 27.81 | 1.00 | |
11/01/2024 | 27.95 | 27.95 | 27.95 | 27.95 | 1.00 | |
10/31/2024 | 27.87 | 27.87 | 27.87 | 27.87 | 1.00 | |
10/30/2024 | 28.33 | 28.33 | 28.33 | 28.33 | 1.00 | |
10/29/2024 | 28.48 | 28.48 | 28.48 | 28.48 | 1.00 | |
10/28/2024 | 28.46 | 28.46 | 28.46 | 28.46 | 1.00 | |
10/25/2024 | 28.35 | 28.35 | 28.35 | 28.35 | 1.00 | |
10/24/2024 | 28.41 | 28.41 | 28.41 | 28.41 | 1.00 | |
10/23/2024 | 28.45 | 28.45 | 28.45 | 28.45 | 1.00 | |
10/22/2024 | 28.74 | 28.74 | 28.74 | 28.74 | 1.00 | |
10/21/2024 | 28.81 | 28.81 | 28.81 | 28.81 | 1.00 | |
10/18/2024 | 28.84 | 28.84 | 28.84 | 28.84 | 1.00 | |
10/17/2024 | 28.68 | 28.68 | 28.68 | 28.68 | 1.00 | |
10/16/2024 | 28.62 | 28.62 | 28.62 | 28.62 | 1.00 | |
10/15/2024 | 28.44 | 28.44 | 28.44 | 28.44 | 1.00 | |
10/14/2024 | 28.72 | 28.72 | 28.72 | 28.72 | 1.00 | |
10/11/2024 | 28.50 | 28.50 | 28.50 | 28.50 | 1.00 | |
10/10/2024 | 28.25 | 28.25 | 28.25 | 28.25 | 1.00 | |
10/09/2024 | 28.25 | 28.25 | 28.25 | 28.25 | 1.00 | |
10/08/2024 | 28.09 | 28.09 | 28.09 | 28.09 | 1.00 | |
10/07/2024 | 27.84 | 27.84 | 27.84 | 27.84 | 1.00 | |
10/04/2024 | 28.07 | 28.07 | 28.07 | 28.07 | 1.00 | |
10/03/2024 | 27.75 | 27.75 | 27.75 | 27.75 | 1.00 | |
10/02/2024 | 27.77 | 27.77 | 27.77 | 27.77 | 1.00 | |
10/01/2024 | 27.69 | 27.69 | 27.69 | 27.69 | 1.00 | |
09/30/2024 | 27.84 | 27.84 | 27.84 | 27.84 | 1.00 | |
09/27/2024 | 27.77 | 27.77 | 27.77 | 27.77 | 1.00 | |
09/26/2024 | 27.87 | 27.87 | 27.87 | 27.87 | 1.00 | |
09/25/2024 | 27.76 | 27.76 | 27.76 | 27.76 | 1.00 | |
09/24/2024 | 27.77 | 27.77 | 27.77 | 27.77 | 1.00 | |
09/23/2024 | 27.74 | 27.74 | 27.74 | 27.74 | 1.00 | |
09/20/2024 | 27.58 | 27.58 | 27.58 | 27.58 | 1.00 | |
09/19/2024 | 27.44 | 27.44 | 27.44 | 27.44 | 1.00 | |
09/18/2024 | 26.95 | 26.95 | 26.95 | 26.95 | 1.00 | |
09/17/2024 | 27.04 | 27.04 | 27.04 | 27.04 | 1.00 | |
09/16/2024 | 27.06 | 27.06 | 27.06 | 27.06 | 1.00 | |
09/13/2024 | 26.93 | 26.93 | 26.93 | 26.93 | 1.00 | |
09/12/2024 | 26.76 | 26.76 | 26.76 | 26.76 | 1.00 | |
09/11/2024 | 26.51 | 26.51 | 26.51 | 26.51 | 1.00 | |
09/10/2024 | 26.14 | 26.14 | 26.14 | 26.14 | 1.00 | |
09/09/2024 | 26.07 | 26.07 | 26.07 | 26.07 | 1.00 | |
09/06/2024 | 25.81 | 25.81 | 25.81 | 25.81 | 1.00 | |
09/05/2024 | 26.23 | 26.23 | 26.23 | 26.23 | 1.00 | |
09/04/2024 | 26.42 | 26.42 | 26.42 | 26.42 | 1.00 | |
09/03/2024 | 26.53 | 26.53 | 26.53 | 26.53 | 1.00 | |
08/30/2024 | 27.22 | 27.22 | 27.22 | 27.22 | 1.00 |
About Wellington Shields Mutual Fund history
Wellington Shields 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 Wellington is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Wellington Shields All 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 Wellington Shields stock prices may prove useful in developing a viable investing in Wellington Shields
The fund invests primarily in equity securities of all market capitalizations. Under normal market conditions, it will invest at least 80 percent of its total assets in equity securities. The fund may hold up to 20 percent of its net assets in derivative instruments and short positions at any time.
Wellington Shields Mutual Fund Technical Analysis
Wellington Shields 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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Wellington Shields Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Wellington Shields' price direction in advance. Along with the technical and fundamental analysis of Wellington Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Wellington 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 | 0.1539 | |||
Jensen Alpha | 0.047 | |||
Total Risk Alpha | 0.0259 | |||
Sortino Ratio | 0.0453 | |||
Treynor Ratio | 0.1706 |
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 Wellington Mutual Fund
Wellington Shields financial ratios help investors to determine whether Wellington 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 Wellington with respect to the benefits of owning Wellington Shields security.
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