Advisory Research Emerging Fund Technical Analysis
| ADVMX Fund | USD 15.54 0.21 1.33% |
As of the 3rd of March, Advisory Research shows the Mean Deviation of 0.8903, risk adjusted performance of 0.1929, and Downside Deviation of 1.17. Advisory Research technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Advisory Research Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Advisory, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to AdvisoryAdvisory |
Advisory Research 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Advisory Research's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Advisory Research.
| 12/03/2025 |
| 03/03/2026 |
If you would invest 0.00 in Advisory Research on December 3, 2025 and sell it all today you would earn a total of 0.00 from holding Advisory Research Emerging or generate 0.0% return on investment in Advisory Research over 90 days. Advisory Research is related to or competes with Vaughan Nelson, Advisory Research, Allianzgi Global, Goldman Sachs, The Gabelli, First Trust, and Gabelli Global. Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of companies... More
Advisory Research Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Advisory Research's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Advisory Research Emerging upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.17 | |||
| Information Ratio | 0.1761 | |||
| Maximum Drawdown | 4.97 | |||
| Value At Risk | (1.55) | |||
| Potential Upside | 2.04 |
Advisory Research Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Advisory Research's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Advisory Research's standard deviation. In reality, there are many statistical measures that can use Advisory Research historical prices to predict the future Advisory Research's volatility.| Risk Adjusted Performance | 0.1929 | |||
| Jensen Alpha | 0.2103 | |||
| Total Risk Alpha | 0.1648 | |||
| Sortino Ratio | 0.1701 | |||
| Treynor Ratio | 0.3237 |
Advisory Research March 3, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1929 | |||
| Market Risk Adjusted Performance | 0.3337 | |||
| Mean Deviation | 0.8903 | |||
| Semi Deviation | 0.8444 | |||
| Downside Deviation | 1.17 | |||
| Coefficient Of Variation | 403.21 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.27 | |||
| Information Ratio | 0.1761 | |||
| Jensen Alpha | 0.2103 | |||
| Total Risk Alpha | 0.1648 | |||
| Sortino Ratio | 0.1701 | |||
| Treynor Ratio | 0.3237 | |||
| Maximum Drawdown | 4.97 | |||
| Value At Risk | (1.55) | |||
| Potential Upside | 2.04 | |||
| Downside Variance | 1.36 | |||
| Semi Variance | 0.7131 | |||
| Expected Short fall | (0.97) | |||
| Skewness | (0.20) | |||
| Kurtosis | (0.36) |
Advisory Research Backtested Returns
Advisory Research appears to be very steady, given 3 months investment horizon. Advisory Research secures Sharpe Ratio (or Efficiency) of 0.2, which signifies that the fund had a 0.2 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Advisory Research Emerging, which you can use to evaluate the volatility of the entity. Please makes use of Advisory Research's Downside Deviation of 1.17, mean deviation of 0.8903, and Risk Adjusted Performance of 0.1929 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.83, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Advisory Research's returns are expected to increase less than the market. However, during the bear market, the loss of holding Advisory Research is expected to be smaller as well.
Auto-correlation | 0.41 |
Average predictability
Advisory Research Emerging has average predictability. Overlapping area represents the amount of predictability between Advisory Research time series from 3rd of December 2025 to 17th of January 2026 and 17th of January 2026 to 3rd of March 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Advisory Research price movement. The serial correlation of 0.41 indicates that just about 41.0% of current Advisory Research price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.41 | |
| Spearman Rank Test | 0.39 | |
| Residual Average | 0.0 | |
| Price Variance | 0.09 |
Advisory Research 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.
Advisory Research Technical Analysis
The output start index for this execution was two with a total number of output elements of fifty-nine. The Normalized Average True Range is used to analyze tradable apportunities for Advisory Research across different markets.
About Advisory Research Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Advisory Research Emerging on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Advisory Research Emerging based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Advisory Research price pattern first instead of the macroeconomic environment surrounding Advisory Research. By analyzing Advisory Research's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Advisory Research's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Advisory Research specific price patterns or momentum indicators. Please read more on our technical analysis page.
Advisory Research March 3, 2026 Technical Indicators
Most technical analysis of Advisory help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Advisory from various momentum indicators to cycle indicators. When you analyze Advisory charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1929 | |||
| Market Risk Adjusted Performance | 0.3337 | |||
| Mean Deviation | 0.8903 | |||
| Semi Deviation | 0.8444 | |||
| Downside Deviation | 1.17 | |||
| Coefficient Of Variation | 403.21 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.27 | |||
| Information Ratio | 0.1761 | |||
| Jensen Alpha | 0.2103 | |||
| Total Risk Alpha | 0.1648 | |||
| Sortino Ratio | 0.1701 | |||
| Treynor Ratio | 0.3237 | |||
| Maximum Drawdown | 4.97 | |||
| Value At Risk | (1.55) | |||
| Potential Upside | 2.04 | |||
| Downside Variance | 1.36 | |||
| Semi Variance | 0.7131 | |||
| Expected Short fall | (0.97) | |||
| Skewness | (0.20) | |||
| Kurtosis | (0.36) |
Advisory Research March 3, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Advisory stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | (Huge) | ||
| Rate Of Daily Change | 0.99 | ||
| Day Median Price | 15.54 | ||
| Day Typical Price | 15.54 | ||
| Price Action Indicator | (0.11) |
Other Information on Investing in Advisory Mutual Fund
Advisory Research financial ratios help investors to determine whether Advisory 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 Advisory with respect to the benefits of owning Advisory Research security.
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