Equity Income Fund Technical Analysis
| AEUDX Fund | USD 9.09 0.02 0.22% |
As of the 10th of February, Equity Income shows the Standard Deviation of 1.06, mean deviation of 0.5358, and Coefficient Of Variation of 365.29. Equity Income technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices.
Equity Income Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Equity, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to EquityEquity |
Equity Income '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 Equity Income'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 Equity Income.
| 11/12/2025 |
| 02/10/2026 |
If you would invest 0.00 in Equity Income on November 12, 2025 and sell it all today you would earn a total of 0.00 from holding Equity Income Fund or generate 0.0% return on investment in Equity Income over 90 days. Equity Income is related to or competes with Mid Cap, Equity Growth, Income Growth, Diversified Bond, Emerging Markets, Short Term, and Value Fund. The portfolio managers look for equity securities of companies with a favorable income-paying history that have prospect... More
Equity Income 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 Equity Income'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 Equity Income Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.4813 | |||
| Information Ratio | 0.1813 | |||
| Maximum Drawdown | 8.78 | |||
| Value At Risk | (0.69) | |||
| Potential Upside | 1.17 |
Equity Income Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Equity Income's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Equity Income's standard deviation. In reality, there are many statistical measures that can use Equity Income historical prices to predict the future Equity Income's volatility.| Risk Adjusted Performance | 0.222 | |||
| Jensen Alpha | 0.2544 | |||
| Total Risk Alpha | 0.164 | |||
| Sortino Ratio | 0.4004 | |||
| Treynor Ratio | 0.9303 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Equity Income's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Equity Income February 10, 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 | 0.222 | |||
| Market Risk Adjusted Performance | 0.9403 | |||
| Mean Deviation | 0.5358 | |||
| Downside Deviation | 0.4813 | |||
| Coefficient Of Variation | 365.29 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.13 | |||
| Information Ratio | 0.1813 | |||
| Jensen Alpha | 0.2544 | |||
| Total Risk Alpha | 0.164 | |||
| Sortino Ratio | 0.4004 | |||
| Treynor Ratio | 0.9303 | |||
| Maximum Drawdown | 8.78 | |||
| Value At Risk | (0.69) | |||
| Potential Upside | 1.17 | |||
| Downside Variance | 0.2317 | |||
| Semi Variance | (0.18) | |||
| Expected Short fall | (0.79) | |||
| Skewness | 5.37 | |||
| Kurtosis | 37.51 |
Equity Income Backtested Returns
Equity Income appears to be not too volatile, given 3 months investment horizon. Equity Income secures Sharpe Ratio (or Efficiency) of 0.26, which denotes the fund had a 0.26 % return per unit of risk over the last 3 months. We have found twenty-five technical indicators for Equity Income Fund, which you can use to evaluate the volatility of the entity. Please utilize Equity Income's Coefficient Of Variation of 365.29, mean deviation of 0.5358, and Standard Deviation of 1.06 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.3, which means possible diversification benefits within a given portfolio. As returns on the market increase, Equity Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Equity Income is expected to be smaller as well.
Auto-correlation | 0.93 |
Excellent predictability
Equity Income Fund has excellent predictability. Overlapping area represents the amount of predictability between Equity Income time series from 12th of November 2025 to 27th of December 2025 and 27th of December 2025 to 10th of February 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 Equity Income price movement. The serial correlation of 0.93 indicates that approximately 93.0% of current Equity Income price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.93 | |
| Spearman Rank Test | 0.89 | |
| Residual Average | 0.0 | |
| Price Variance | 0.03 |
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.
Equity Income Technical Analysis
The output start index for this execution was one with a total number of output elements of sixty. The Normalized Average True Range is used to analyze tradable apportunities for Equity Income across different markets.
About Equity Income 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 Equity Income Fund 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 Equity Income Fund based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Equity Income price pattern first instead of the macroeconomic environment surrounding Equity Income. By analyzing Equity Income'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 Equity Income'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 Equity Income specific price patterns or momentum indicators. Please read more on our technical analysis page.
Equity Income February 10, 2026 Technical Indicators
Most technical analysis of Equity 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 Equity from various momentum indicators to cycle indicators. When you analyze Equity 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 | 0.222 | |||
| Market Risk Adjusted Performance | 0.9403 | |||
| Mean Deviation | 0.5358 | |||
| Downside Deviation | 0.4813 | |||
| Coefficient Of Variation | 365.29 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.13 | |||
| Information Ratio | 0.1813 | |||
| Jensen Alpha | 0.2544 | |||
| Total Risk Alpha | 0.164 | |||
| Sortino Ratio | 0.4004 | |||
| Treynor Ratio | 0.9303 | |||
| Maximum Drawdown | 8.78 | |||
| Value At Risk | (0.69) | |||
| Potential Upside | 1.17 | |||
| Downside Variance | 0.2317 | |||
| Semi Variance | (0.18) | |||
| Expected Short fall | (0.79) | |||
| Skewness | 5.37 | |||
| Kurtosis | 37.51 |
Equity Income One Year Return
Based on the recorded statements, Equity Income Fund has an One Year Return of 16.557%. This is 4574.86% lower than that of the American Century Investments family and significantly higher than that of the Large Value category. The one year return for all United States funds is notably lower than that of the firm.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.Equity Income February 10, 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 Equity 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 | 1.00 | ||
| Day Median Price | 9.09 | ||
| Day Typical Price | 9.09 | ||
| Price Action Indicator | (0.01) |
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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