Heritage Fund R Fund Technical Analysis
| ATHWX Fund | USD 15.47 0.16 1.02% |
As of the 5th of February, Heritage Fund retains the Market Risk Adjusted Performance of 2.0, risk adjusted performance of 0.0875, and Downside Deviation of 1.19. Heritage Fund technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the entity's future prices.
Heritage Fund Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Heritage, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to HeritageHeritage |
Heritage Fund '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 Heritage Fund'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 Heritage Fund.
| 11/07/2025 |
| 02/05/2026 |
If you would invest 0.00 in Heritage Fund on November 7, 2025 and sell it all today you would earn a total of 0.00 from holding Heritage Fund R or generate 0.0% return on investment in Heritage Fund over 90 days. Heritage Fund is related to or competes with Goldman Sachs, Precious Metals, Gold Portfolio, Invesco Gold, Gabelli Gold, Global Gold, and International Investors. The fund normally invests in stocks of medium-sized companies that the adviser believes will increase in value over time... More
Heritage Fund 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 Heritage Fund'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 Heritage Fund R upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.19 | |||
| Information Ratio | 0.0946 | |||
| Maximum Drawdown | 42.12 | |||
| Value At Risk | (2.05) | |||
| Potential Upside | 1.5 |
Heritage Fund Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Heritage Fund's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Heritage Fund's standard deviation. In reality, there are many statistical measures that can use Heritage Fund historical prices to predict the future Heritage Fund's volatility.| Risk Adjusted Performance | 0.0875 | |||
| Jensen Alpha | 0.5154 | |||
| Total Risk Alpha | 0.1574 | |||
| Sortino Ratio | 0.3979 | |||
| Treynor Ratio | 1.99 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Heritage Fund'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.
Heritage Fund February 5, 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 | 0.0875 | |||
| Market Risk Adjusted Performance | 2.0 | |||
| Mean Deviation | 1.52 | |||
| Semi Deviation | 0.6848 | |||
| Downside Deviation | 1.19 | |||
| Coefficient Of Variation | 931.08 | |||
| Standard Deviation | 5.03 | |||
| Variance | 25.27 | |||
| Information Ratio | 0.0946 | |||
| Jensen Alpha | 0.5154 | |||
| Total Risk Alpha | 0.1574 | |||
| Sortino Ratio | 0.3979 | |||
| Treynor Ratio | 1.99 | |||
| Maximum Drawdown | 42.12 | |||
| Value At Risk | (2.05) | |||
| Potential Upside | 1.5 | |||
| Downside Variance | 1.43 | |||
| Semi Variance | 0.4689 | |||
| Expected Short fall | (1.97) | |||
| Skewness | 7.6 | |||
| Kurtosis | 60.33 |
Heritage Fund R Backtested Returns
Heritage Fund appears to be somewhat reliable, given 3 months investment horizon. Heritage Fund R holds Efficiency (Sharpe) Ratio of 0.11, which attests that the entity had a 0.11 % return per unit of risk over the last 3 months. By evaluating Heritage Fund's technical indicators, you can evaluate if the expected return of 0.6% is justified by implied risk. Please utilize Heritage Fund's Market Risk Adjusted Performance of 2.0, downside deviation of 1.19, and Risk Adjusted Performance of 0.0875 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of 0.27, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Heritage Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Heritage Fund is expected to be smaller as well.
Auto-correlation | -0.79 |
Almost perfect reverse predictability
Heritage Fund R has almost perfect reverse predictability. Overlapping area represents the amount of predictability between Heritage Fund time series from 7th of November 2025 to 22nd of December 2025 and 22nd of December 2025 to 5th 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 Heritage Fund R price movement. The serial correlation of -0.79 indicates that around 79.0% of current Heritage Fund price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.79 | |
| Spearman Rank Test | -0.24 | |
| Residual Average | 0.0 | |
| Price Variance | 0.07 |
Heritage Fund 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.
Heritage Fund R Technical Analysis
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Heritage Fund R volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Heritage Fund 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 Heritage Fund R 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 Heritage Fund R based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Heritage Fund R price pattern first instead of the macroeconomic environment surrounding Heritage Fund R. By analyzing Heritage Fund'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 Heritage Fund'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 Heritage Fund specific price patterns or momentum indicators. Please read more on our technical analysis page.
Heritage Fund February 5, 2026 Technical Indicators
Most technical analysis of Heritage 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 Heritage from various momentum indicators to cycle indicators. When you analyze Heritage 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 | 0.0875 | |||
| Market Risk Adjusted Performance | 2.0 | |||
| Mean Deviation | 1.52 | |||
| Semi Deviation | 0.6848 | |||
| Downside Deviation | 1.19 | |||
| Coefficient Of Variation | 931.08 | |||
| Standard Deviation | 5.03 | |||
| Variance | 25.27 | |||
| Information Ratio | 0.0946 | |||
| Jensen Alpha | 0.5154 | |||
| Total Risk Alpha | 0.1574 | |||
| Sortino Ratio | 0.3979 | |||
| Treynor Ratio | 1.99 | |||
| Maximum Drawdown | 42.12 | |||
| Value At Risk | (2.05) | |||
| Potential Upside | 1.5 | |||
| Downside Variance | 1.43 | |||
| Semi Variance | 0.4689 | |||
| Expected Short fall | (1.97) | |||
| Skewness | 7.6 | |||
| Kurtosis | 60.33 |
Heritage Fund R One Year Return
Based on the recorded statements, Heritage Fund R has an One Year Return of 1.6126%. This is 535.84% lower than that of the American Century Investments family and significantly higher than that of the Mid-Cap Growth 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.Heritage Fund February 5, 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 Heritage 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 | 15.47 | ||
| Day Typical Price | 15.47 | ||
| Price Action Indicator | (0.08) |
Other Information on Investing in Heritage Mutual Fund
Heritage Fund financial ratios help investors to determine whether Heritage 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 Heritage with respect to the benefits of owning Heritage Fund security.
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