Davenport Balanced Income Fund Technical Analysis
| DBALX Fund | USD 14.19 0.01 0.07% |
As of the 19th of February, Davenport Balanced shows the Standard Deviation of 0.4663, mean deviation of 0.3418, and Coefficient Of Variation of 388.81. Davenport Balanced 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.
Davenport Balanced Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Davenport, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to DavenportDavenport |
Davenport Balanced '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 Davenport Balanced'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 Davenport Balanced.
| 11/21/2025 |
| 02/19/2026 |
If you would invest 0.00 in Davenport Balanced on November 21, 2025 and sell it all today you would earn a total of 0.00 from holding Davenport Balanced Income or generate 0.0% return on investment in Davenport Balanced over 90 days. Davenport Balanced is related to or competes with Davenport Small, Davenport Core, Davenport Insider, Davenport Value, and Davenport Equity. The fund invests in a diversified portfolio of equity and fixed income securities, including exchange-traded funds that ... More
Davenport Balanced 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 Davenport Balanced'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 Davenport Balanced Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.3764 | |||
| Information Ratio | 0.1571 | |||
| Maximum Drawdown | 3.07 | |||
| Value At Risk | (0.54) | |||
| Potential Upside | 0.7716 |
Davenport Balanced Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Davenport Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Davenport Balanced's standard deviation. In reality, there are many statistical measures that can use Davenport Balanced historical prices to predict the future Davenport Balanced's volatility.| Risk Adjusted Performance | 0.1966 | |||
| Jensen Alpha | 0.0954 | |||
| Total Risk Alpha | 0.0883 | |||
| Sortino Ratio | 0.1947 | |||
| Treynor Ratio | 0.2779 |
Davenport Balanced February 19, 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 | 0.1966 | |||
| Market Risk Adjusted Performance | 0.2879 | |||
| Mean Deviation | 0.3418 | |||
| Downside Deviation | 0.3764 | |||
| Coefficient Of Variation | 388.81 | |||
| Standard Deviation | 0.4663 | |||
| Variance | 0.2174 | |||
| Information Ratio | 0.1571 | |||
| Jensen Alpha | 0.0954 | |||
| Total Risk Alpha | 0.0883 | |||
| Sortino Ratio | 0.1947 | |||
| Treynor Ratio | 0.2779 | |||
| Maximum Drawdown | 3.07 | |||
| Value At Risk | (0.54) | |||
| Potential Upside | 0.7716 | |||
| Downside Variance | 0.1416 | |||
| Semi Variance | (0.03) | |||
| Expected Short fall | (0.43) | |||
| Skewness | 1.13 | |||
| Kurtosis | 4.36 |
Davenport Balanced Income Backtested Returns
At this stage we consider Davenport Mutual Fund to be very steady. Davenport Balanced Income secures Sharpe Ratio (or Efficiency) of 0.33, which denotes the fund had a 0.33 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Davenport Balanced Income, which you can use to evaluate the volatility of the entity. Please confirm Davenport Balanced's Coefficient Of Variation of 388.81, mean deviation of 0.3418, and Standard Deviation of 0.4663 to check if the risk estimate we provide is consistent with the expected return of 0.15%. The fund shows a Beta (market volatility) of 0.4, which means possible diversification benefits within a given portfolio. As returns on the market increase, Davenport Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Davenport Balanced is expected to be smaller as well.
Auto-correlation | 0.75 |
Good predictability
Davenport Balanced Income has good predictability. Overlapping area represents the amount of predictability between Davenport Balanced time series from 21st of November 2025 to 5th of January 2026 and 5th of January 2026 to 19th 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 Davenport Balanced Income price movement. The serial correlation of 0.75 indicates that around 75.0% of current Davenport Balanced price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.75 | |
| Spearman Rank Test | 0.87 | |
| Residual Average | 0.0 | |
| Price Variance | 0.03 |
Davenport Balanced 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.
Davenport Balanced Income Technical Analysis
The output start index for this execution was ten with a total number of output elements of fifty-one. 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 Davenport Balanced Income volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Davenport Balanced 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 Davenport Balanced Income 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 Davenport Balanced Income based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Davenport Balanced Income price pattern first instead of the macroeconomic environment surrounding Davenport Balanced Income. By analyzing Davenport Balanced'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 Davenport Balanced'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 Davenport Balanced specific price patterns or momentum indicators. Please read more on our technical analysis page.
Davenport Balanced February 19, 2026 Technical Indicators
Most technical analysis of Davenport 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 Davenport from various momentum indicators to cycle indicators. When you analyze Davenport 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 | 0.1966 | |||
| Market Risk Adjusted Performance | 0.2879 | |||
| Mean Deviation | 0.3418 | |||
| Downside Deviation | 0.3764 | |||
| Coefficient Of Variation | 388.81 | |||
| Standard Deviation | 0.4663 | |||
| Variance | 0.2174 | |||
| Information Ratio | 0.1571 | |||
| Jensen Alpha | 0.0954 | |||
| Total Risk Alpha | 0.0883 | |||
| Sortino Ratio | 0.1947 | |||
| Treynor Ratio | 0.2779 | |||
| Maximum Drawdown | 3.07 | |||
| Value At Risk | (0.54) | |||
| Potential Upside | 0.7716 | |||
| Downside Variance | 0.1416 | |||
| Semi Variance | (0.03) | |||
| Expected Short fall | (0.43) | |||
| Skewness | 1.13 | |||
| Kurtosis | 4.36 |
Davenport Balanced February 19, 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 Davenport 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 | 14.19 | ||
| Day Typical Price | 14.19 | ||
| Price Action Indicator | 0.00 |
Other Information on Investing in Davenport Mutual Fund
Davenport Balanced financial ratios help investors to determine whether Davenport 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 Davenport with respect to the benefits of owning Davenport Balanced security.
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