Equity Series Class Fund Technical Analysis
| EXEYX Fund | USD 14.48 0.08 0.55% |
As of the 29th of January, Equity Series shows the Mean Deviation of 0.906, coefficient of variation of 712.34, and Downside Deviation of 0.8912. Equity Series Class 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 Series 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 Series '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 Series' 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 Series.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Equity Series on October 31, 2025 and sell it all today you would earn a total of 0.00 from holding Equity Series Class or generate 0.0% return on investment in Equity Series over 90 days. Equity Series is related to or competes with Alger Balanced, Lazard International, Lazard Enhanced, Foreign Smaller, Lazard International, Lazard Us, and Nuveen New. The fund normally invests at least 80 percent of its assets in equity securities More
Equity Series 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 Series' 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 Series Class upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8912 | |||
| Information Ratio | 0.1069 | |||
| Maximum Drawdown | 14.81 | |||
| Value At Risk | (1.44) | |||
| Potential Upside | 1.42 |
Equity Series Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Equity Series' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Equity Series' standard deviation. In reality, there are many statistical measures that can use Equity Series historical prices to predict the future Equity Series' volatility.| Risk Adjusted Performance | 0.108 | |||
| Jensen Alpha | 0.2141 | |||
| Total Risk Alpha | 0.1175 | |||
| Sortino Ratio | 0.2194 | |||
| Treynor Ratio | 0.387 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Equity Series' 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 Series January 29, 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 | 0.108 | |||
| Market Risk Adjusted Performance | 0.397 | |||
| Mean Deviation | 0.906 | |||
| Semi Deviation | 0.5666 | |||
| Downside Deviation | 0.8912 | |||
| Coefficient Of Variation | 712.34 | |||
| Standard Deviation | 1.83 | |||
| Variance | 3.35 | |||
| Information Ratio | 0.1069 | |||
| Jensen Alpha | 0.2141 | |||
| Total Risk Alpha | 0.1175 | |||
| Sortino Ratio | 0.2194 | |||
| Treynor Ratio | 0.387 | |||
| Maximum Drawdown | 14.81 | |||
| Value At Risk | (1.44) | |||
| Potential Upside | 1.42 | |||
| Downside Variance | 0.7942 | |||
| Semi Variance | 0.3211 | |||
| Expected Short fall | (1.24) | |||
| Skewness | 5.4 | |||
| Kurtosis | 37.07 |
Equity Series Class Backtested Returns
Equity Series appears to be not too volatile, given 3 months investment horizon. Equity Series Class secures Sharpe Ratio (or Efficiency) of 0.14, which denotes the fund had a 0.14 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Equity Series Class, which you can use to evaluate the volatility of the entity. Please utilize Equity Series' Mean Deviation of 0.906, coefficient of variation of 712.34, and Downside Deviation of 0.8912 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.64, which means possible diversification benefits within a given portfolio. As returns on the market increase, Equity Series' returns are expected to increase less than the market. However, during the bear market, the loss of holding Equity Series is expected to be smaller as well.
Auto-correlation | -0.04 |
Very weak reverse predictability
Equity Series Class has very weak reverse predictability. Overlapping area represents the amount of predictability between Equity Series time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 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 Series Class price movement. The serial correlation of -0.04 indicates that only as little as 4.0% of current Equity Series price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.04 | |
| Spearman Rank Test | 0.37 | |
| Residual Average | 0.0 | |
| Price Variance | 0.16 |
Equity Series 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 Series Class Technical Analysis
Indicator |
The output start index for this execution was one with a total number of output elements of sixty. The True Range is a measure of Equity Series Class volatility developed by Welles Wilder.
About Equity Series 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 Series Class 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 Series Class based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Equity Series Class price pattern first instead of the macroeconomic environment surrounding Equity Series Class. By analyzing Equity Series'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 Series'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 Series specific price patterns or momentum indicators. Please read more on our technical analysis page.
Equity Series January 29, 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 | 0.108 | |||
| Market Risk Adjusted Performance | 0.397 | |||
| Mean Deviation | 0.906 | |||
| Semi Deviation | 0.5666 | |||
| Downside Deviation | 0.8912 | |||
| Coefficient Of Variation | 712.34 | |||
| Standard Deviation | 1.83 | |||
| Variance | 3.35 | |||
| Information Ratio | 0.1069 | |||
| Jensen Alpha | 0.2141 | |||
| Total Risk Alpha | 0.1175 | |||
| Sortino Ratio | 0.2194 | |||
| Treynor Ratio | 0.387 | |||
| Maximum Drawdown | 14.81 | |||
| Value At Risk | (1.44) | |||
| Potential Upside | 1.42 | |||
| Downside Variance | 0.7942 | |||
| Semi Variance | 0.3211 | |||
| Expected Short fall | (1.24) | |||
| Skewness | 5.4 | |||
| Kurtosis | 37.07 |
Equity Series January 29, 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 | 0.99 | ||
| Day Median Price | 14.48 | ||
| Day Typical Price | 14.48 | ||
| Price Action Indicator | (0.04) |
Other Information on Investing in Equity Mutual Fund
Equity Series 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 Series security.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Global Correlations Find global opportunities by holding instruments from different markets |