Smallcap Fund Fka Fund Technical Analysis
| PLLAX Fund | USD 29.28 0.19 0.64% |
As of the 30th of January, Smallcap Fund has the Semi Deviation of 0.7877, coefficient of variation of 606.69, and Risk Adjusted Performance of 0.1238. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Smallcap Fund Fka, as well as the relationship between them.
Smallcap 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 Smallcap, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to SmallcapSmallcap |
Smallcap 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 Smallcap 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 Smallcap Fund.
| 11/01/2025 |
| 01/30/2026 |
If you would invest 0.00 in Smallcap Fund on November 1, 2025 and sell it all today you would earn a total of 0.00 from holding Smallcap Fund Fka or generate 0.0% return on investment in Smallcap Fund over 90 days. Smallcap Fund is related to or competes with Ab Global, Us Vector, Intal High, Materials Portfolio, Alternative Asset, Scharf Balanced, and Auer Growth. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment p... More
Smallcap 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 Smallcap 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 Smallcap Fund Fka upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.07 | |||
| Information Ratio | 0.115 | |||
| Maximum Drawdown | 7.79 | |||
| Value At Risk | (1.75) | |||
| Potential Upside | 1.81 |
Smallcap Fund Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Smallcap Fund's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Smallcap Fund's standard deviation. In reality, there are many statistical measures that can use Smallcap Fund historical prices to predict the future Smallcap Fund's volatility.| Risk Adjusted Performance | 0.1238 | |||
| Jensen Alpha | 0.177 | |||
| Total Risk Alpha | 0.1058 | |||
| Sortino Ratio | 0.1317 | |||
| Treynor Ratio | 0.6272 |
Smallcap Fund January 30, 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 | 0.1238 | |||
| Market Risk Adjusted Performance | 0.6372 | |||
| Mean Deviation | 0.8426 | |||
| Semi Deviation | 0.7877 | |||
| Downside Deviation | 1.07 | |||
| Coefficient Of Variation | 606.69 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.51 | |||
| Information Ratio | 0.115 | |||
| Jensen Alpha | 0.177 | |||
| Total Risk Alpha | 0.1058 | |||
| Sortino Ratio | 0.1317 | |||
| Treynor Ratio | 0.6272 | |||
| Maximum Drawdown | 7.79 | |||
| Value At Risk | (1.75) | |||
| Potential Upside | 1.81 | |||
| Downside Variance | 1.15 | |||
| Semi Variance | 0.6205 | |||
| Expected Short fall | (0.94) | |||
| Skewness | 1.49 | |||
| Kurtosis | 7.77 |
Smallcap Fund Fka Backtested Returns
Smallcap Fund appears to be very steady, given 3 months investment horizon. Smallcap Fund Fka owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.18, which indicates the fund had a 0.18 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Smallcap Fund Fka, which you can use to evaluate the volatility of the fund. Please review Smallcap Fund's Coefficient Of Variation of 606.69, risk adjusted performance of 0.1238, and Semi Deviation of 0.7877 to confirm if our risk estimates are consistent with your expectations. The entity has a beta of 0.31, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Smallcap Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Smallcap Fund is expected to be smaller as well.
Auto-correlation | 0.74 |
Good predictability
Smallcap Fund Fka has good predictability. Overlapping area represents the amount of predictability between Smallcap Fund time series from 1st of November 2025 to 16th of December 2025 and 16th of December 2025 to 30th 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 Smallcap Fund Fka price movement. The serial correlation of 0.74 indicates that around 74.0% of current Smallcap Fund price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.74 | |
| Spearman Rank Test | 0.76 | |
| Residual Average | 0.0 | |
| Price Variance | 0.61 |
Smallcap 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.
Smallcap Fund Fka 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 Smallcap Fund Fka volatility developed by Welles Wilder.
About Smallcap 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 Smallcap Fund Fka 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 Smallcap Fund Fka based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Smallcap Fund Fka price pattern first instead of the macroeconomic environment surrounding Smallcap Fund Fka. By analyzing Smallcap 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 Smallcap 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 Smallcap Fund specific price patterns or momentum indicators. Please read more on our technical analysis page.
Smallcap Fund January 30, 2026 Technical Indicators
Most technical analysis of Smallcap 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 Smallcap from various momentum indicators to cycle indicators. When you analyze Smallcap 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 | 0.1238 | |||
| Market Risk Adjusted Performance | 0.6372 | |||
| Mean Deviation | 0.8426 | |||
| Semi Deviation | 0.7877 | |||
| Downside Deviation | 1.07 | |||
| Coefficient Of Variation | 606.69 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.51 | |||
| Information Ratio | 0.115 | |||
| Jensen Alpha | 0.177 | |||
| Total Risk Alpha | 0.1058 | |||
| Sortino Ratio | 0.1317 | |||
| Treynor Ratio | 0.6272 | |||
| Maximum Drawdown | 7.79 | |||
| Value At Risk | (1.75) | |||
| Potential Upside | 1.81 | |||
| Downside Variance | 1.15 | |||
| Semi Variance | 0.6205 | |||
| Expected Short fall | (0.94) | |||
| Skewness | 1.49 | |||
| Kurtosis | 7.77 |
Smallcap Fund Fka One Year Return
Based on the recorded statements, Smallcap Fund Fka has an One Year Return of 16.959%. This is 30.75% lower than that of the Principal Funds family and significantly higher than that of the Small Blend 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.Smallcap Fund January 30, 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 Smallcap 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 | 29.28 | ||
| Day Typical Price | 29.28 | ||
| Price Action Indicator | (0.09) |
Other Information on Investing in Smallcap Mutual Fund
Smallcap Fund financial ratios help investors to determine whether Smallcap 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 Smallcap with respect to the benefits of owning Smallcap Fund security.
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