Guggenheim Styleplus Fund Price on October 5, 2022
SFEPX Fund | USD 20.85 0.13 0.62% |
Below is the normalized historical share price chart for Guggenheim Styleplus extending back to May 01, 2015. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Guggenheim Styleplus stands at 20.85, as last reported on the 18th of April 2024, with the highest price reaching 20.85 and the lowest price hitting 20.85 during the day.
If you're considering investing in Guggenheim Mutual Fund, it is important to understand the factors that can impact its price. We consider Guggenheim Styleplus very steady. Guggenheim Styleplus holds Efficiency (Sharpe) Ratio of 0.0869, which attests that the entity had a 0.0869% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Guggenheim Styleplus, which you can use to evaluate the volatility of the entity. Please check out Guggenheim Styleplus' Risk Adjusted Performance of 0.0684, downside deviation of 0.7143, and Market Risk Adjusted Performance of 0.0772 to validate if the risk estimate we provide is consistent with the expected return of 0.0631%.
Guggenheim Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Guggenheim |
Sharpe Ratio = 0.0869
Best Portfolio | Best Equity | |||
Good Returns | ||||
Average Returns | ||||
Small Returns | ||||
Cash | SFEPX | Average Risk | High Risk | Huge Risk |
Negative Returns |
Estimated Market Risk
0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Guggenheim Styleplus is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Guggenheim Styleplus by adding it to a well-diversified portfolio.
Guggenheim Styleplus Valuation on October 5, 2022
It is possible to determine the worth of Guggenheim Styleplus on a given historical date. On October 5, 2022 Guggenheim was worth 22.02 at the beginning of the trading date compared to the closed value of 15.45. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Guggenheim Styleplus mutual fund. Still, in general, we apply an absolute valuation method to find Guggenheim Styleplus' value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Guggenheim Styleplus where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Guggenheim Styleplus' related companies.
Open | High | Low | Close | Volume | |
22.07 | 22.07 | 15.49 | 15.49 | 1.00 | |
10/05/2022 | 22.02 | 22.02 | 15.45 | 15.45 | 1.00 |
21.78 | 21.78 | 15.28 | 15.28 | 1.00 |
Backtest Guggenheim Styleplus | | | Guggenheim Styleplus History | | | Guggenheim Styleplus Valuation | Previous | Next |
Guggenheim Styleplus Trading Date Momentum on October 5, 2022
On October 06 2022 Guggenheim Styleplus was traded for 15.28 at the closing time. The highest daily price throughout the period was 21.78 and the lowest price was 15.28 . There was no trading activity during the period 1.0. Lack of trading volume on 10/06/2022 added to the next day price reduction. The trading price change to closing price of the next trading day was 1.10% . The overall trading delta to current closing price is 38.12% . |
Guggenheim Styleplus Fundamentals Correlations and Trends
By evaluating Guggenheim Styleplus' financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Guggenheim Styleplus' main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Guggenheim financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Guggenheim Styleplus Mutual Fund history
Guggenheim Styleplus investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Guggenheim is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Guggenheim Styleplus will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Guggenheim Styleplus stock prices may prove useful in developing a viable investing in Guggenheim Styleplus
The fund seeks to exceed the total return of the SP 500 Index. It pursues its objective by investing, under normal circumstances, at least 80 percent of its assets in equity securities issued by companies that have market capitalizations within the range of companies in the index investment vehicles that provide exposure to companies that have market capitalizations within the range of companies in the index and equity derivatives.
Guggenheim Styleplus Mutual Fund Technical Analysis
Guggenheim Styleplus 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.
Price Boundaries
Guggenheim Styleplus Period Price Range
Low | October 5, 2022
| High |
22.02 | 15.45 |
Guggenheim Styleplus April 18, 2024 Market Strength
Market strength indicators help investors to evaluate how Guggenheim Styleplus mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Guggenheim Styleplus shares will generate the highest return on investment. By undertsting and applying Guggenheim Styleplus mutual fund market strength indicators, traders can identify Guggenheim Styleplus entry and exit signals to maximize returns
Guggenheim Styleplus Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Guggenheim Styleplus' price direction in advance. Along with the technical and fundamental analysis of Guggenheim Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Guggenheim to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
Risk Adjusted Performance | 0.0684 | |||
Jensen Alpha | 0.0222 | |||
Total Risk Alpha | 0.0152 | |||
Sortino Ratio | 0.0326 | |||
Treynor Ratio | 0.0672 |
Cycle Indicators | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Guggenheim Styleplus . Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.