Small Capitalization Portfolio Fund Price on May 3, 2023
| SSCPX Fund | USD 7.20 0.15 2.04% |
Below is the normalized historical share price chart for Small Capitalization Portfolio extending back to November 17, 1997. 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 Small Capitalization stands at 7.20, as last reported on the 2nd of May, with the highest price reaching 7.20 and the lowest price hitting 7.20 during the day.
If you're considering investing in Small Mutual Fund, it is important to understand the factors that can impact its price. We consider Small Capitalization not too volatile. Small Capitalization owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0464, which indicates the fund had a 0.0464% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Small Capitalization Portfolio, which you can use to evaluate the volatility of the fund. Please validate Small Capitalization's Coefficient Of Variation of 2063.13, risk adjusted performance of 0.0363, and Semi Deviation of 1.27 to confirm if the risk estimate we provide is consistent with the expected return of 0.0608%.
Small Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Small |
Sharpe Ratio = 0.0464
| Best Portfolio | Best Equity | |||
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| Cash | SSCPX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.31 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Small Capitalization is performing at about 3% 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 Small Capitalization by adding it to a well-diversified portfolio.
Small Capitalization Main Headline on 3rd of May 2023
Big Hedge Funds Face New 72-Hour Deadline to Report Major Lo... by news.google.com
Big Hedge Funds Face New 72-Hour Deadline to Report Major Losses Yahoo Finance
Small Capitalization Valuation on May 3, 2023
It is possible to determine the worth of Small Capitalization on a given historical date. On May 3, 2023 Small was worth 5.89 at the beginning of the trading date compared to the closed value of 5.89. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Small Capitalization mutual fund. Still, in general, we apply an absolute valuation method to find Small Capitalization's 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 Small Capitalization where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Small Capitalization's related companies.
| Open | High | Low | Close | Volume | |
| 5.85 | 5.85 | 5.85 | 5.85 | 1.00 | |
05/03/2023 | 5.89 | 5.89 | 5.89 | 5.89 | 1.00 |
| 5.81 | 5.81 | 5.81 | 5.81 | 1.00 |
| Backtest Small Capitalization | | | Small Capitalization History | | | Small Capitalization Valuation | Previous | Next |
Small Capitalization Trading Date Momentum on May 3, 2023
| On May 04 2023 Small Capitalization Portfolio was traded for 5.81 at the closing time. The highest daily price throughout the period was 5.81 and the lowest price was 5.81 . There was no trading activity during the period 1.0. Lack of trading volume on 05/04/2023 added to the next day price reduction. The trading price change to closing price of the next trading day was 1.36% . The trading price change to current closing price is 0.34% . |
Small Capitalization Fundamentals Correlations and Trends
By evaluating Small Capitalization's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Small Capitalization's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Small financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Small Capitalization Mutual Fund history
Small Capitalization 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 Small is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Small Capitalization 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 Small Capitalization stock prices may prove useful in developing a viable investing in Small Capitalization
The fund will normally invest at least 80 percent of its total assets in common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000 Index. The Russell 2000 Index is reconstituted annually at the midpoint of the calendar year. Under adverse market conditions, the fund may also make temporary investments in investment grade debt securities.
Small Capitalization Mutual Fund Technical Analysis
Small Capitalization 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
Small Capitalization Period Price Range
Low | May 3, 2023
| High |
5.89 | 5.89 |
Small Capitalization May 2, 2024 Market Strength
Market strength indicators help investors to evaluate how Small Capitalization 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 Small Capitalization shares will generate the highest return on investment. By undertsting and applying Small Capitalization mutual fund market strength indicators, traders can identify Small Capitalization Portfolio entry and exit signals to maximize returns
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 5.89 | |||
| Day Typical Price | 5.89 | |||
| Period Momentum Indicator | 1.31 | |||
| Relative Strength Index | 48.77 |
Small Capitalization Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Small Capitalization's price direction in advance. Along with the technical and fundamental analysis of Small Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Small 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 | 0.0363 | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | 0.0037 | |||
| Treynor Ratio | 0.0319 |
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| Volume Indicators |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Small Capitalization Portfolio. 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 Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.