Ancorathelen Small Mid Cap Fund Price on September 27, 2024
| AATSX Fund | USD 22.74 0.07 0.31% |
Below is the normalized historical share price chart for Ancorathelen Small Mid Cap extending back to June 25, 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 Ancorathelen Small stands at 22.74, as last reported on the 1st of December, with the highest price reaching 22.74 and the lowest price hitting 22.74 during the day.
If you're considering investing in Ancorathelen Mutual Fund, it is important to understand the factors that can impact its price. Ancorathelen Small appears to be very steady, given 3 months investment horizon. Ancorathelen Small Mid secures Sharpe Ratio (or Efficiency) of 0.22, which signifies that the fund had a 0.22% return per unit of standard deviation over the last 3 months. We have found twenty-eight technical indicators for Ancorathelen Small Mid Cap, which you can use to evaluate the volatility of the entity. Please makes use of Ancorathelen Small's mean deviation of 0.7836, and Risk Adjusted Performance of 0.148 to double-check if our risk estimates are consistent with your expectations.
Ancorathelen Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Ancorathelen |
Sharpe Ratio = 0.2235
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Estimated Market Risk
| 1.02 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Ancorathelen Small is performing at about 17% 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 Ancorathelen Small by adding it to a well-diversified portfolio.
Ancorathelen Small Valuation on September 27, 2024
It is possible to determine the worth of Ancorathelen Small on a given historical date. On September 27, 2024 Ancorathelen was worth 20.54 at the beginning of the trading date compared to the closed value of 20.54. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Ancorathelen Small mutual fund. Still, in general, we apply an absolute valuation method to find Ancorathelen Small'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 Ancorathelen Small where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Ancorathelen Small's related companies.
| Open | High | Low | Close | Volume | |
| 20.37 | 20.37 | 20.37 | 20.37 | 1.00 | |
09/27/2024 | 20.54 | 20.54 | 20.54 | 20.54 | 1.00 |
| 20.54 | 20.54 | 20.54 | 20.54 | 1.00 |
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Ancorathelen Small Trading Date Momentum on September 27, 2024
| On September 30 2024 Ancorathelen Small Mid Cap was traded for 20.54 at the closing time. The highest daily price throughout the period was 20.54 and the lowest price was 20.54 . There was no trading activity during the period 1.0. Lack of trading volume on 09/30/2024 did not affect price variability. The overall trading delta to current closing price is 1.75% . |
Ancorathelen Small Mid Fundamentals Correlations and Trends
By evaluating Ancorathelen Small'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 Ancorathelen Small's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Ancorathelen financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Ancorathelen Small Mutual Fund history
Ancorathelen Small 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 Ancorathelen is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Ancorathelen Small Mid 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 Ancorathelen Small stock prices may prove useful in developing a viable investing in Ancorathelen Small
The fund normally will invest at least 80 percent of its net assets in the equity securities of small to mid cap companies. Currently, the adviser defines a small to mid-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2500 Index, an index that tracks stocks of 2,500 of the smallest U.S. companies, or is 10 billion or less at the time of investment.
Ancorathelen Small Mutual Fund Technical Analysis
Ancorathelen Small 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
Ancorathelen Small Period Price Range
Low | December 1, 2024
| High |
0.00 | 0.00 |
Ancorathelen Small Mid Cap cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Ancorathelen Small December 1, 2024 Market Strength
Market strength indicators help investors to evaluate how Ancorathelen Small 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 Ancorathelen Small shares will generate the highest return on investment. By undertsting and applying Ancorathelen Small mutual fund market strength indicators, traders can identify Ancorathelen Small Mid Cap entry and exit signals to maximize returns
Ancorathelen Small Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Ancorathelen Small's price direction in advance. Along with the technical and fundamental analysis of Ancorathelen Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Ancorathelen 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 | 0.148 | |||
| Jensen Alpha | 0.0424 | |||
| Total Risk Alpha | 0.0146 | |||
| Sortino Ratio | 0.0644 | |||
| Treynor Ratio | 0.1633 |
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| Volume Indicators |
Other Information on Investing in Ancorathelen Mutual Fund
Ancorathelen Small financial ratios help investors to determine whether Ancorathelen 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 Ancorathelen with respect to the benefits of owning Ancorathelen Small security.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |