Ancorathelen Small Mid Cap Fund Price on October 3, 2024
| AATSX Fund | USD 22.67 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 Ancora/thelen Small-mid stands at 22.67, as last reported on the 2nd of December, with the highest price reaching 22.67 and the lowest price hitting 22.67 during the day.
If you're considering investing in Ancora/thelen Mutual Fund, it is important to understand the factors that can impact its price. Ancora/thelen Small-mid appears to be very steady, given 3 months investment horizon. Ancora/thelen 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-seven technical indicators for Ancorathelen Small Mid Cap, which you can use to evaluate the volatility of the entity. Please makes use of Ancora/thelen Small-mid'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.
Ancora/thelen Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Ancora/thelen |
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 Ancora/thelen Small-mid 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 Ancora/thelen Small-mid by adding it to a well-diversified portfolio.
Ancora/thelen Small-mid Valuation on October 3, 2024
It is possible to determine the worth of Ancora/thelen Small-mid on a given historical date. On October 3, 2024 Ancora/thelen was worth 20.18 at the beginning of the trading date compared to the closed value of 20.18. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Ancora/thelen Small-mid mutual fund. Still, in general, we apply an absolute valuation method to find Ancora/thelen Small-mid'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 Ancora/thelen Small-mid where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Ancora/thelen Small-mid's related companies.
| Open | High | Low | Close | Volume | |
| 20.26 | 20.26 | 20.26 | 20.26 | 1.00 | |
10/03/2024 | 20.18 | 20.18 | 20.18 | 20.18 | 1.00 |
| 20.39 | 20.39 | 20.39 | 20.39 | 1.00 |
| Backtest Ancora/thelen Small-mid | | | Ancora/thelen Small-mid History | | | Ancora/thelen Small-mid Valuation | Previous | Next |
Ancora/thelen Small-mid Trading Date Momentum on October 3, 2024
| On October 04 2024 Ancorathelen Small Mid Cap was traded for 20.39 at the closing time. The highest daily price throughout the period was 20.39 and the lowest price was 20.39 . There was no trading activity during the period 1.0. Lack of trading volume on 10/04/2024 added to the next day price jump. The overall trading delta to closing price of the next trading day was 1.04% . The overall trading delta to current closing price is 2.53% . |
Ancora/thelen Small-mid Fundamentals Correlations and Trends
By evaluating Ancora/thelen Small-mid'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 Ancora/thelen Small-mid's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Ancora/thelen financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Ancora/thelen Small-mid Mutual Fund history
Ancora/thelen Small-mid 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 Ancora/thelen is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Ancora/thelen 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 Ancora/thelen Small-mid stock prices may prove useful in developing a viable investing in Ancora/thelen Small-mid
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.
Ancora/thelen Small-mid Mutual Fund Technical Analysis
Ancora/thelen Small-mid 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
Ancora/thelen Small-mid Period Price Range
Low | December 2, 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.
Ancora/thelen Small-mid December 2, 2024 Market Strength
Market strength indicators help investors to evaluate how Ancora/thelen Small-mid 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 Ancora/thelen Small-mid shares will generate the highest return on investment. By undertsting and applying Ancora/thelen Small-mid mutual fund market strength indicators, traders can identify Ancorathelen Small Mid Cap entry and exit signals to maximize returns
Ancora/thelen Small-mid Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Ancora/thelen Small-mid's price direction in advance. Along with the technical and fundamental analysis of Ancora/thelen Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Ancora/thelen 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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Other Information on Investing in Ancora/thelen Mutual Fund
Ancora/thelen Small-mid financial ratios help investors to determine whether Ancora/thelen 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 Ancora/thelen with respect to the benefits of owning Ancora/thelen Small-mid security.
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