Sustainable Equity Fund Price on September 24, 2024
| AFEGX Fund | USD 59.24 0.49 0.83% |
Below is the normalized historical share price chart for Sustainable Equity Fund extending back to April 01, 2019. 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 Sustainable Equity stands at 59.24, as last reported on the 12th of December 2024, with the highest price reaching 59.24 and the lowest price hitting 59.24 during the day.
If you're considering investing in Sustainable Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Sustainable Mutual Fund to be very steady. Sustainable Equity owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.16, which indicates the fund had a 0.16% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Sustainable Equity Fund, which you can use to evaluate the volatility of the fund. Please validate Sustainable Equity's Semi Deviation of 0.5079, risk adjusted performance of 0.1474, and Coefficient Of Variation of 488.22 to confirm if the risk estimate we provide is consistent with the expected return of 0.11%.
Sustainable Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Sustainable |
Sharpe Ratio = 0.1591
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | AFEGX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Sustainable Equity is performing at about 12% 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 Sustainable Equity by adding it to a well-diversified portfolio.
Sustainable Equity Valuation on September 24, 2024
It is possible to determine the worth of Sustainable Equity on a given historical date. On September 24, 2024 Sustainable was worth 56.29 at the beginning of the trading date compared to the closed value of 56.29. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Sustainable Equity mutual fund. Still, in general, we apply an absolute valuation method to find Sustainable Equity'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 Sustainable Equity where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Sustainable Equity's related companies.
| Open | High | Low | Close | Volume | |
| 56.14 | 56.14 | 56.14 | 56.14 | 1.00 | |
09/24/2024 | 56.29 | 56.29 | 56.29 | 56.29 | 1.00 |
| 56.18 | 56.18 | 56.18 | 56.18 | 1.00 |
| Backtest Sustainable Equity | | | Sustainable Equity History | | | Sustainable Equity Valuation | Previous | Next |
Sustainable Equity Trading Date Momentum on September 24, 2024
| On September 25 2024 Sustainable Equity Fund was traded for 56.18 at the closing time. The highest daily price throughout the period was 56.18 and the lowest price was 56.18 . There was no trading activity during the period 1.0. Lack of trading volume on 09/25/2024 added to the next day price reduction. The overall trading delta to closing price of the next trading day was 0.20% . The trading price change to current closing price is 0.30% . |
Sustainable Equity Fundamentals Correlations and Trends
By evaluating Sustainable Equity'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 Sustainable Equity's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Sustainable financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Sustainable Equity Mutual Fund history
Sustainable Equity 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 Sustainable is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Sustainable Equity 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 Sustainable Equity stock prices may prove useful in developing a viable investing in Sustainable Equity
The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stocks value and growth potential with ESG metrics. The model assigns each security a financial metrics score and an ESG score that are combined on an equal basis to create an overall score. To measure growth, the managers may use the rate of growth of a companys earnings and cash flow and changes in its earnings estimates.
Sustainable Equity Mutual Fund Technical Analysis
Sustainable Equity 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
Sustainable Equity Period Price Range
Low | December 12, 2024
| High |
0.00 | 0.00 |
Sustainable Equity Fund 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.
Sustainable Equity December 12, 2024 Market Strength
Market strength indicators help investors to evaluate how Sustainable Equity 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 Sustainable Equity shares will generate the highest return on investment. By undertsting and applying Sustainable Equity mutual fund market strength indicators, traders can identify Sustainable Equity Fund entry and exit signals to maximize returns
Sustainable Equity Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Sustainable Equity's price direction in advance. Along with the technical and fundamental analysis of Sustainable Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Sustainable 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 | 0.1474 | |||
| Jensen Alpha | 0.0445 | |||
| Total Risk Alpha | 0.0219 | |||
| Sortino Ratio | 0.0233 | |||
| Treynor Ratio | 0.1736 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Sustainable Mutual Fund
Sustainable Equity financial ratios help investors to determine whether Sustainable 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 Sustainable with respect to the benefits of owning Sustainable Equity security.
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |