Heritage Fund A Fund Price on October 27, 2024

ATHAX Fund  USD 24.45  0.13  0.53%   
Below is the normalized historical share price chart for Heritage Fund A extending back to January 13, 1998. 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 Heritage Fund stands at 24.45, as last reported on the 13th of December 2024, with the highest price reaching 24.45 and the lowest price hitting 24.45 during the day.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
If you're considering investing in Heritage Mutual Fund, it is important to understand the factors that can impact its price. Heritage Fund appears to be very steady, given 3 months investment horizon. Heritage Fund A holds Efficiency (Sharpe) Ratio of 0.24, which attests that the entity had a 0.24% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Heritage Fund A, which you can use to evaluate the volatility of the entity. Please utilize Heritage Fund's Downside Deviation of 0.8744, risk adjusted performance of 0.2018, and Market Risk Adjusted Performance of 0.2625 to validate if our risk estimates are consistent with your expectations.
  
Heritage Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.

Sharpe Ratio = 0.2437

Best PortfolioBest Equity
Good Returns
Average Returns
Small ReturnsATHAX
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative Returns

Estimated Market Risk

 0.99
  actual daily
8
92% of assets are more volatile

Expected Return

 0.24
  actual daily
4
96% of assets have higher returns

Risk-Adjusted Return

 0.24
  actual daily
19
81% of assets perform better
Based on monthly moving average Heritage Fund is performing at about 19% 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 Heritage Fund by adding it to a well-diversified portfolio.

Heritage Fund Valuation on October 27, 2024

It is possible to determine the worth of Heritage Fund on a given historical date. On October 27, 2024 Heritage was worth 22.13 at the beginning of the trading date compared to the closed value of 22.13. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Heritage Fund mutual fund. Still, in general, we apply an absolute valuation method to find Heritage Fund'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 Heritage Fund where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Heritage Fund's related companies.
 Open High Low Close Volume
  22.13    22.13    22.13    22.13    1.00  
10/25/2024
  22.13    22.13    22.13    22.13    1.00  
  22.24    22.24    22.24    22.24    1.00  
Backtest Heritage Fund  |  Heritage Fund History  |  Heritage Fund Valuation   PreviousNext  
Open Value
22.13
22.13
Closing Value
25.11
Upside

Heritage Fund Trading Date Momentum on October 27, 2024

On October 28 2024 Heritage Fund A was traded for  22.24  at the closing time. The highest daily price throughout the period was 22.24  and the lowest price was  22.24 . There was no trading activity during the period 1.0. Lack of trading volume on 10/28/2024 added to the next day price jump. The overall trading delta to closing price of the next trading day was 0.50% . The trading delta at closing time to current closing price is 1.72% .

Heritage Fund A Fundamentals Correlations and Trends

By evaluating Heritage Fund'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 Heritage Fund's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Heritage financial account trend analysis is a perfect complement when working with valuation or volatility modules.

About Heritage Fund Mutual Fund history

Heritage Fund 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 Heritage is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Heritage Fund A 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 Heritage Fund stock prices may prove useful in developing a viable investing in Heritage Fund
The fund normally invests in stocks of medium-sized companies that the adviser believes will increase in value over time, using an investment strategy developed by the funds investment advisor. In implementing this strategy, the portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. Management of the fund is based on the belief that durable franchises in a growing industry can sustain above average earnings growth.

Heritage Fund Mutual Fund Technical Analysis

Heritage Fund 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.
A focus of Heritage Fund technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Heritage Fund trading pattern rather than external drivers such as economic, fundamental, or social events. It is believed that price action tends to repeat itself due to investors' collective, patterned behavior. Hence technical analysis focuses on identifiable price trends and conditions. More Info...

Price Boundaries

Heritage Fund Period Price Range

Low
December 13, 2024
0.00  NaN%
High

 0.00 

     

 0.00 

Heritage Fund A 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.

Heritage Fund December 13, 2024 Market Strength

Market strength indicators help investors to evaluate how Heritage Fund 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 Heritage Fund shares will generate the highest return on investment. By undertsting and applying Heritage Fund mutual fund market strength indicators, traders can identify Heritage Fund A entry and exit signals to maximize returns

Heritage Fund Technical and Predictive Indicators

Predictive indicators are helping investors to find signals for Heritage Fund's price direction in advance. Along with the technical and fundamental analysis of Heritage Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Heritage 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.

Other Information on Investing in Heritage Mutual Fund

Heritage Fund financial ratios help investors to determine whether Heritage 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 Heritage with respect to the benefits of owning Heritage Fund security.
Bonds Directory
Find actively traded corporate debentures issued by US companies
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
ETFs
Find actively traded Exchange Traded Funds (ETF) from around the world
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories