Dana Epiphany Esg Fund Price on October 11, 2024
| ESGIX Fund | USD 16.13 0.05 0.31% |
Below is the normalized historical share price chart for Dana Epiphany Esg extending back to December 20, 2018. 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 Dana Epiphany stands at 16.13, as last reported on the 2nd of December, with the highest price reaching 16.13 and the lowest price hitting 16.13 during the day.
If you're considering investing in Dana Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Dana Mutual Fund to be very steady. Dana Epiphany Esg secures Sharpe Ratio (or Efficiency) of 0.19, which denotes the fund had a 0.19% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Dana Epiphany Esg, which you can use to evaluate the volatility of the entity. Please confirm Dana Epiphany's Downside Deviation of 0.8911, coefficient of variation of 695.72, and Mean Deviation of 0.5907 to check if the risk estimate we provide is consistent with the expected return of 0.15%.
Dana Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Dana |
Sharpe Ratio = 0.1897
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| Cash | ESGIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Dana Epiphany is performing at about 14% 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 Dana Epiphany by adding it to a well-diversified portfolio.
Dana Epiphany Valuation on October 11, 2024
It is possible to determine the worth of Dana Epiphany on a given historical date. On October 11, 2024 Dana was worth 15.51 at the beginning of the trading date compared to the closed value of 15.51. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Dana Epiphany mutual fund. Still, in general, we apply an absolute valuation method to find Dana Epiphany'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 Dana Epiphany where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Dana Epiphany's related companies.
| Open | High | Low | Close | Volume | |
| 15.39 | 15.39 | 15.39 | 15.39 | 1.00 | |
10/11/2024 | 15.51 | 15.51 | 15.51 | 15.51 | 1.00 |
| 15.65 | 15.65 | 15.65 | 15.65 | 1.00 |
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Dana Epiphany Trading Date Momentum on October 11, 2024
| On October 14 2024 Dana Epiphany Esg was traded for 15.65 at the closing time. The highest daily price throughout the period was 15.65 and the lowest price was 15.65 . There was no trading activity during the period 1.0. Lack of trading volume on 10/14/2024 added to the next day price jump. The overall trading delta to closing price of the next trading day was 0.90% . The overall trading delta to current closing price is 0.45% . |
Dana Epiphany Esg Fundamentals Correlations and Trends
By evaluating Dana Epiphany'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 Dana Epiphany's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Dana financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Dana Epiphany Mutual Fund history
Dana Epiphany 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 Dana is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Dana Epiphany Esg 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 Dana Epiphany stock prices may prove useful in developing a viable investing in Dana Epiphany
The fund seeks to achieve its investment objective through investment in publicly traded equity securities using a disciplined, risk-controlled investment process. Under normal circumstances, it will invest at least 80 percent of its net assets in a diversified portfolio of equity securities. Under normal circumstances, at least 80 percent of the funds net assets will be subject to the ESG screening process.
Dana Epiphany Mutual Fund Technical Analysis
Dana Epiphany 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
Dana Epiphany Period Price Range
Low | December 2, 2024
| High |
0.00 | 0.00 |
Dana Epiphany Esg 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.
Dana Epiphany December 2, 2024 Market Strength
Market strength indicators help investors to evaluate how Dana Epiphany 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 Dana Epiphany shares will generate the highest return on investment. By undertsting and applying Dana Epiphany mutual fund market strength indicators, traders can identify Dana Epiphany Esg entry and exit signals to maximize returns
Dana Epiphany Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Dana Epiphany's price direction in advance. Along with the technical and fundamental analysis of Dana Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Dana 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 | 0.1106 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.1202 |
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Other Information on Investing in Dana Mutual Fund
Dana Epiphany financial ratios help investors to determine whether Dana 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 Dana with respect to the benefits of owning Dana Epiphany security.
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