Fisher Small Cap Fund Price on October 7, 2024
| IUSCX Fund | USD 13.50 0.01 0.07% |
Below is the normalized historical share price chart for Fisher Small Cap extending back to July 17, 2020. 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 Fisher Investments stands at 13.50, as last reported on the 28th of November, with the highest price reaching 13.50 and the lowest price hitting 13.50 during the day.
If you're considering investing in Fisher Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Fisher Mutual Fund to be very steady. Fisher Investments secures Sharpe Ratio (or Efficiency) of 0.11, which denotes the fund had a 0.11% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Fisher Small Cap, which you can use to evaluate the volatility of the entity. Please confirm Fisher Investments' Coefficient Of Variation of 1105.85, downside deviation of 1.18, and Mean Deviation of 0.9764 to check if the risk estimate we provide is consistent with the expected return of 0.15%.
Fisher Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Fisher |
Sharpe Ratio = 0.1065
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| Cash | Small Risk | IUSCX | High Risk | Huge Risk |
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Estimated Market Risk
| 1.39 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Fisher Investments is performing at about 8% 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 Fisher Investments by adding it to a well-diversified portfolio.
Fisher Investments Valuation on October 7, 2024
It is possible to determine the worth of Fisher Investments on a given historical date. On October 7, 2024 Fisher was worth 12.22 at the beginning of the trading date compared to the closed value of 12.22. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Fisher Investments mutual fund. Still, in general, we apply an absolute valuation method to find Fisher Investments' 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 Fisher Investments where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Fisher Investments' related companies.
| Open | High | Low | Close | Volume | |
| 12.38 | 12.38 | 12.38 | 12.38 | 1.00 | |
10/07/2024 | 12.22 | 12.22 | 12.22 | 12.22 | 1.00 |
| 12.18 | 12.18 | 12.18 | 12.18 | 1.00 |
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Fisher Investments Trading Date Momentum on October 7, 2024
| On October 08 2024 Fisher Small Cap was traded for 12.18 at the closing time. The highest daily price throughout the period was 12.18 and the lowest price was 12.18 . There was no trading activity during the period 1.0. Lack of trading volume on 10/08/2024 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.33% . The overall trading delta to current closing price is 3.11% . |
Fisher Investments Fundamentals Correlations and Trends
By evaluating Fisher Investments' financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Fisher Investments' main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Fisher financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Fisher Investments Mutual Fund history
Fisher Investments 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 Fisher is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Fisher Investments 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 Fisher Investments stock prices may prove useful in developing a viable investing in Fisher Investments
The fund seeks to achieve its objective by investing primarily in a portfolio of equity securities of small cap issuers located in the United States. Under normal circumstances, it invests at least 80 percent of its assets in common stocks of U.S. small cap companies. The funds investment adviser, Fisher Asset Management, LLC considers small cap companies to be companies that, at the time of investment, have market capitalizations within the range of market capitalizations of the companies appearing in the benchmark.
Fisher Investments Mutual Fund Technical Analysis
Fisher Investments 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
Fisher Investments Period Price Range
Low | November 28, 2024
| High |
0.00 | 0.00 |
Fisher Small 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.
Fisher Investments November 28, 2024 Market Strength
Market strength indicators help investors to evaluate how Fisher Investments 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 Fisher Investments shares will generate the highest return on investment. By undertsting and applying Fisher Investments mutual fund market strength indicators, traders can identify Fisher Small Cap entry and exit signals to maximize returns
Fisher Investments Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Fisher Investments' price direction in advance. Along with the technical and fundamental analysis of Fisher Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Fisher 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 | 0.0737 | |||
| Jensen Alpha | 0.0932 | |||
| Total Risk Alpha | (0.09) | |||
| Sortino Ratio | (0.0006) | |||
| Treynor Ratio | 0.6145 |
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Other Information on Investing in Fisher Mutual Fund
Fisher Investments financial ratios help investors to determine whether Fisher 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 Fisher with respect to the benefits of owning Fisher Investments security.
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