Advantage Portfolio Class Fund Price on March 7, 2023
| MSPRX Fund | USD 21.63 0.19 0.87% |
Below is the normalized historical share price chart for Advantage Portfolio Class extending back to May 01, 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 Advantage Portfolio stands at 21.63, as last reported on the 11th of December 2024, with the highest price reaching 21.63 and the lowest price hitting 21.63 during the day.
If you're considering investing in Advantage Mutual Fund, it is important to understand the factors that can impact its price. Advantage Portfolio appears to be very steady, given 3 months investment horizon. Advantage Portfolio Class secures Sharpe Ratio (or Efficiency) of 0.37, which signifies that the fund had a 0.37% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Advantage Portfolio Class, which you can use to evaluate the volatility of the entity. Please makes use of Advantage Portfolio's Risk Adjusted Performance of 0.285, coefficient of variation of 257.45, and Mean Deviation of 1.01 to double-check if our risk estimates are consistent with your expectations.
Advantage Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Advantage |
Sharpe Ratio = 0.3658
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MSPRX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.32 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.48 actual daily | 9 91% of assets have higher returns |
Risk-Adjusted Return
| 0.37 actual daily | 28 72% of assets perform better |
Based on monthly moving average Advantage Portfolio is performing at about 28% 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 Advantage Portfolio by adding it to a well-diversified portfolio.
Advantage Portfolio Valuation on March 7, 2023
It is possible to determine the worth of Advantage Portfolio on a given historical date. On March 7, 2023 Advantage was worth 12.02 at the beginning of the trading date compared to the closed value of 12.02. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Advantage Portfolio mutual fund. Still, in general, we apply an absolute valuation method to find Advantage Portfolio'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 Advantage Portfolio where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Advantage Portfolio's related companies.
| Open | High | Low | Close | Volume | |
| 12.08 | 12.08 | 12.08 | 12.08 | 1.00 | |
03/07/2023 | 12.02 | 12.02 | 12.02 | 12.02 | 1.00 |
| 12.01 | 12.01 | 12.01 | 12.01 | 1.00 |
| Backtest Advantage Portfolio | | | Advantage Portfolio History | | | Advantage Portfolio Valuation | Previous | Next |
Advantage Portfolio Trading Date Momentum on March 7, 2023
| On March 08 2023 Advantage Portfolio Class was traded for 12.01 at the closing time. The highest daily price throughout the period was 12.01 and the lowest price was 12.01 . There was no trading activity during the period 1.0. Lack of trading volume on 03/08/2023 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.08% . The overall trading delta to current closing price is 0.92% . |
Advantage Portfolio Class Fundamentals Correlations and Trends
By evaluating Advantage Portfolio'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 Advantage Portfolio's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Advantage financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Advantage Portfolio Mutual Fund history
Advantage Portfolio 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 Advantage is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Advantage Portfolio Class 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 Advantage Portfolio stock prices may prove useful in developing a viable investing in Advantage Portfolio
The fund invests primarily in established companies with capitalizations within the range of companies included in the Russell 1000 Growth Index. In selecting securities for investment, the Adviser typically invests in companies it believes have strong name recognition and sustainable competitive advantages with above average business visibility, the ability to deploy capital at high rates of return, strong balance sheets and an attractive riskreward. The fund may invest in foreign securities, which may include emerging market securities. It may invest in equity securities.
Advantage Portfolio Mutual Fund Technical Analysis
Advantage Portfolio 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
Advantage Portfolio Period Price Range
Low | December 11, 2024
| High |
0.00 | 0.00 |
Advantage Portfolio Class 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.
Advantage Portfolio December 11, 2024 Market Strength
Market strength indicators help investors to evaluate how Advantage Portfolio 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 Advantage Portfolio shares will generate the highest return on investment. By undertsting and applying Advantage Portfolio mutual fund market strength indicators, traders can identify Advantage Portfolio Class entry and exit signals to maximize returns
Advantage Portfolio Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Advantage Portfolio's price direction in advance. Along with the technical and fundamental analysis of Advantage Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Advantage 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 | 0.285 | |||
| Jensen Alpha | 0.3652 | |||
| Total Risk Alpha | 0.2864 | |||
| Sortino Ratio | 0.4746 | |||
| Treynor Ratio | 0.4477 |
| 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 Advantage Mutual Fund
Advantage Portfolio financial ratios help investors to determine whether Advantage 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 Advantage with respect to the benefits of owning Advantage Portfolio security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets |