Stocksplus Total Return Fund Price on September 26, 2024
| PTOAX Fund | USD 12.25 0.13 1.05% |
Below is the normalized historical share price chart for Stocksplus Total Return extending back to August 11, 2003. 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 Stocksplus Total stands at 12.25, as last reported on the 27th of December, with the highest price reaching 12.25 and the lowest price hitting 12.25 during the day.
If you're considering investing in Stocksplus Mutual Fund, it is important to understand the factors that can impact its price. Stocksplus Total Return owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.0358, which indicates the fund had a -0.0358% return per unit of risk over the last 3 months. Stocksplus Total Return exposes twenty-seven different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Stocksplus Total's Risk Adjusted Performance of 0.0059, coefficient of variation of 20198.51, and Semi Deviation of 1.14 to confirm the risk estimate we provide.
Stocksplus Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Stocksplus |
Sharpe Ratio = -0.0358
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PTOAX |
Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Stocksplus Total is not performing at its full potential. However, 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 Stocksplus Total by adding Stocksplus Total to a well-diversified portfolio.
Stocksplus Total Valuation on September 26, 2024
It is possible to determine the worth of Stocksplus Total on a given historical date. On September 26, 2024 Stocksplus was worth 12.54 at the beginning of the trading date compared to the closed value of 12.54. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Stocksplus Total mutual fund. Still, in general, we apply an absolute valuation method to find Stocksplus Total'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 Stocksplus Total where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Stocksplus Total's related companies.
| Open | High | Low | Close | Volume | |
| 12.50 | 12.50 | 12.50 | 12.50 | 1.00 | |
09/26/2024 | 12.54 | 12.54 | 12.54 | 12.54 | 1.00 |
| 12.53 | 12.53 | 12.53 | 12.53 | 1.00 |
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Stocksplus Total Trading Date Momentum on September 26, 2024
| On September 27 2024 Stocksplus Total Return was traded for 12.53 at the closing time. The highest daily price throughout the period was 12.53 and the lowest price was 12.53 . There was no trading activity during the period 1.0. Lack of trading volume on 09/27/2024 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 trading price change to current closing price is 1.04% . |
Stocksplus Total Return Fundamentals Correlations and Trends
By evaluating Stocksplus Total'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 Stocksplus Total's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Stocksplus financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Stocksplus Total Mutual Fund history
Stocksplus Total 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 Stocksplus is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Stocksplus Total Return 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 Stocksplus Total stock prices may prove useful in developing a viable investing in Stocksplus Total
The fund seeks to exceed the total return of the SP 500 Index by investing under normal circumstances in SP 500 Index derivatives, backed by a portfolio of fixed income instruments. Fixed income instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. The fund will normally limit its foreign currency exposure to 35 percent of its total assets.
Stocksplus Total Mutual Fund Technical Analysis
Stocksplus Total 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
Stocksplus Total Period Price Range
Low | December 27, 2024
| High |
0.00 | 0.00 |
Stocksplus Total Return 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.
Stocksplus Total December 27, 2024 Market Strength
Market strength indicators help investors to evaluate how Stocksplus Total 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 Stocksplus Total shares will generate the highest return on investment. By undertsting and applying Stocksplus Total mutual fund market strength indicators, traders can identify Stocksplus Total Return entry and exit signals to maximize returns
Stocksplus Total Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Stocksplus Total's price direction in advance. Along with the technical and fundamental analysis of Stocksplus Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Stocksplus 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 | 0.0059 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | (0.07) |
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| Math Transform | ||
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| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Stocksplus Mutual Fund
Stocksplus Total financial ratios help investors to determine whether Stocksplus 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 Stocksplus with respect to the benefits of owning Stocksplus Total security.
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