Equity Income Fund Price History
PQIAX Fund | USD 45.56 0.16 0.35% |
Below is the normalized historical share price chart for Equity Income Fund extending back to January 18, 2007. 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 Equity Income stands at 45.56, as last reported on the 2nd of December, with the highest price reaching 45.56 and the lowest price hitting 45.56 during the day.
If you're considering investing in Equity Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Equity Mutual Fund to be very steady. Equity Income 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 Equity Income Fund, which you can use to evaluate the volatility of the entity. Please confirm Equity Income's Downside Deviation of 0.5915, coefficient of variation of 558.66, and Mean Deviation of 0.5119 to check if the risk estimate we provide is consistent with the expected return of 0.12%.
Equity Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Equity |
Sharpe Ratio = 0.1905
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Estimated Market Risk
0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Equity Income is performing at about 15% 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 Equity Income by adding it to a well-diversified portfolio.
Equity Income Mutual Fund Price History Chart
There are several ways to analyze Equity Income Fund price data. The simplest method is using a basic Equity candlestick price chart, which shows Equity Income price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | November 29, 2024 | 45.72 |
Lowest Price | September 6, 2024 | 41.62 |
Equity Income December 2, 2024 Mutual Fund Price Synopsis
Various analyses of Equity Income's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Equity Mutual Fund. It can be used to describe the percentage change in the price of Equity Income from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Equity Mutual Fund.Equity Income Price Rate Of Daily Change | 1.00 | |
Equity Income Price Action Indicator | (0.08) |
Equity Income December 2, 2024 Mutual Fund Price Analysis
Equity Mutual Fund Price History Data
The price series of Equity Income for the period between Tue, Sep 3, 2024 and Mon, Dec 2, 2024 has a statistical range of 4.1 with a coefficient of variation of 2.26. The price distribution for the period has arithmetic mean of 43.61. The median price for the last 90 days is 43.47. The company had dividends distributed to its stock-holders on 03/18/2020.Open | High | Low | Close | Volume | ||
12/02/2024 | 45.56 | 45.56 | 45.56 | 45.56 | 1.00 | |
11/29/2024 | 45.72 | 45.72 | 45.72 | 45.72 | 1.00 | |
11/27/2024 | 45.55 | 45.55 | 45.55 | 45.55 | 1.00 | |
11/26/2024 | 45.57 | 45.57 | 45.57 | 45.57 | 1.00 | |
11/25/2024 | 45.54 | 45.54 | 45.54 | 45.54 | 1.00 | |
11/22/2024 | 45.27 | 45.27 | 45.27 | 45.27 | 1.00 | |
11/21/2024 | 44.98 | 44.98 | 44.98 | 44.98 | 1.00 | |
11/20/2024 | 44.37 | 44.37 | 44.37 | 44.37 | 1.00 | |
11/19/2024 | 44.34 | 44.34 | 44.34 | 44.34 | 1.00 | |
11/18/2024 | 44.50 | 44.50 | 44.50 | 44.50 | 1.00 | |
11/15/2024 | 44.28 | 44.28 | 44.28 | 44.28 | 1.00 | |
11/14/2024 | 44.52 | 44.52 | 44.52 | 44.52 | 1.00 | |
11/13/2024 | 44.69 | 44.69 | 44.69 | 44.69 | 1.00 | |
11/12/2024 | 44.64 | 44.64 | 44.64 | 44.64 | 1.00 | |
11/11/2024 | 44.94 | 44.94 | 44.94 | 44.94 | 1.00 | |
11/08/2024 | 44.74 | 44.74 | 44.74 | 44.74 | 1.00 | |
11/07/2024 | 44.37 | 44.37 | 44.37 | 44.37 | 1.00 | |
11/06/2024 | 44.57 | 44.57 | 44.57 | 44.57 | 1.00 | |
11/05/2024 | 43.55 | 43.55 | 43.55 | 43.55 | 1.00 | |
11/04/2024 | 43.06 | 43.06 | 43.06 | 43.06 | 1.00 | |
11/01/2024 | 43.06 | 43.06 | 43.06 | 43.06 | 1.00 | |
10/31/2024 | 43.04 | 43.04 | 43.04 | 43.04 | 1.00 | |
10/30/2024 | 43.37 | 43.37 | 43.37 | 43.37 | 1.00 | |
10/29/2024 | 43.51 | 43.51 | 43.51 | 43.51 | 1.00 | |
10/28/2024 | 43.88 | 43.88 | 43.88 | 43.88 | 1.00 | |
10/25/2024 | 43.62 | 43.62 | 43.62 | 43.62 | 1.00 | |
10/24/2024 | 43.95 | 43.95 | 43.95 | 43.95 | 1.00 | |
10/23/2024 | 43.92 | 43.92 | 43.92 | 43.92 | 1.00 | |
10/22/2024 | 43.96 | 43.96 | 43.96 | 43.96 | 1.00 | |
10/21/2024 | 44.14 | 44.14 | 44.14 | 44.14 | 1.00 | |
10/18/2024 | 44.55 | 44.55 | 44.55 | 44.55 | 1.00 | |
10/17/2024 | 44.35 | 44.35 | 44.35 | 44.35 | 1.00 | |
10/16/2024 | 44.25 | 44.25 | 44.25 | 44.25 | 1.00 | |
10/15/2024 | 43.92 | 43.92 | 43.92 | 43.92 | 1.00 | |
10/14/2024 | 44.12 | 44.12 | 44.12 | 44.12 | 1.00 | |
10/11/2024 | 43.84 | 43.84 | 43.84 | 43.84 | 1.00 | |
10/10/2024 | 43.33 | 43.33 | 43.33 | 43.33 | 1.00 | |
10/09/2024 | 43.49 | 43.49 | 43.49 | 43.49 | 1.00 | |
10/08/2024 | 43.11 | 43.11 | 43.11 | 43.11 | 1.00 | |
10/07/2024 | 43.08 | 43.08 | 43.08 | 43.08 | 1.00 | |
10/04/2024 | 43.32 | 43.32 | 43.32 | 43.32 | 1.00 | |
10/03/2024 | 43.13 | 43.13 | 43.13 | 43.13 | 1.00 | |
10/02/2024 | 43.27 | 43.27 | 43.27 | 43.27 | 1.00 | |
10/01/2024 | 43.26 | 43.26 | 43.26 | 43.26 | 1.00 | |
09/30/2024 | 43.47 | 43.47 | 43.47 | 43.47 | 1.00 | |
09/27/2024 | 43.41 | 43.41 | 43.41 | 43.41 | 1.00 | |
09/26/2024 | 43.31 | 43.31 | 43.31 | 43.31 | 1.00 | |
09/25/2024 | 43.14 | 43.14 | 43.14 | 43.14 | 1.00 | |
09/24/2024 | 43.40 | 43.40 | 43.40 | 43.40 | 1.00 | |
09/23/2024 | 43.35 | 43.35 | 43.35 | 43.35 | 1.00 | |
09/20/2024 | 43.20 | 43.20 | 43.20 | 43.20 | 1.00 | |
09/19/2024 | 43.31 | 43.31 | 43.31 | 43.31 | 1.00 | |
09/18/2024 | 42.80 | 42.80 | 42.80 | 42.80 | 1.00 | |
09/17/2024 | 42.87 | 42.87 | 42.87 | 42.87 | 1.00 | |
09/16/2024 | 42.77 | 42.77 | 42.77 | 42.77 | 1.00 | |
09/13/2024 | 42.52 | 42.52 | 42.52 | 42.52 | 1.00 | |
09/12/2024 | 42.22 | 42.22 | 42.22 | 42.22 | 1.00 | |
09/11/2024 | 41.92 | 41.92 | 41.92 | 41.92 | 1.00 | |
09/10/2024 | 41.97 | 41.97 | 41.97 | 41.97 | 1.00 | |
09/09/2024 | 42.06 | 42.06 | 42.06 | 42.06 | 1.00 | |
09/06/2024 | 41.62 | 41.62 | 41.62 | 41.62 | 1.00 |
About Equity Income Mutual Fund history
Equity Income 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 Equity is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Equity Income 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 Equity Income stock prices may prove useful in developing a viable investing in Equity Income
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities at the time of purchase. It usually invests in equity securities of companies with large and medium market capitalizations. The fund invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued.
Equity Income Mutual Fund Technical Analysis
Equity Income 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.
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Equity Income Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Equity Income's price direction in advance. Along with the technical and fundamental analysis of Equity Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Equity 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 | 0.1352 | |||
Jensen Alpha | 0.0077 | |||
Total Risk Alpha | (0) | |||
Sortino Ratio | (0.03) | |||
Treynor Ratio | 0.1374 |
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 Equity Mutual Fund
Equity Income financial ratios help investors to determine whether Equity 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 Equity with respect to the benefits of owning Equity Income security.
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