Sustainable Equity Fund Price History
AFDIX Fund | USD 53.37 0.49 0.93% |
Below is the normalized historical share price chart for Sustainable Equity Fund extending back to July 29, 2005. 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 Sustainable Equity stands at 53.37, as last reported on the 23rd of December, with the highest price reaching 53.37 and the lowest price hitting 53.37 during the day.
If you're considering investing in Sustainable Mutual Fund, it is important to understand the factors that can impact its price. Sustainable Equity owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.0548, which indicates the fund had a -0.0548% return per unit of risk over the last 3 months. Sustainable Equity Fund exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Sustainable Equity's Risk Adjusted Performance of (0.04), variance of 1.23, and Coefficient Of Variation of (1,867) to confirm the risk estimate we provide.
Sustainable Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Sustainable |
Sharpe Ratio = -0.0548
Best Portfolio | Best Equity | |||
Good Returns | ||||
Average Returns | ||||
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Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns | AFDIX |
Estimated Market Risk
1.12 actual daily | 9 91% of assets are more volatile |
Expected Return
-0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
-0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sustainable Equity 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 Sustainable Equity by adding Sustainable Equity to a well-diversified portfolio.
Sustainable Equity Mutual Fund Price History Chart
There are several ways to analyze Sustainable Equity Fund price data. The simplest method is using a basic Sustainable candlestick price chart, which shows Sustainable Equity 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 | December 4, 2024 | 58.58 |
Lowest Price | December 19, 2024 | 52.88 |
Sustainable Equity December 23, 2024 Mutual Fund Price Synopsis
Various analyses of Sustainable Equity's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Sustainable Mutual Fund. It can be used to describe the percentage change in the price of Sustainable Equity from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Sustainable Mutual Fund.Sustainable Equity Price Rate Of Daily Change | 1.01 | |
Sustainable Equity Price Action Indicator | 0.24 |
Sustainable Equity December 23, 2024 Mutual Fund Price Analysis
Sustainable Mutual Fund Price History Data
The price series of Sustainable Equity for the period between Tue, Sep 24, 2024 and Mon, Dec 23, 2024 has a statistical range of 5.7 with a coefficient of variation of 2.28. The prices are distributed with arithmetic mean of 56.53. The median price for the last 90 days is 56.6. The company issued dividends on 12/17/2019.Open | High | Low | Close | Volume | ||
12/23/2024 | 53.37 | 53.37 | 53.37 | 53.37 | ||
12/20/2024 | 53.37 | 53.37 | 53.37 | 53.37 | 1.00 | |
12/19/2024 | 52.88 | 52.88 | 52.88 | 52.88 | 1.00 | |
12/18/2024 | 52.94 | 52.94 | 52.94 | 52.94 | 1.00 | |
12/17/2024 | 54.56 | 54.56 | 54.56 | 54.56 | 1.00 | |
12/16/2024 | 58.39 | 58.39 | 58.39 | 58.39 | 1.00 | |
12/13/2024 | 58.13 | 58.13 | 58.13 | 58.13 | 1.00 | |
12/12/2024 | 58.24 | 58.24 | 58.24 | 58.24 | 1.00 | |
12/11/2024 | 58.56 | 58.56 | 58.56 | 58.56 | 1.00 | |
12/10/2024 | 58.08 | 58.08 | 58.08 | 58.08 | 1.00 | |
12/09/2024 | 58.28 | 58.28 | 58.28 | 58.28 | 1.00 | |
12/06/2024 | 58.50 | 58.50 | 58.50 | 58.50 | 1.00 | |
12/05/2024 | 58.37 | 58.37 | 58.37 | 58.37 | 1.00 | |
12/04/2024 | 58.58 | 58.58 | 58.58 | 58.58 | 1.00 | |
12/03/2024 | 58.18 | 58.18 | 58.18 | 58.18 | 1.00 | |
12/02/2024 | 58.10 | 58.10 | 58.10 | 58.10 | 1.00 | |
11/29/2024 | 57.88 | 57.88 | 57.88 | 57.88 | 1.00 | |
11/27/2024 | 57.57 | 57.57 | 57.57 | 57.57 | 1.00 | |
11/26/2024 | 57.77 | 57.77 | 57.77 | 57.77 | 1.00 | |
11/25/2024 | 57.51 | 57.51 | 57.51 | 57.51 | 1.00 | |
11/22/2024 | 57.29 | 57.29 | 57.29 | 57.29 | 1.00 | |
11/21/2024 | 57.05 | 57.05 | 57.05 | 57.05 | 1.00 | |
11/20/2024 | 56.74 | 56.74 | 56.74 | 56.74 | 1.00 | |
11/19/2024 | 56.84 | 56.84 | 56.84 | 56.84 | 1.00 | |
11/18/2024 | 56.61 | 56.61 | 56.61 | 56.61 | 1.00 | |
11/15/2024 | 56.43 | 56.43 | 56.43 | 56.43 | 1.00 | |
11/14/2024 | 57.26 | 57.26 | 57.26 | 57.26 | 1.00 | |
11/13/2024 | 57.56 | 57.56 | 57.56 | 57.56 | 1.00 | |
11/12/2024 | 57.52 | 57.52 | 57.52 | 57.52 | 1.00 | |
11/11/2024 | 57.64 | 57.64 | 57.64 | 57.64 | 1.00 | |
11/08/2024 | 57.56 | 57.56 | 57.56 | 57.56 | 1.00 | |
11/07/2024 | 57.38 | 57.38 | 57.38 | 57.38 | 1.00 | |
11/06/2024 | 56.94 | 56.94 | 56.94 | 56.94 | 1.00 | |
11/05/2024 | 55.58 | 55.58 | 55.58 | 55.58 | 1.00 | |
11/04/2024 | 54.96 | 54.96 | 54.96 | 54.96 | 1.00 | |
11/01/2024 | 55.10 | 55.10 | 55.10 | 55.10 | 1.00 | |
10/31/2024 | 54.85 | 54.85 | 54.85 | 54.85 | 1.00 | |
10/30/2024 | 56.03 | 56.03 | 56.03 | 56.03 | 1.00 | |
10/29/2024 | 56.25 | 56.25 | 56.25 | 56.25 | 1.00 | |
10/28/2024 | 56.15 | 56.15 | 56.15 | 56.15 | 1.00 | |
10/25/2024 | 55.99 | 55.99 | 55.99 | 55.99 | 1.00 | |
10/24/2024 | 55.99 | 55.99 | 55.99 | 55.99 | 1.00 | |
10/23/2024 | 56.06 | 56.06 | 56.06 | 56.06 | 1.00 | |
10/22/2024 | 56.57 | 56.57 | 56.57 | 56.57 | 1.00 | |
10/21/2024 | 56.66 | 56.66 | 56.66 | 56.66 | 1.00 | |
10/18/2024 | 56.81 | 56.81 | 56.81 | 56.81 | 1.00 | |
10/17/2024 | 56.64 | 56.64 | 56.64 | 56.64 | 1.00 | |
10/16/2024 | 56.69 | 56.69 | 56.69 | 56.69 | 1.00 | |
10/15/2024 | 56.44 | 56.44 | 56.44 | 56.44 | 1.00 | |
10/14/2024 | 57.01 | 57.01 | 57.01 | 57.01 | 1.00 | |
10/11/2024 | 56.60 | 56.60 | 56.60 | 56.60 | 1.00 | |
10/10/2024 | 56.23 | 56.23 | 56.23 | 56.23 | 1.00 | |
10/09/2024 | 56.31 | 56.31 | 56.31 | 56.31 | 1.00 | |
10/08/2024 | 55.90 | 55.90 | 55.90 | 55.90 | 1.00 | |
10/07/2024 | 55.35 | 55.35 | 55.35 | 55.35 | 1.00 | |
10/04/2024 | 55.89 | 55.89 | 55.89 | 55.89 | 1.00 | |
10/03/2024 | 55.42 | 55.42 | 55.42 | 55.42 | 1.00 | |
10/02/2024 | 55.50 | 55.50 | 55.50 | 55.50 | 1.00 | |
10/01/2024 | 55.48 | 55.48 | 55.48 | 55.48 | 1.00 | |
09/30/2024 | 56.02 | 56.02 | 56.02 | 56.02 | 1.00 | |
09/27/2024 | 55.80 | 55.80 | 55.80 | 55.80 | 1.00 |
About Sustainable Equity Mutual Fund history
Sustainable Equity 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 Sustainable is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Sustainable Equity 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 Sustainable Equity stock prices may prove useful in developing a viable investing in Sustainable Equity
The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stocks value and growth potential with ESG metrics. The model assigns each security a financial metrics score and an ESG score that are combined on an equal basis to create an overall score. To measure growth, the managers may use the rate of growth of a companys earnings and cash flow and changes in its earnings estimates.
Sustainable Equity Mutual Fund Technical Analysis
Sustainable Equity 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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Sustainable Equity Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Sustainable Equity's price direction in advance. Along with the technical and fundamental analysis of Sustainable Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Sustainable 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 | (0.04) | |||
Jensen Alpha | (0.09) | |||
Total Risk Alpha | (0.10) | |||
Treynor Ratio | (0.08) |
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 Sustainable Mutual Fund
Sustainable Equity financial ratios help investors to determine whether Sustainable 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 Sustainable with respect to the benefits of owning Sustainable Equity security.
Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
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