1919 Socially Responsive Fund Price on February 2, 2024
| SSIAX Fund | USD 28.49 0.31 1.08% |
Below is the normalized historical share price chart for 1919 Socially Responsive extending back to May 18, 1993. 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 1919 Socially stands at 28.49, as last reported on the 1st of May, with the highest price reaching 28.49 and the lowest price hitting 28.49 during the day.
If you're considering investing in 1919 Mutual Fund, it is important to understand the factors that can impact its price. We consider 1919 Socially very steady. 1919 Socially Responsive retains Efficiency (Sharpe Ratio) of 0.0516, which signifies that the fund had a 0.0516% return per unit of price deviation over the last 3 months. We have found twenty-eight technical indicators for 1919 Socially, which you can use to evaluate the volatility of the entity. Please confirm 1919 Socially's Standard Deviation of 0.6333, market risk adjusted performance of (3.02), and Coefficient Of Variation of 1118.52 to double-check if the risk estimate we provide is consistent with the expected return of 0.0322%.
1919 Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
1919 |
Sharpe Ratio = 0.0516
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SSIAX |
Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average 1919 Socially is performing at about 4% 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 1919 Socially by adding it to a well-diversified portfolio.
1919 Socially Valuation on February 2, 2024
It is possible to determine the worth of 1919 Socially on a given historical date. On February 2, 2024 1919 was worth 28.14 at the beginning of the trading date compared to the closed value of 28.08. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of 1919 Socially mutual fund. Still, in general, we apply an absolute valuation method to find 1919 Socially'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 1919 Socially where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against 1919 Socially's related companies.
| Open | High | Low | Close | Volume | |
| 28.02 | 28.02 | 27.96 | 27.96 | 1.00 | |
02/02/2024 | 28.14 | 28.14 | 28.08 | 28.08 | 1.00 |
| 28.14 | 28.14 | 28.08 | 28.08 | 1.00 |
| Backtest 1919 Socially | | | 1919 Socially History | | | 1919 Socially Valuation | Previous | Next |
1919 Socially Trading Date Momentum on February 2, 2024
| On February 05 2024 1919 Socially Responsive was traded for 28.08 at the closing time. The highest daily price throughout the period was 28.14 and the lowest price was 28.08 . There was no trading activity during the period 1.0. Lack of trading volume on 02/05/2024 had no effect on price fluctuation. The daily price change to current closing price is 1.82% . |
1919 Socially Responsive Fundamentals Correlations and Trends
By evaluating 1919 Socially'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 1919 Socially's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. 1919 financial account trend analysis is a perfect complement when working with valuation or volatility modules.About 1919 Socially Mutual Fund history
1919 Socially 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 1919 is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in 1919 Socially Responsive 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 1919 Socially stock prices may prove useful in developing a viable investing in 1919 Socially
The fund invests in a mix of common stocks and other equity securities of U.S. companies of any market capitalization and fixed income securities which are primarily investment grade and may be of any maturity. Normally, it will maintain at least 65 percent of the value of its assets in equity securities and at least 25 percent of the value of its assets in fixed income securities. Fixed income securities include asset- and mortgage-backed securities.
1919 Socially Mutual Fund Technical Analysis
1919 Socially 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
1919 Socially Period Price Range
Low | February 2, 2024
| High |
28.14 | 28.08 |
1919 Socially May 1, 2024 Market Strength
Market strength indicators help investors to evaluate how 1919 Socially 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 1919 Socially shares will generate the highest return on investment. By undertsting and applying 1919 Socially mutual fund market strength indicators, traders can identify 1919 Socially Responsive entry and exit signals to maximize returns
1919 Socially Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for 1919 Socially's price direction in advance. Along with the technical and fundamental analysis of 1919 Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of 1919 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 | 0.0572 | |||
| Jensen Alpha | 0.0474 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | (3.03) |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in 1919 Socially Responsive. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the 1919 Socially Responsive information on this page should be used as a complementary analysis to other 1919 Socially's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.