Classic Value Fund Market Value

JCVIX Fund  USD 25.70  0.43  1.70%   
Classic Value's market value is the price at which a share of Classic Value trades on a public exchange. It measures the collective expectations of Classic Value Fund investors about its performance. Classic Value is trading at 25.70 as of the 24th of July 2025; that is 1.70 percent increase since the beginning of the trading day. The fund's open price was 25.27.
With this module, you can estimate the performance of a buy and hold strategy of Classic Value Fund and determine expected loss or profit from investing in Classic Value over a given investment horizon. Check out Classic Value Correlation, Classic Value Volatility and Classic Value Alpha and Beta module to complement your research on Classic Value.
Symbol

Please note, there is a significant difference between Classic Value's value and its price as these two are different measures arrived at by different means. Investors typically determine if Classic Value is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Classic Value's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Classic Value 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Classic Value's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Classic Value.
0.00
04/25/2025
No Change 0.00  0.0 
In 2 months and 31 days
07/24/2025
0.00
If you would invest  0.00  in Classic Value on April 25, 2025 and sell it all today you would earn a total of 0.00 from holding Classic Value Fund or generate 0.0% return on investment in Classic Value over 90 days. Classic Value is related to or competes with Aqr Tm, Transamerica Emerging, Federated Emerging, Ep Emerging, Ep Emerging, Rbc Bluebay, and Investec Emerging. The fund normally invests at least 80 percent of its net assets in domestic equity securities More

Classic Value Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Classic Value's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Classic Value Fund upside and downside potential and time the market with a certain degree of confidence.

Classic Value Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Classic Value's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Classic Value's standard deviation. In reality, there are many statistical measures that can use Classic Value historical prices to predict the future Classic Value's volatility.
Hype
Prediction
LowEstimatedHigh
23.0324.0225.01
Details
Intrinsic
Valuation
LowRealHigh
23.0824.0725.06
Details
Naive
Forecast
LowNextHigh
23.9724.9625.95
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
24.1725.0425.91
Details

Classic Value Backtested Returns

Classic Value appears to be very steady, given 3 months investment horizon. Classic Value secures Sharpe Ratio (or Efficiency) of 0.2, which signifies that the fund had a 0.2 % return per unit of standard deviation over the last 3 months. We have found twenty-eight technical indicators for Classic Value Fund, which you can use to evaluate the volatility of the entity. Please makes use of Classic Value's risk adjusted performance of 0.2121, and Mean Deviation of 0.8128 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 1.06, which signifies a somewhat significant risk relative to the market. Classic Value returns are very sensitive to returns on the market. As the market goes up or down, Classic Value is expected to follow.

Auto-correlation

    
  0.68  

Good predictability

Classic Value Fund has good predictability. Overlapping area represents the amount of predictability between Classic Value time series from 25th of April 2025 to 9th of June 2025 and 9th of June 2025 to 24th of July 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Classic Value price movement. The serial correlation of 0.68 indicates that around 68.0% of current Classic Value price fluctuation can be explain by its past prices.
Correlation Coefficient0.68
Spearman Rank Test0.65
Residual Average0.0
Price Variance0.21

Classic Value lagged returns against current returns

Autocorrelation, which is Classic Value mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Classic Value's mutual fund expected returns. We can calculate the autocorrelation of Classic Value returns to help us make a trade decision. For example, suppose you find that Classic Value has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Classic Value regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Classic Value mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Classic Value mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Classic Value mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Classic Value Lagged Returns

When evaluating Classic Value's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Classic Value mutual fund have on its future price. Classic Value autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Classic Value autocorrelation shows the relationship between Classic Value mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Classic Value Fund.
   Regressed Prices   
       Timeline  

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Other Information on Investing in Classic Mutual Fund

Classic Value financial ratios help investors to determine whether Classic 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 Classic with respect to the benefits of owning Classic Value security.
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