Concorde Wealth Management Fund Price on June 30, 2025
| CONWX Fund | USD 18.50 0.07 0.38% |
If you're considering investing in Concorde Mutual Fund, it is important to understand the factors that can impact its price. As of today, the current price of Concorde Wealth stands at 18.50, as last reported on the 24th of July, with the highest price reaching 18.50 and the lowest price hitting 18.50 during the day. At this stage we consider Concorde Mutual Fund to be very steady. Concorde Wealth Mana secures Sharpe Ratio (or Efficiency) of 0.11, which signifies that the fund had a 0.11 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Concorde Wealth Management, which you can use to evaluate the volatility of the entity. Please confirm Concorde Wealth's Downside Deviation of 0.5218, mean deviation of 0.3715, and Risk Adjusted Performance of 0.1131 to double-check if the risk estimate we provide is consistent with the expected return of 0.0468%.
Concorde Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Concorde |
Concorde Wealth Valuation on June 30, 2025
It is possible to determine the worth of Concorde Wealth on a given historical date. On June 30, 2025 Concorde was worth 18.4 at the beginning of the trading date compared to the closed value of 18.4. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Concorde Wealth mutual fund. Still, in general, we apply an absolute valuation method to find Concorde Wealth'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 Concorde Wealth where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Concorde Wealth's related companies.
| Open | High | Low | Close | Volume | |
| 18.41 | 18.41 | 18.41 | 18.41 | 1.00 | |
06/30/2025 | 18.40 | 18.40 | 18.40 | 18.40 | 1.00 |
| 18.47 | 18.47 | 18.47 | 18.47 | 1.00 |
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Concorde Wealth Trading Date Momentum on June 30, 2025
| On July 01 2025 Concorde Wealth Management was traded for 18.47 at the closing time. The highest daily price throughout the period was 18.47 and the lowest price was 18.47 . There was no trading activity during the period 1.0. Lack of trading volume on 07/01/2025 added to the next day price jump. The overall trading delta to closing price of the next trading day was 0.38% . The overall trading delta to current closing price is 0.82% . |
Concorde Wealth Mana Fundamentals Correlations and Trends
By evaluating Concorde Wealth'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 Concorde Wealth's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Concorde financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Concorde Wealth Mutual Fund history
Concorde Wealth 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 Concorde is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Concorde Wealth Mana 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 Concorde Wealth stock prices may prove useful in developing a viable investing in Concorde Wealth
The fund invests primarily in a portfolio of equity securities that the adviser believes are undervalued, debt securities that offer appropriate current returns that are commensurate with related risks and private equity, based on risk and return attributes as dictated by broad market and economic conditions. It normally invests approximately 40 percent to 60 percent of the funds total assets in equity securities and 40 percent to 60 percent in fixed income securities.
Concorde Wealth Mutual Fund Technical Analysis
Concorde Wealth 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
Concorde Wealth Period Price Range
Low | July 24, 2025
| High |
0.00 | 0.00 |
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Concorde Wealth July 24, 2025 Market Strength
Market strength indicators help investors to evaluate how Concorde Wealth 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 Concorde Wealth shares will generate the highest return on investment. By undertsting and applying Concorde Wealth mutual fund market strength indicators, traders can identify Concorde Wealth Management entry and exit signals to maximize returns
Concorde Wealth Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Concorde Wealth's price direction in advance. Along with the technical and fundamental analysis of Concorde Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Concorde 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 | 0.1131 | |||
| Jensen Alpha | 0.0705 | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | (0.29) | |||
| Treynor Ratio | (0.85) |
| 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 Concorde Mutual Fund
Concorde Wealth financial ratios help investors to determine whether Concorde 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 Concorde with respect to the benefits of owning Concorde Wealth security.
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