Enterprise Portfolio Institutional Fund Market Value

JAAGX Fund  USD 81.08  0.06  0.07%   
Enterprise Portfolio's market value is the price at which a share of Enterprise Portfolio trades on a public exchange. It measures the collective expectations of Enterprise Portfolio Institutional investors about its performance. Enterprise Portfolio is trading at 81.08 as of the 19th of July 2025; that is 0.07 percent down since the beginning of the trading day. The fund's open price was 81.14.
With this module, you can estimate the performance of a buy and hold strategy of Enterprise Portfolio Institutional and determine expected loss or profit from investing in Enterprise Portfolio over a given investment horizon. Check out Enterprise Portfolio Correlation, Enterprise Portfolio Volatility and Enterprise Portfolio Alpha and Beta module to complement your research on Enterprise Portfolio.
Symbol

Please note, there is a significant difference between Enterprise Portfolio's value and its price as these two are different measures arrived at by different means. Investors typically determine if Enterprise Portfolio is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Enterprise Portfolio'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.

Enterprise Portfolio '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 Enterprise Portfolio'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 Enterprise Portfolio.
0.00
04/20/2025
No Change 0.00  0.0 
In 3 months and 1 day
07/19/2025
0.00
If you would invest  0.00  in Enterprise Portfolio on April 20, 2025 and sell it all today you would earn a total of 0.00 from holding Enterprise Portfolio Institutional or generate 0.0% return on investment in Enterprise Portfolio over 90 days. Enterprise Portfolio is related to or competes with Ab Bond, Pimco Inflation, Atac Inflation, Hartford Inflation, Great West, Western Asset, and The Hartford. The Portfolio pursues its investment objective by investing primarily in common stocks selected for their growth potenti... More

Enterprise Portfolio 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 Enterprise Portfolio'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 Enterprise Portfolio Institutional upside and downside potential and time the market with a certain degree of confidence.

Enterprise Portfolio Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Enterprise Portfolio's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Enterprise Portfolio's standard deviation. In reality, there are many statistical measures that can use Enterprise Portfolio historical prices to predict the future Enterprise Portfolio's volatility.
Hype
Prediction
LowEstimatedHigh
80.3681.2382.10
Details
Intrinsic
Valuation
LowRealHigh
78.9879.8589.19
Details
Naive
Forecast
LowNextHigh
79.0679.9380.80
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
79.8580.8381.82
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Enterprise Portfolio. Your research has to be compared to or analyzed against Enterprise Portfolio's peers to derive any actionable benefits. When done correctly, Enterprise Portfolio's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Enterprise Portfolio.

Enterprise Portfolio Backtested Returns

Enterprise Portfolio appears to be very steady, given 3 months investment horizon. Enterprise Portfolio secures Sharpe Ratio (or Efficiency) of 0.3, which denotes the fund had a 0.3 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Enterprise Portfolio Institutional, which you can use to evaluate the volatility of the entity. Please utilize Enterprise Portfolio's Downside Deviation of 0.8619, mean deviation of 0.684, and Coefficient Of Variation of 406.11 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of -0.17, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Enterprise Portfolio are expected to decrease at a much lower rate. During the bear market, Enterprise Portfolio is likely to outperform the market.

Auto-correlation

    
  0.78  

Good predictability

Enterprise Portfolio Institutional has good predictability. Overlapping area represents the amount of predictability between Enterprise Portfolio time series from 20th of April 2025 to 4th of June 2025 and 4th of June 2025 to 19th 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 Enterprise Portfolio price movement. The serial correlation of 0.78 indicates that around 78.0% of current Enterprise Portfolio price fluctuation can be explain by its past prices.
Correlation Coefficient0.78
Spearman Rank Test0.77
Residual Average0.0
Price Variance1.28

Enterprise Portfolio lagged returns against current returns

Autocorrelation, which is Enterprise Portfolio 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 Enterprise Portfolio's mutual fund expected returns. We can calculate the autocorrelation of Enterprise Portfolio returns to help us make a trade decision. For example, suppose you find that Enterprise Portfolio 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  

Enterprise Portfolio 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 Enterprise Portfolio mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Enterprise Portfolio mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Enterprise Portfolio mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Enterprise Portfolio Lagged Returns

When evaluating Enterprise Portfolio's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Enterprise Portfolio mutual fund have on its future price. Enterprise Portfolio 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, Enterprise Portfolio autocorrelation shows the relationship between Enterprise Portfolio mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Enterprise Portfolio Institutional.
   Regressed Prices   
       Timeline  

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Enterprise Mutual Fund

Enterprise Portfolio financial ratios help investors to determine whether Enterprise 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 Enterprise with respect to the benefits of owning Enterprise Portfolio security.
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