Retirement Living Through Fund Market Value
| JRLQX Fund | USD 15.59 0.08 0.52% |
| Symbol | Retirement |
Retirement Living '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 Retirement Living'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 Retirement Living.
| 04/05/2025 |
| 07/04/2025 |
If you would invest 0.00 in Retirement Living on April 5, 2025 and sell it all today you would earn a total of 0.00 from holding Retirement Living Through or generate 0.0% return on investment in Retirement Living over 90 days. Retirement Living is related to or competes with Queens Road, Perkins Small, Mid-cap Growth, Mutual Of, and Omni Small-cap. The fund invests substantially all of its assets in underlying funds using an asset allocation strategy designed for inv... More
Retirement Living 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 Retirement Living'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 Retirement Living Through upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.02 | |||
| Information Ratio | 0.17 | |||
| Maximum Drawdown | 10.0 | |||
| Value At Risk | (1.33) | |||
| Potential Upside | 1.89 |
Retirement Living Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Retirement Living's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Retirement Living's standard deviation. In reality, there are many statistical measures that can use Retirement Living historical prices to predict the future Retirement Living's volatility.| Risk Adjusted Performance | 0.4204 | |||
| Jensen Alpha | 0.3321 | |||
| Total Risk Alpha | 0.2358 | |||
| Sortino Ratio | 0.2076 | |||
| Treynor Ratio | (1.71) |
Retirement Living Through Backtested Returns
Retirement Living appears to be very steady, given 3 months investment horizon. Retirement Living Through maintains Sharpe Ratio (i.e., Efficiency) of 0.26, which implies the entity had a 0.26 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Retirement Living Through, which you can use to evaluate the volatility of the fund. Please evaluate Retirement Living's Risk Adjusted Performance of 0.4204, semi deviation of 0.4964, and Coefficient Of Variation of 385.1 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of -0.18, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Retirement Living are expected to decrease at a much lower rate. During the bear market, Retirement Living is likely to outperform the market.
Auto-correlation | 0.87 |
Very good predictability
Retirement Living Through has very good predictability. Overlapping area represents the amount of predictability between Retirement Living time series from 5th of April 2025 to 20th of May 2025 and 20th of May 2025 to 4th 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 Retirement Living Through price movement. The serial correlation of 0.87 indicates that approximately 87.0% of current Retirement Living price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.87 | |
| Spearman Rank Test | 0.89 | |
| Residual Average | 0.0 | |
| Price Variance | 0.06 |
Retirement Living Through lagged returns against current returns
Autocorrelation, which is Retirement Living 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 Retirement Living's mutual fund expected returns. We can calculate the autocorrelation of Retirement Living returns to help us make a trade decision. For example, suppose you find that Retirement Living 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 |
Retirement Living 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 Retirement Living mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Retirement Living mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Retirement Living mutual fund over time.
Current vs Lagged Prices |
| Timeline |
Retirement Living Lagged Returns
When evaluating Retirement Living's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Retirement Living mutual fund have on its future price. Retirement Living 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, Retirement Living autocorrelation shows the relationship between Retirement Living mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Retirement Living Through.
Regressed Prices |
| Timeline |
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Other Information on Investing in Retirement Mutual Fund
Retirement Living financial ratios help investors to determine whether Retirement 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 Retirement with respect to the benefits of owning Retirement Living security.
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