Concorde Wealth Management Fund Price History
CONWX Fund | USD 18.34 0.08 0.43% |
Below is the normalized historical share price chart for Concorde Wealth Management extending back to July 29, 2016. 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 Concorde Wealth stands at 18.34, as last reported on the 21st of July, with the highest price reaching 18.34 and the lowest price hitting 18.34 during the day.
If you're considering investing in Concorde Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Concorde Mutual Fund to be very steady. Concorde Wealth Mana secures Sharpe Ratio (or Efficiency) of 0.12, which signifies that the fund had a 0.12 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Concorde Wealth Management, which you can use to evaluate the volatility of the entity. Please confirm Concorde Wealth's Risk Adjusted Performance of 0.1112, mean deviation of 0.3627, and Downside Deviation of 0.5051 to double-check if the risk estimate we provide is consistent with the expected return of 0.051%.
Concorde Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Concorde |
Sharpe Ratio = 0.1165
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Estimated Market Risk
0.44 actual daily | 3 97% of assets are more volatile |
Expected Return
0.05 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Concorde Wealth is performing at about 9% 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 Concorde Wealth by adding it to a well-diversified portfolio.
Concorde Wealth Mutual Fund Price History Chart
There are several ways to analyze Concorde Wealth Management Fund price data. The simplest method is using a basic Concorde candlestick price chart, which shows Concorde Wealth price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | May 16, 2025 | 18.55 |
Lowest Price | April 23, 2025 | 17.84 |
Concorde Wealth July 21, 2025 Mutual Fund Price Synopsis
Various analyses of Concorde Wealth's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Concorde Mutual Fund. It can be used to describe the percentage change in the price of Concorde Wealth from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Concorde Mutual Fund.Concorde Wealth Price Rate Of Daily Change | 1.00 | |
Concorde Wealth Price Action Indicator | (0.04) |
Concorde Wealth July 21, 2025 Mutual Fund Price Analysis
Concorde Mutual Fund Price History Data
The price series of Concorde Wealth for the period between Tue, Apr 22, 2025 and Mon, Jul 21, 2025 has a statistical range of 0.97 with a coefficient of variation of 1.41. The prices are distributed with arithmetic mean of 18.27. The median price for the last 90 days is 18.35. The company issued dividends on December 31, 2019.Open | High | Low | Close | Volume | ||
07/21/2025 | 18.34 | 18.34 | 18.34 | 18.34 | 1.00 | |
07/18/2025 | 18.42 | 18.42 | 18.42 | 18.42 | 1.00 | |
07/17/2025 | 18.44 | 18.44 | 18.44 | 18.44 | 1.00 | |
07/16/2025 | 18.38 | 18.38 | 18.38 | 18.38 | 1.00 | |
07/15/2025 | 18.33 | 18.33 | 18.33 | 18.33 | 1.00 | |
07/14/2025 | 18.52 | 18.52 | 18.52 | 18.52 | 1.00 | |
07/11/2025 | 18.54 | 18.54 | 18.54 | 18.54 | 1.00 | |
07/10/2025 | 18.55 | 18.55 | 18.55 | 18.55 | 1.00 | |
07/09/2025 | 18.47 | 18.47 | 18.47 | 18.47 | 1.00 | |
07/08/2025 | 18.46 | 18.46 | 18.46 | 18.46 | 1.00 | |
07/07/2025 | 18.41 | 18.41 | 18.41 | 18.41 | 1.00 | |
07/03/2025 | 18.52 | 18.52 | 18.52 | 18.52 | 1.00 | |
07/02/2025 | 18.52 | 18.52 | 18.52 | 18.52 | 1.00 | |
07/01/2025 | 18.47 | 18.47 | 18.47 | 18.47 | 1.00 | |
06/30/2025 | 18.40 | 18.40 | 18.40 | 18.40 | 1.00 | |
06/27/2025 | 18.41 | 18.41 | 18.41 | 18.41 | 1.00 | |
06/26/2025 | 18.44 | 18.44 | 18.44 | 18.44 | 1.00 | |
06/25/2025 | 18.30 | 18.30 | 18.30 | 18.30 | 1.00 | |
06/24/2025 | 18.41 | 18.41 | 18.41 | 18.41 | 1.00 | |
06/23/2025 | 18.41 | 18.41 | 18.41 | 18.41 | 1.00 | |
06/20/2025 | 18.46 | 18.46 | 18.46 | 18.46 | 1.00 | |
06/18/2025 | 18.45 | 18.45 | 18.45 | 18.45 | 1.00 | |
06/17/2025 | 18.48 | 18.48 | 18.48 | 18.48 | 1.00 | |
06/16/2025 | 18.55 | 18.55 | 18.55 | 18.55 | 1.00 | |
06/13/2025 | 18.55 | 18.55 | 18.55 | 18.55 | 1.00 | |
06/12/2025 | 18.51 | 18.51 | 18.51 | 18.51 | 1.00 | |
06/11/2025 | 18.43 | 18.43 | 18.43 | 18.43 | 1.00 | |
06/10/2025 | 18.40 | 18.40 | 18.40 | 18.40 | 1.00 | |
06/09/2025 | 18.35 | 18.35 | 18.35 | 18.35 | 1.00 | |
06/06/2025 | 18.33 | 18.33 | 18.33 | 18.33 | 1.00 | |
06/05/2025 | 18.26 | 18.26 | 18.26 | 18.26 | 1.00 | |
06/04/2025 | 18.26 | 18.26 | 18.26 | 18.26 | 1.00 | |
06/03/2025 | 18.34 | 18.34 | 18.34 | 18.34 | 1.00 | |
06/02/2025 | 18.27 | 18.27 | 18.27 | 18.27 | 1.00 | |
05/30/2025 | 18.17 | 18.17 | 18.17 | 18.17 | 1.00 | |
05/29/2025 | 18.30 | 18.30 | 18.30 | 18.30 | 1.00 | |
05/28/2025 | 18.26 | 18.26 | 18.26 | 18.26 | 1.00 | |
05/27/2025 | 18.35 | 18.35 | 18.35 | 18.35 | 1.00 | |
05/23/2025 | 18.24 | 18.24 | 18.24 | 18.24 | 1.00 | |
05/22/2025 | 18.24 | 18.24 | 18.24 | 18.24 | 1.00 | |
05/21/2025 | 18.32 | 18.32 | 18.32 | 18.32 | 1.00 | |
05/20/2025 | 18.48 | 18.48 | 18.48 | 18.48 | 1.00 | |
05/19/2025 | 18.53 | 18.53 | 18.53 | 18.53 | 1.00 | |
05/16/2025 | 18.55 | 18.55 | 18.55 | 18.55 | 1.00 | |
05/15/2025 | 18.53 | 18.53 | 18.53 | 18.53 | 1.00 | |
05/14/2025 | 18.45 | 18.45 | 18.45 | 18.45 | 1.00 | |
05/13/2025 | 18.51 | 18.51 | 18.51 | 18.51 | 1.00 | |
05/12/2025 | 18.45 | 18.45 | 18.45 | 18.45 | 1.00 | |
05/09/2025 | 18.21 | 18.21 | 18.21 | 18.21 | 1.00 | |
05/08/2025 | 18.10 | 18.10 | 18.10 | 18.10 | 1.00 | |
05/07/2025 | 18.06 | 18.06 | 18.06 | 18.06 | 1.00 | |
05/06/2025 | 18.03 | 18.03 | 18.03 | 18.03 | 1.00 | |
05/05/2025 | 18.04 | 18.04 | 18.04 | 18.04 | 1.00 | |
05/02/2025 | 18.11 | 18.11 | 18.11 | 18.11 | 1.00 | |
05/01/2025 | 17.94 | 17.94 | 17.94 | 17.94 | 1.00 | |
04/30/2025 | 17.92 | 17.92 | 17.92 | 17.92 | 1.00 | |
04/29/2025 | 18.03 | 18.03 | 18.03 | 18.03 | 1.00 | |
04/28/2025 | 18.06 | 18.06 | 18.06 | 18.06 | 1.00 | |
04/25/2025 | 17.99 | 17.99 | 17.99 | 17.99 | 1.00 | |
04/24/2025 | 17.99 | 17.99 | 17.99 | 17.99 | 1.00 | |
04/23/2025 | 17.84 | 17.84 | 17.84 | 17.84 | 1.00 |
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.
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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 | 0.1112 | |||
Jensen Alpha | 0.0108 | |||
Total Risk Alpha | (0.02) | |||
Sortino Ratio | (0.16) | |||
Treynor Ratio | 0.1646 |
Cycle Indicators | ||
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Pattern Recognition | ||
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Statistic Functions | ||
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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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