Financial Services Portfolio Fund Price History
SFPIX Fund | USD 12.66 0.04 0.32% |
Below is the normalized historical share price chart for Financial Services Portfolio extending back to January 08, 2003. 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 Financial Services stands at 12.66, as last reported on the 20th of July, with the highest price reaching 12.66 and the lowest price hitting 12.66 during the day.
If you're considering investing in Financial Mutual Fund, it is important to understand the factors that can impact its price. Financial Services appears to be very steady, given 3 months investment horizon. Financial Services secures Sharpe Ratio (or Efficiency) of 0.27, which denotes the fund had a 0.27 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Financial Services Portfolio, which you can use to evaluate the volatility of the entity. Please utilize Financial Services' Coefficient Of Variation of 490.79, downside deviation of 1.0, and Mean Deviation of 0.7426 to check if our risk estimates are consistent with your expectations.
Financial Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Financial |
Sharpe Ratio = 0.2671
Best Portfolio | Best Equity | |||
Good Returns | ||||
Average Returns | ||||
Small Returns | SFPIX | |||
Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns |
Estimated Market Risk
0.95 actual daily | 8 92% of assets are more volatile |
Expected Return
0.25 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
0.27 actual daily | 21 79% of assets perform better |
Based on monthly moving average Financial Services is performing at about 21% 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 Financial Services by adding it to a well-diversified portfolio.
Financial Services Mutual Fund Price History Chart
There are several ways to analyze Financial Services Portfolio Fund price data. The simplest method is using a basic Financial candlestick price chart, which shows Financial Services 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 | July 3, 2025 | 12.77 |
Lowest Price | April 23, 2025 | 11.27 |
Financial Services July 20, 2025 Mutual Fund Price Synopsis
Various analyses of Financial Services' daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Financial Mutual Fund. It can be used to describe the percentage change in the price of Financial Services from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Financial Mutual Fund.Financial Services Price Rate Of Daily Change | 1.00 | |
Financial Services Price Action Indicator | 0.02 |
Financial Services July 20, 2025 Mutual Fund Price Analysis
Financial Mutual Fund Price History Data
The price series of Financial Services for the period between Mon, Apr 21, 2025 and Sun, Jul 20, 2025 has a statistical range of 1.95 with a coefficient of variation of 3.92. The price distribution for the period has arithmetic mean of 12.02. The median price for the last 90 days is 12.1. The company had dividends distributed to its stock-holders on 12/11/2019.Open | High | Low | Close | Volume | ||
07/20/2025 | 12.66 | 12.66 | 12.66 | 12.66 | ||
07/18/2025 | 12.66 | 12.66 | 12.66 | 12.66 | 1.00 | |
07/17/2025 | 12.62 | 12.62 | 12.62 | 12.62 | 1.00 | |
07/16/2025 | 12.50 | 12.50 | 12.50 | 12.50 | 1.00 | |
07/15/2025 | 12.41 | 12.41 | 12.41 | 12.41 | 1.00 | |
07/14/2025 | 12.66 | 12.66 | 12.66 | 12.66 | 1.00 | |
07/11/2025 | 12.55 | 12.55 | 12.55 | 12.55 | 1.00 | |
07/10/2025 | 12.67 | 12.67 | 12.67 | 12.67 | 1.00 | |
07/09/2025 | 12.61 | 12.61 | 12.61 | 12.61 | 1.00 | |
07/08/2025 | 12.58 | 12.58 | 12.58 | 12.58 | 1.00 | |
07/07/2025 | 12.66 | 12.66 | 12.66 | 12.66 | 1.00 | |
07/03/2025 | 12.77 | 12.77 | 12.77 | 12.77 | 1.00 | |
07/02/2025 | 12.65 | 12.65 | 12.65 | 12.65 | 1.00 | |
07/01/2025 | 12.63 | 12.63 | 12.63 | 12.63 | 1.00 | |
06/30/2025 | 12.52 | 12.52 | 12.52 | 12.52 | 1.00 | |
06/27/2025 | 12.42 | 12.42 | 12.42 | 12.42 | 1.00 | |
06/26/2025 | 12.37 | 12.37 | 12.37 | 12.37 | 1.00 | |
06/25/2025 | 12.26 | 12.26 | 12.26 | 12.26 | 1.00 | |
06/24/2025 | 12.30 | 12.30 | 12.30 | 12.30 | 1.00 | |
06/23/2025 | 12.15 | 12.15 | 12.15 | 12.15 | 1.00 | |
06/20/2025 | 12.00 | 12.00 | 12.00 | 12.00 | 1.00 | |
06/18/2025 | 11.96 | 11.96 | 11.96 | 11.96 | 1.00 | |
06/17/2025 | 11.93 | 11.93 | 11.93 | 11.93 | 1.00 | |
06/16/2025 | 12.02 | 12.02 | 12.02 | 12.02 | 1.00 | |
06/13/2025 | 11.89 | 11.89 | 11.89 | 11.89 | 1.00 | |
06/12/2025 | 12.12 | 12.12 | 12.12 | 12.12 | 1.00 | |
06/11/2025 | 12.10 | 12.10 | 12.10 | 12.10 | 1.00 | |
06/10/2025 | 12.13 | 12.13 | 12.13 | 12.13 | 1.00 | |
06/09/2025 | 12.14 | 12.14 | 12.14 | 12.14 | 1.00 | |
06/06/2025 | 12.20 | 12.20 | 12.20 | 12.20 | 1.00 | |
06/05/2025 | 12.02 | 12.02 | 12.02 | 12.02 | 1.00 | |
06/04/2025 | 12.04 | 12.04 | 12.04 | 12.04 | 1.00 | |
06/03/2025 | 12.13 | 12.13 | 12.13 | 12.13 | 1.00 | |
06/02/2025 | 12.10 | 12.10 | 12.10 | 12.10 | 1.00 | |
05/30/2025 | 12.09 | 12.09 | 12.09 | 12.09 | 1.00 | |
05/29/2025 | 12.08 | 12.08 | 12.08 | 12.08 | 1.00 | |
05/28/2025 | 12.03 | 12.03 | 12.03 | 12.03 | 1.00 | |
05/27/2025 | 12.12 | 12.12 | 12.12 | 12.12 | 1.00 | |
05/23/2025 | 11.91 | 11.91 | 11.91 | 11.91 | 1.00 | |
05/22/2025 | 11.95 | 11.95 | 11.95 | 11.95 | 1.00 | |
05/21/2025 | 11.96 | 11.96 | 11.96 | 11.96 | 1.00 | |
05/20/2025 | 12.22 | 12.22 | 12.22 | 12.22 | 1.00 | |
05/19/2025 | 12.28 | 12.28 | 12.28 | 12.28 | 1.00 | |
05/16/2025 | 12.29 | 12.29 | 12.29 | 12.29 | 1.00 | |
05/15/2025 | 12.21 | 12.21 | 12.21 | 12.21 | 1.00 | |
05/14/2025 | 12.13 | 12.13 | 12.13 | 12.13 | 1.00 | |
05/13/2025 | 12.19 | 12.19 | 12.19 | 12.19 | 1.00 | |
05/12/2025 | 12.13 | 12.13 | 12.13 | 12.13 | 1.00 | |
05/09/2025 | 11.84 | 11.84 | 11.84 | 11.84 | 1.00 | |
05/08/2025 | 11.81 | 11.81 | 11.81 | 11.81 | 1.00 | |
05/07/2025 | 11.70 | 11.70 | 11.70 | 11.70 | 1.00 | |
05/06/2025 | 11.62 | 11.62 | 11.62 | 11.62 | 1.00 | |
05/05/2025 | 11.69 | 11.69 | 11.69 | 11.69 | 1.00 | |
05/02/2025 | 11.76 | 11.76 | 11.76 | 11.76 | 1.00 | |
05/01/2025 | 11.53 | 11.53 | 11.53 | 11.53 | 1.00 | |
04/30/2025 | 11.54 | 11.54 | 11.54 | 11.54 | 1.00 | |
04/29/2025 | 11.54 | 11.54 | 11.54 | 11.54 | 1.00 | |
04/28/2025 | 11.44 | 11.44 | 11.44 | 11.44 | 1.00 | |
04/25/2025 | 11.40 | 11.40 | 11.40 | 11.40 | 1.00 | |
04/24/2025 | 11.44 | 11.44 | 11.44 | 11.44 | 1.00 | |
04/23/2025 | 11.27 | 11.27 | 11.27 | 11.27 | 1.00 |
About Financial Services Mutual Fund history
Financial Services 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 Financial is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Financial Services 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 Financial Services stock prices may prove useful in developing a viable investing in Financial Services
The fund will normally invest at least 80 percent of its total assets in U.S. and foreign equity securities issued by financial services companies, regardless of their stock market value . Equity securities include common stocks, securities convertible into common stocks, preferred stocks and warrants. Up to 20 percent of the Portfolios total assets may be invested in U.S. and foreign securities outside of financial companies.
Financial Services Mutual Fund Technical Analysis
Financial Services 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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Financial Services Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Financial Services' price direction in advance. Along with the technical and fundamental analysis of Financial Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Financial 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 | 0.1909 | |||
Jensen Alpha | 0.0671 | |||
Total Risk Alpha | 0.0535 | |||
Sortino Ratio | 0.0619 | |||
Treynor Ratio | 0.2005 |
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 Financial Mutual Fund
Financial Services financial ratios help investors to determine whether Financial 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 Financial with respect to the benefits of owning Financial Services security.
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