Bogle Small Cap Fund Technical Analysis
| BOGIX Fund | USD 32.04 0.09 0.28% |
As of the 28th of January, Bogle Small shows the risk adjusted performance of 0.0803, and Mean Deviation of 0.786. Bogle Small Cap technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Bogle Small Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Bogle, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to BogleBogle |
Bogle Small '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 Bogle Small'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 Bogle Small.
| 10/30/2025 |
| 01/28/2026 |
If you would invest 0.00 in Bogle Small on October 30, 2025 and sell it all today you would earn a total of 0.00 from holding Bogle Small Cap or generate 0.0% return on investment in Bogle Small over 90 days. Bogle Small is related to or competes with Sentinel International, Royce International, Wells Fargo, Calamos Global, Tortoise Capital, Voya Emerging, and Madison Covered. The fund seeks to achieve its objective by investing under normal circumstances at least 80 percent of the net assets of... More
Bogle Small 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 Bogle Small'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 Bogle Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9277 | |||
| Information Ratio | 0.028 | |||
| Maximum Drawdown | 4.61 | |||
| Value At Risk | (1.47) | |||
| Potential Upside | 1.8 |
Bogle Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bogle Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Bogle Small's standard deviation. In reality, there are many statistical measures that can use Bogle Small historical prices to predict the future Bogle Small's volatility.| Risk Adjusted Performance | 0.0803 | |||
| Jensen Alpha | 0.022 | |||
| Total Risk Alpha | 0.0015 | |||
| Sortino Ratio | 0.031 | |||
| Treynor Ratio | 0.0893 |
Bogle Small January 28, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0803 | |||
| Market Risk Adjusted Performance | 0.0993 | |||
| Mean Deviation | 0.786 | |||
| Semi Deviation | 0.8207 | |||
| Downside Deviation | 0.9277 | |||
| Coefficient Of Variation | 950.03 | |||
| Standard Deviation | 1.03 | |||
| Variance | 1.05 | |||
| Information Ratio | 0.028 | |||
| Jensen Alpha | 0.022 | |||
| Total Risk Alpha | 0.0015 | |||
| Sortino Ratio | 0.031 | |||
| Treynor Ratio | 0.0893 | |||
| Maximum Drawdown | 4.61 | |||
| Value At Risk | (1.47) | |||
| Potential Upside | 1.8 | |||
| Downside Variance | 0.8606 | |||
| Semi Variance | 0.6736 | |||
| Expected Short fall | (0.94) | |||
| Skewness | 0.2001 | |||
| Kurtosis | 0.2736 |
Bogle Small Cap Backtested Returns
At this stage we consider Bogle Mutual Fund to be very steady. Bogle Small Cap secures Sharpe Ratio (or Efficiency) of 0.13, which signifies that the fund had a 0.13 % return per unit of standard deviation over the last 3 months. We have found twenty-seven technical indicators for Bogle Small Cap, which you can use to evaluate the volatility of the entity. Please confirm Bogle Small's mean deviation of 0.786, and Risk Adjusted Performance of 0.0803 to double-check if the risk estimate we provide is consistent with the expected return of 0.13%. The fund shows a Beta (market volatility) of 1.1, which signifies a somewhat significant risk relative to the market. Bogle Small returns are very sensitive to returns on the market. As the market goes up or down, Bogle Small is expected to follow.
Auto-correlation | 0.59 |
Modest predictability
Bogle Small Cap has modest predictability. Overlapping area represents the amount of predictability between Bogle Small time series from 30th of October 2025 to 14th of December 2025 and 14th of December 2025 to 28th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Bogle Small Cap price movement. The serial correlation of 0.59 indicates that roughly 59.0% of current Bogle Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.59 | |
| Spearman Rank Test | 0.71 | |
| Residual Average | 0.0 | |
| Price Variance | 0.39 |
Bogle Small 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.
Bogle Small Cap Technical Analysis
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Normalized Average True Range is used to analyze tradable apportunities for Bogle Small Cap across different markets.
About Bogle Small Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Bogle Small Cap on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Bogle Small Cap based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Bogle Small Cap price pattern first instead of the macroeconomic environment surrounding Bogle Small Cap. By analyzing Bogle Small's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Bogle Small's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Bogle Small specific price patterns or momentum indicators. Please read more on our technical analysis page.
Bogle Small January 28, 2026 Technical Indicators
Most technical analysis of Bogle help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Bogle from various momentum indicators to cycle indicators. When you analyze Bogle charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0803 | |||
| Market Risk Adjusted Performance | 0.0993 | |||
| Mean Deviation | 0.786 | |||
| Semi Deviation | 0.8207 | |||
| Downside Deviation | 0.9277 | |||
| Coefficient Of Variation | 950.03 | |||
| Standard Deviation | 1.03 | |||
| Variance | 1.05 | |||
| Information Ratio | 0.028 | |||
| Jensen Alpha | 0.022 | |||
| Total Risk Alpha | 0.0015 | |||
| Sortino Ratio | 0.031 | |||
| Treynor Ratio | 0.0893 | |||
| Maximum Drawdown | 4.61 | |||
| Value At Risk | (1.47) | |||
| Potential Upside | 1.8 | |||
| Downside Variance | 0.8606 | |||
| Semi Variance | 0.6736 | |||
| Expected Short fall | (0.94) | |||
| Skewness | 0.2001 | |||
| Kurtosis | 0.2736 |
Bogle Small January 28, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Bogle stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | (Huge) | ||
| Rate Of Daily Change | 1.00 | ||
| Day Median Price | 32.04 | ||
| Day Typical Price | 32.04 | ||
| Price Action Indicator | (0.05) |
Other Information on Investing in Bogle Mutual Fund
Bogle Small financial ratios help investors to determine whether Bogle 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 Bogle with respect to the benefits of owning Bogle Small security.
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |