Applied Finance Semi Variance

AFALX Fund  USD 12.37  0.09  0.73%   
This module presents the Semi Variance indicator for Applied Finance Core using available market inputs. The indicator computation uses normalized market activity data. Trending Equities provides context for diversified portfolio design. Portfolio balance depends on how holdings are weighted relative to each other. Adding Applied Finance Core to a portfolio enables side-by-side comparison with other holdings. The allocation framework in use shapes how individual positions are weighted. Broader economic conditions can influence Applied Finance Core's mutual fund valuation — related indicators include signals in board of governors.
Applied Finance Core has current Semi Variance of 0.3491. Semi-variance provides a good measure of downside volatility for equity or a portfolio. It is similar to variance, but it only looks at periods where the returns are less than the target or average level.

Semi Variance

 = 

SUM(RET DEV)2

N(ZERO)

 = 
0.3491
SUM = Summation notation
RET DEV = Actual return deviation over selected period
N(ZERO) = Number of points with returns less than zero

Semi Variance Peers Comparison

Semi Variance Relative To Other Indicators

Applied Finance Core is rated below average in semi variance among similar funds. It is currently under evaluation in maximum drawdown among similar funds reporting about 8.41 of Maximum Drawdown per Semi Variance. At 8.41 , Applied Finance Core's Maximum Drawdown-to-Semi Variance multiple reflects the spread between these metrics
Semi-variance is the square of semi-deviation. Semi-variance is calculated by averaging the deviations of returns that have a result that is less than the mean. Compare Applied Finance to Peers

Other Technical Indicators