LARGE CAP Total Risk Alpha

SLVCX Fund  USD 14.70  -0.25  -1.67%   
This dataset for Large Cap Value reflects inputs used in the Total Risk Alpha calculation. All values reflect available price and volume data across reporting intervals. Portfolio design and allocation context appear in World Market Map. The view supports a broader understanding of portfolio structure. Portfolio balance depends on how holdings are weighted relative to each other. No forward-looking guarantees are expressed or implied by this data. This suggests a position in Large Cap Value. This appears in the portfolio view. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in median.
Large Cap Value has current Total Risk Alpha of 0.0244. The total risk alpha measures the performance of an asset by comparing its returns with those of a selected benchmark portfolio.

Total Risk Alpha

 = 

RFR + (ER[b] - ER[a])

x

STD[a] / STD[b]

 = 
0.0244
ER[a] = Expected return on investing in LARGE CAP
ER[b] = Expected return on market index or selected benchmark
STD[a] =   Standard Deviation of returns on LARGE CAP
STD[b] = Standard Deviation of selected market or benchmark
RFR = Risk Free Rate of return. Typically T-Bill Rate

Total Risk Alpha Peers Comparison

Total Risk Alpha Relative To Other Indicators

Large Cap Value ranks first in total risk alpha among similar funds. It is currently under evaluation in maximum drawdown among similar funds reporting about 151.25 of Maximum Drawdown per Total Risk Alpha.
The benchmark portfolio represents the market risk matched to the total risk of the stock ETF or fund. Compare LARGE CAP to Peers

Other Technical Indicators