SMALL CAP Semi Variance

VCSLX Fund  USD 16.71  -0.29  -1.71%   
The Semi Variance calculation for SMALL CAP draws on price and volume history. Data availability for the calculation period determines indicator completeness. Use World Market Map to explore diversified allocation structure. Understanding allocation structure supports portfolio context. Small Cap Index can be included in a portfolio to evaluate diversification impact. Risk and return metrics update as positions are added or adjusted. Broader economic conditions can influence Small Cap Index's mutual fund valuation — related indicators include signals in board of governors.
Small Cap Index has current Semi Variance of 0. 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
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

Small Cap Index is rated below average in semi variance among similar funds. It is currently under evaluation in maximum drawdown among similar funds .
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 SMALL CAP to Peers

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