Pax Small Cap Fund Technical Analysis
| PXSIX Fund | USD 18.93 0.14 0.75% |
As of the 9th of March, shares of Pax Small change hands at 18.93 per share. Momentum and volatility readings indicate Semi Deviation of 0.949, coefficient of variation of 10239.69, and Risk Adjusted Performance of 0.01. The system measures statistical relationships between price fluctuations and trading activity. Indicator values are assessed relative to historical performance bands.
Pax 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 Pax, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to PaxPax |
Pax Small 'What if' Analysis
Running a what-if backtest on Pax Small Cap gives investors a practical way to test how changes in horizon, position size, or market timing might have affected the result. Used properly, this review helps investors decide whether Pax Small's historical reward profile was stable enough to support the current thesis.
| 12/09/2025 |
| 03/09/2026 |
An initial 0.00 allocation to Pax Small on December 9, 2025 held through today would generate 0.00 in total gains. That corresponds to a 0.0% total return in Pax Small overall over 90 days.. Pax Small is often compared with Invesco Energy, Red Oak, Meridian Growth, Schwab Balanced, Tekla Healthcare, Congress Mid, and Northern Small based on sector and business overlap. Peer context helps frame relative positioning. The fund invests at least 80 percent of its net assets in equity securities of companies that, when purchased, have capi... More
Pax Small Momentum Range Indicators Overview
This section highlights upside and downside signals that contextualize Pax Small price behavior. They compare current price to recent trend and sentiment readings.
| Downside Deviation | 0.9981 | |||
| Information Ratio | 2.0E-4 | |||
| Maximum Drawdown | 5.19 | |||
| Value At Risk | -1.74 | |||
| Potential Upside | 1.54 |
Pax Small Volatility and Risk Indicators Overview
This section presents risk metrics that describe Pax Small's historical price variability. The metrics rely on historical prices to describe variability over time.| Risk Adjusted Performance | 0.01 | |||
| Jensen Alpha | 3.0E-4 | |||
| Total Risk Alpha | 3.0E-4 | |||
| Sortino Ratio | 2.0E-4 | |||
| Treynor Ratio | -0.000011 |
The mean reversion principle applied to Pax Small's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
Pax Small 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 | 0.01 | |||
| Market Risk Adjusted Performance | 0.01 | |||
| Mean Deviation | 0.7865 | |||
| Semi Deviation | 0.949 | |||
| Downside Deviation | 0.9981 | |||
| Coefficient Of Variation | 10239.69 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.05 | |||
| Information Ratio | 2.0E-4 | |||
| Jensen Alpha | 3.0E-4 | |||
| Total Risk Alpha | 3.0E-4 | |||
| Sortino Ratio | 2.0E-4 | |||
| Treynor Ratio | -0.000011 | |||
| Maximum Drawdown | 5.19 | |||
| Value At Risk | -1.74 | |||
| Potential Upside | 1.54 | |||
| Downside Variance | 0.9963 | |||
| Semi Variance | 0.9006 | |||
| Expected Short fall | -0.88 | |||
| Skewness | 0.2675 | |||
| Kurtosis | 0.8781 |
Pax Small Cap Backtested Returns
Pax Small presents a very low volatility profile within the defined horizon. It has a Sharpe Ratio of 0.0184, which indicates that 0.0184 units of return per unit of risk over the last 3 months. We identified twenty-eight technical indicators supporting this volatility profile. Please review metrics such as risk-adjusted performance of 0.01, coefficient of variation of 10239.69, and Semi Deviation of 0.949 to review dispersion measures. The fund secures a Beta (Market Risk) of 1.13, which means a somewhat significant risk relative to the market. Pax Small returns are very sensitive to returns on the market. As the market goes up or down, Pax Small is expected to follow.
Auto-correlation | -0.16 |
Insignificant reverse predictability
Pax Small Cap exhibits insignificant reverse predictability. Autocorrelation measures the degree of predictability between Pax Small time series from 9th of December 2025 to 23rd of January 2026 and from 23rd of January 2026 to 9th of March 2026. The stronger the relationship between the current interval and its lagged values, the more accurately future price behavior of Pax Small Cap may be projected. A serial correlation of -0.16 indicates that over 16.0% of current Pax Small price fluctuations can be explained by its historical price movements. Given that Pax Small Cap has negative autocorrelation for the selected time horizon, market participants may evaluate potential contrarian price behavior over comparable future intervals.
| Correlation Coefficient | -0.16 | |
| Spearman Rank Test | 0.16 | |
| Residual Average | 0.0 | |
| Price Variance | 0.12 |
Technical analysis for Pax Small examines price and volume behavior across market regimes. Typical tools include moving averages, relative strength index, regressions, and price correlations.
Pax 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 Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Pax Small Cap volatility. High ATR values indicate high volatility, and low values indicate low volatility.
Pax Small Technical Analysis Overview
Technical analysis of Pax Small focuses on NAV trend behavior and volatility patterns where pricing frequency permits. Volatility compression can precede expansion in dispersion regimes. Allocation modeling is used to understand how Pax Small fits within diversified holdings.
Methodology
Unless otherwise specified, data for Pax Small Cap is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Pax (USA Stocks:PXSIX) market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions Technical and fundamental diagnostic scores are rule-based values computed from historical price and fundamental inputs.
Assumptions
We primarily rely on public fund disclosures, holdings reports, and market data feeds, including disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR. Data is normalized for analytical consistency across reporting formats. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.Research Sources
Pax Small Cap may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Pax Small Technical Indicators
A technical review of Pax Small Cap can improve timing discipline by comparing momentum, reversal risk, and confirmation signals across several time horizons. The stronger process confirms one signal with others instead of reacting to one pattern in isolation.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.01 | |||
| Market Risk Adjusted Performance | 0.01 | |||
| Mean Deviation | 0.7865 | |||
| Semi Deviation | 0.949 | |||
| Downside Deviation | 0.9981 | |||
| Coefficient Of Variation | 10239.69 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.05 | |||
| Information Ratio | 2.0E-4 | |||
| Jensen Alpha | 3.0E-4 | |||
| Total Risk Alpha | 3.0E-4 | |||
| Sortino Ratio | 2.0E-4 | |||
| Treynor Ratio | -0.000011 | |||
| Maximum Drawdown | 5.19 | |||
| Value At Risk | -1.74 | |||
| Potential Upside | 1.54 | |||
| Downside Variance | 0.9963 | |||
| Semi Variance | 0.9006 | |||
| Expected Short fall | -0.88 | |||
| Skewness | 0.2675 | |||
| Kurtosis | 0.8781 |
Pax Small March 9, 2026 Daily Trend Indicators
A technical review of Pax Small Cap can improve timing discipline by comparing momentum, reversal risk, and confirmation signals across several time horizons. The stronger process confirms one signal with others instead of reacting to one pattern in isolation.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | Huge | ||
| Rate Of Daily Change | 1.01 | ||
| Day Median Price | 18.93 | ||
| Day Typical Price | 18.93 | ||
| Price Action Indicator | 0.07 |
Additional Resources for Pax Mutual Fund Analysis
Other Information on Investing in Pax Mutual Fund
Financial ratios for Pax Small help frame valuation context across profits, cash flow, and enterprise value. They help compare Pax to other measures in a consistent way.
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