Last close
$270.44
Both lenses score −3 to +3, in different senses: on Market Lens, +3 is strongly supportive conditions; on Valuation Lens, +3 is very cheap against modeled fair value.
Market Lens
- Trend
- Downtrend
- Volatility
- Normal
- Vs trend
- Oversold
US Equities asset-class score
0.0
Balanced
Small caps are in an oversold downtrend below both averages and fell on 16 October. Their strongest related force is hotter consumer inflation, which tightens financing for floating-rate borrowers, with higher fuel costs adding pressure.
Full evidence →Valuation Lens
—Unavailable
- Median fair value
- —market = 100
- 1y modeled return
- —
Small caps carry more floating-rate debt and are sensitive to 5% yields; not modeled separately.
Full distribution →Risk profile
- Annualised volatility
- 22.3%
- Max drawdown
- -31.9%
- 5y return (CAGR)
- 5.0%
SatellitePortfolio eligible
Realized statistics from five years of monthly total returns. Historical risk is context, not a forecast.
Technical
Supporting and opposing conditions
Supportive
- None recorded.
Opposing
- Below both moving averages
- Five-day change of -3.05%