Last close
$214.09
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
- Sideways
- Volatility
- Low
- Vs trend
- Near trend
US Equities asset-class score
0.0
Balanced
The equal-weight index is sideways with low volatility and slipped on 16 October while holding a small five-day gain. Its strongest related force is September's retail sales gain, which supports its domestic consumer and cyclical exposure.
Full evidence →Valuation Lens
—Unavailable
- Median fair value
- —market = 100
- 1y modeled return
- —
Equal-weight S&P 500, typically on a lower multiple than the cap-weighted index; not modeled separately.
Full distribution →Risk profile
- Annualised volatility
- 16.1%
- Max drawdown
- -21.4%
- 5y return (CAGR)
- 8.4%
CorePortfolio eligible
Realized statistics from five years of monthly total returns. Historical risk is context, not a forecast.
Technical
Supporting and opposing conditions
Supportive
- Positive five-day change of 0.49%
Opposing
- No established trend