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$55.52
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
- Normal
- Vs trend
- Near trend
US Equities asset-class score
0.0
Balanced
Financials are sideways and were the only advancer in the class on 16 October. Their strongest related force is the profit beats from BNY Mellon and Marsh McLennan, which support the financial sector.
Full evidence →Valuation Lens
—Unavailable
- Median fair value
- —market = 100
- 1y modeled return
- —
Financials benefit from a positively sloped curve; not modeled separately.
Full distribution →Risk profile
- Annualised volatility
- 18.3%
- Max drawdown
- -25.8%
- 5y return (CAGR)
- 8.9%
SatellitePortfolio eligible
Realized statistics from five years of monthly total returns. Historical risk is context, not a forecast.
Technical
Supporting and opposing conditions
Supportive
- Only advancer in the class
- Positive five-day change of 1.44%
Opposing
- None recorded.