Energy Services Competition

Mutual Funds . USA . 
Fund . Energy Services Fund
RYVIX Fund  USD 244.86  0.91  0.37%   
Energy Services competes with HUMANA, Barloworld, Morningstar Unconstrained, Thrivent High, and High-yield Municipal; as well as few others. The fund is listed under Equity Energy category and is part of Rydex Funds family. The entity is thematically classified as Energy Funds. Analyzing Energy Services competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Energy Services to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Energy Services Correlation with its peers.
For more information on how to buy ENERGY Mutual Fund please use our How to Invest in Energy Services guide.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Energy Services competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
242.86244.86246.86
Details
Intrinsic
Valuation
LowRealHigh
240.20242.20269.35
Details
Naive
Forecast
LowNextHigh
234.30236.30238.31
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
234.47242.42250.37
Details

Energy Services Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Energy Services and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of ENERGY and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Energy Services does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
LBHIX
+ 0.67
MSTSX
ABHYX
+ 0.51
LBHIX
SCAXF
+ 0.41
444859BR2
ABHYX
+ 0.34
MSTSX
BRRAY
+ 0.22
444859BR2
VIASP
+ 0.22
LBHIX
  
High negative correlations   
VIASP
- 0.8
SCAXF
LBHIX
- 0.54
444859BR2
MSTSX
- 0.53
444859BR2
MSTSX
- 0.45
BRRAY
VIASP
- 0.41
444859BR2
ABHYX
- 0.4
BRRAY

Risk-Adjusted Indicators

There is a big difference between ENERGY Mutual Fund performing well and Energy Services Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Energy Services' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
All Fundamental Data

Energy Services Competitive Analysis

The better you understand Energy Services competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Energy Services' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Energy Services' competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
RYVIX 444859BR2 AQUI BRRAY MSTSX LBHIX ABHYX SCAXF VIASP
 0.37 
 244.86 
ENERGY
 1.70 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 0.08 
 11.87 
Morningstar
 0.24 
 4.26 
Thrivent
 0.33 
 8.99 
High-yield
 0.00 
 0.01 
Sparta
 0.77 
 22.22 
Via
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Out of control
Very steady
Market Performance
(90 Days Performance)
Very Weak
Very Weak
Very Weak
Very Weak
Modest
Good
Modest
Very Weak
Modest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Below Average
Average
Low
Low
Low
Low
Low
Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Over Valued
Under Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Strong Sell
Strong Sell
Hold
Strong Hold
Strong Sell
Cautious Hold
Strong Sell
Strong Sell
Current Ratio
N/A
N/A
N/A
1.49
N/A
N/A
N/A
0.62
3.49
Net Asset
34.66 M
N/A
3.19 K
54.41 B
116.1 M
674.44 M
672.37 M
3.06 M
355.28 M
Profit Margin
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
0.0094
EBITDA
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
33.09 M
Price To Book
0.81
N/A
N/A
0.99
N/A
1.58
N/A
34.42
N/A
Current Valuation
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
535.95 M
Operating Margin
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
-0.14
Five Year Return
5.39
N/A
N/A
3.98
8.6
3.46
1.69
N/A
8.97
Retained Earnings
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
N/A
One Year Return
3.17
N/A
N/A
N/A
19.87
11.94
11.13
N/A
N/A
Beta
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.75
1.16
Cash Position Weight
0.33
N/A
N/A
N/A
14.28
6.56
0.1
N/A
N/A
Equity Positions Weight
99.81
N/A
N/A
N/A
61.63
0.07
N/A
N/A
N/A
Number Of Employees
1
N/A
7
36
1
1
1
8
169
Shares Outstanding
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
N/A
Three Year Return
13.71
N/A
N/A
N/A
7.0
3.06
-0.63
N/A
N/A
Cash Flow From Operations
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
12.7 M
Annual Yield
N/A
N/A
N/A
0.0543
0.021
0.0617
0.0041
N/A
0.0972
Total Debt
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
135 M
Return On Equity
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
0.017
Bond Positions Weight
N/A
N/A
N/A
N/A
22.72
92.23
2.0
N/A
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
1.0
Holdings Turnover
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
-0.11
Book Value Per Share
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
3.66
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
Current Liabilities
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
N/A
Total Asset
31.57 M
N/A
3.19 K
54.41 B
215.11 M
347.66 M
243.16 M
3.06 M
355.28 M
Last Dividend Paid
1.84
N/A
N/A
4.6
N/A
0.02
0.03
N/A
0.73
Debt To Equity
N/A
N/A
N/A
0.68
N/A
N/A
N/A
101.0
0.69
Target Price
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
Market Capitalization
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
7.72 M
N/A
Price To Earning
8.98
N/A
-0.22
9.18
N/A
35.48
N/A
19.55
26.83
Price To Sales
0.99
N/A
N/A
0.0285
N/A
1.23
N/A
0.63
N/A
Net Income
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
5.2 M
Earnings Per Share
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
1.17
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
N/A
Year To Date Return
1.4
N/A
N/A
N/A
13.69
7.32
6.09
N/A
N/A
Revenue
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
393.49 M
Ten Year Return
-14.79
N/A
N/A
N/A
N/A
6.0
4.84
N/A
N/A
Working Capital
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
51.31 M
Cash Per Share
N/A
N/A
N/A
25.52
N/A
N/A
N/A
N/A
3.23
Gross Profit
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
74.67 M
Day Typical Price
244.86
80.35
0.006
4.23
11.87
4.26
8.99
0.015
22.21
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
174.08
Daily Balance Of Power
9.2 T
(9,223,372,036,855)
0.0
0.0
(9,223,372,036,855)
9.2 T
9.2 T
0.0
0.4474
Period Momentum Indicator
0.91
(1.39)
N/A
N/A
(0.01)
0.01
0.03
N/A
0.17
Rate Of Daily Change
1.0
0.98
1.0
1.0
1.0
1.0
1.0
1.0
1.01
Day Median Price
244.86
80.35
0.006
4.23
11.87
4.26
8.99
0.015
22.2
Price Action Indicator
0.46
(0.70)
N/A
N/A
(0.01)
0.005
0.015
N/A
0.1
Relative Strength Index
57.2
40.36
N/A
50.49
45.52
61.27
51.23
N/A
64.56
Coefficient Of Variation
(17,811)
(6,785)
N/A
25169.77
1342.2
679.17
1516.45
(812.40)
1440.84
Mean Deviation
1.42
1.35
N/A
1.27
0.4908
0.1113
0.1719
0.7004
0.7442
Jensen Alpha
(0.20)
(0.09)
N/A
(0.13)
(0.04)
0.0105
0.0032
(0.41)
0.0748
Total Risk Alpha
(0.33)
(0.46)
N/A
(0.65)
(0.06)
(0.01)
(0.04)
(0.82)
(0.11)
Sortino Ratio
N/A
N/A
N/A
N/A
(0.13)
(0.42)
(0.24)
N/A
(0.04)
Downside Variance
N/A
N/A
N/A
N/A
0.4354
0.0617
0.2181
N/A
1.66
Standard Deviation
1.99
2.61
N/A
4.2
0.6349
0.1719
0.2892
2.89
1.16
Kurtosis
5.59
5.52
N/A
11.15
(0.03)
3.42
8.37
66.0
5.33
Potential Upside
2.63
5.93
N/A
N/A
1.21
0.2375
0.3382
N/A
2.28
Treynor Ratio
(0.01)
(0.14)
N/A
0.0057
0.06
0.3847
0.1851
(0.98)
(2.04)
Maximum Drawdown
10.74
16.62
N/A
34.02
2.8
0.9552
1.91
23.47
7.18
Variance
3.96
6.84
N/A
17.65
0.4031
0.0296
0.0836
8.35
1.35
Market Risk Adjusted Performance
(0)
(0.13)
N/A
0.0157
0.07
0.3947
0.1951
(0.97)
(2.03)
Risk Adjusted Performance
0.0019
(0)
N/A
0.0112
0.0549
0.0781
0.034
(0.09)
0.0565
Skewness
1.18
0.909
N/A
0.4951
0.0725
1.11
(1.70)
(8.12)
(0.87)
Semi Deviation
N/A
N/A
N/A
N/A
0.5156
0.0
0.2536
N/A
1.13
Information Ratio
(0.07)
(0.06)
N/A
(0.03)
(0.13)
(0.61)
(0.39)
(0.17)
(0.04)
Value At Risk
(3.08)
(5.79)
N/A
(2.98)
(1.02)
(0.24)
(0.33)
N/A
(1.20)
Expected Short fall
N/A
N/A
N/A
N/A
(0.61)
(0.29)
(0.24)
N/A
(0.80)
Downside Deviation
N/A
N/A
N/A
N/A
0.6599
0.2483
0.467
N/A
1.29
Semi Variance
N/A
N/A
N/A
N/A
0.2658
(0.01)
0.0643
N/A
1.27

Energy Services Competition Performance Charts

Five steps to successful analysis of Energy Services Competition

Energy Services' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Energy Services in relation to its competition. Energy Services' competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Energy Services in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Energy Services' competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Energy Services, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Energy Services position

In addition to having Energy Services in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

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Other Information on Investing in ENERGY Mutual Fund

Energy Services financial ratios help investors to determine whether ENERGY Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in ENERGY with respect to the benefits of owning Energy Services security.
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