Energy Basic Financials
| SEPCX Fund | USD 10.41 0.05 0.48% |
ENERGY |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Energy Basic Fund Summary
Energy Basic competes with Alpine High, Artisan High, Guggenheim High, Calvert High, and Msift High. The fund will normally invest at least 80 percent of its total assets in equity securities issued by U.S. and foreign Energy and Basic Materials Companies, regardless of their stock market value . It utilizes the Standard Poors classification system for purposes of determining whether a company is an Energy or Basic Materials Company. Standard Poors maintains a proprietary classification system similar to the North American Industry Classification System, which classifies companies according to industry sectors and groups.Specialization | Natural Resources, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Saratoga Advantage Trust |
| Mutual Fund Family | Saratoga |
| Mutual Fund Category | Natural Resources |
| Benchmark | Dow Jones Industrial |
| Phone | 800 807 3863 |
| Currency | USD - US Dollar |
Energy Basic Key Financial Ratios
ENERGY Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Energy Basic's current stock value. Our valuation model uses many indicators to compare Energy Basic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Energy Basic competition to find correlations between indicators driving Energy Basic's intrinsic value. More Info.Energy Basic Materials is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Energy Basic Materials is roughly 14.82 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Energy Basic's earnings, one of the primary drivers of an investment's value.Energy Basic Materials Systematic Risk
Energy Basic's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Energy Basic volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Energy Basic Materials correlated with the market. If Beta is less than 0 Energy Basic generally moves in the opposite direction as compared to the market. If Energy Basic Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Energy Basic Materials is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Energy Basic is generally in the same direction as the market. If Beta > 1 Energy Basic moves generally in the same direction as, but more than the movement of the benchmark.
Energy Basic Thematic Clasifications
Energy Basic Materials is part of Energy Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in energy sector, natural resources, and Ecology. Funds or Etfs investing in energy sector, natural resources, and ecology
This theme covers Funds investing in energy sector, natural resources, and Ecology. Funds or Etfs investing in energy sector, natural resources, and ecology. Get More Thematic Ideas
Energy Basic Materials is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Natural Resources category is currently estimated at about 10.46 Billion. Energy Basic adds roughly 1.32 Million in net asset claiming only tiny portion of funds under Natural Resources category.| Energy Funds | View |
Energy Basic December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Energy Basic help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Energy Basic Materials. We use our internally-developed statistical techniques to arrive at the intrinsic value of Energy Basic Materials based on widely used predictive technical indicators. In general, we focus on analyzing ENERGY Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Energy Basic's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.22 | |||
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 4.03 | |||
| Value At Risk | (1.70) | |||
| Potential Upside | 1.35 |
Other Information on Investing in ENERGY Mutual Fund
Energy Basic 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 Basic security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |