Volumetric Fund Volumetric Fund Manager Performance Evaluation

VOLMX Fund  USD 24.21  0.13  0.54%   
The entity has a beta of 0.78, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Volumetric Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Volumetric Fund is expected to be smaller as well.

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Volumetric Fund Volumetric are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Volumetric Fund may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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Volumetric Fund Relative Risk vs. Return Landscape

If you would invest  2,284  in Volumetric Fund Volumetric on November 21, 2025 and sell it today you would earn a total of  137.00  from holding Volumetric Fund Volumetric or generate 6.0% return on investment over 90 days. Volumetric Fund Volumetric is currently producing 0.1014% returns and takes up 0.7281% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Volumetric, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Volumetric Fund is expected to generate 1.22 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.03 times less risky than the market. It trades about 0.14 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.17 of returns per unit of risk over similar time horizon.

Volumetric Fund Current Valuation

Fairly Valued
Today
24.21
Please note that Volumetric Fund's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Volumetric Fund Volu has a current Real Value of $23.9 per share. The regular price of the fund is $24.21. We determine the value of Volumetric Fund Volu from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Volumetric Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Volumetric Mutual Fund. However, Volumetric Fund's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  24.21 Real  23.9 Hype  23.02 Naive  24.42
The intrinsic value of Volumetric Fund's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Volumetric Fund's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
23.90
Real Value
24.63
Upside
Estimating the potential upside or downside of Volumetric Fund Volumetric helps investors to forecast how Volumetric mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Volumetric Fund more accurately as focusing exclusively on Volumetric Fund's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
20.0124.2728.53
Details
Hype
Prediction
LowEstimatedHigh
22.2923.0226.63
Details
Naive
Forecast
LowNext ValueHigh
23.6924.4225.15
Details
Below is the normalized historical share price chart for Volumetric Fund Volumetric extending back to September 05, 1990. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Volumetric Fund stands at 24.21, as last reported on the 19th of February, with the highest price reaching 24.21 and the lowest price hitting 24.21 during the day.
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Volumetric Fund Target Price Odds to finish over Current Price

The tendency of Volumetric Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 24.21 90 days 24.21 
about 20.51
Based on a normal probability distribution, the odds of Volumetric Fund to move above the current price in 90 days from now is about 20.51 (This Volumetric Fund Volumetric probability density function shows the probability of Volumetric Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Volumetric Fund has a beta of 0.78. This entails as returns on the market go up, Volumetric Fund average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Volumetric Fund Volumetric will be expected to be much smaller as well. Additionally Volumetric Fund Volumetric has an alpha of 0.0165, implying that it can generate a 0.0165 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Volumetric Fund Price Density   
       Price  

Predictive Modules for Volumetric Fund

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Volumetric Fund Volu. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
22.2923.0226.63
Details
Intrinsic
Valuation
LowRealHigh
23.1723.9024.63
Details
Naive
Forecast
LowNextHigh
23.6924.4225.15
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
20.0124.2728.53
Details

Volumetric Fund Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Volumetric Fund is not an exception. The market had few large corrections towards the Volumetric Fund's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Volumetric Fund Volumetric, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Volumetric Fund within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.02
β
Beta against Dow Jones0.78
σ
Overall volatility
0.51
Ir
Information ratio 0.01

Volumetric Fund Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Volumetric Fund for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Volumetric Fund Volu can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Latest headline from news.google.com: 3 Top-Ranked Small-Cap Value Mutual Funds Worth Betting On - Nasdaq
The fund keeps about 14.7% of its net assets in cash

Volumetric Fund Fundamentals Growth

Volumetric Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Volumetric Fund, and Volumetric Fund fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Volumetric Mutual Fund performance.

About Volumetric Fund Performance

Evaluating Volumetric Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Volumetric Fund has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Volumetric Fund has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objective by investing primarily in a broadly diversified portfolio of large and mid-cap domestic stocks with annual revenues, at the time of purchase, over 3 billion. The manager generally maintains a portfolio containing a blend of value and growth stocks. The fund invests primarily in issuers listed on the New York Stock Exchange, and to a lesser extent, in common stocks of issuers listed on NASDAQ and other exchanges. It may also invest up to 15 percent of its net assets, in ETFs that track the SP 500 Total Return Index.

Things to note about Volumetric Fund Volu performance evaluation

Checking the ongoing alerts about Volumetric Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Volumetric Fund Volu help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Latest headline from news.google.com: 3 Top-Ranked Small-Cap Value Mutual Funds Worth Betting On - Nasdaq
The fund keeps about 14.7% of its net assets in cash
Evaluating Volumetric Fund's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Volumetric Fund's mutual fund performance include:
  • Analyzing Volumetric Fund's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Volumetric Fund's stock is overvalued or undervalued compared to its peers.
  • Examining Volumetric Fund's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Volumetric Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Volumetric Fund's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Volumetric Fund's mutual fund. These opinions can provide insight into Volumetric Fund's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Volumetric Fund's mutual fund performance is not an exact science, and many factors can impact Volumetric Fund's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Volumetric Mutual Fund

Volumetric Fund financial ratios help investors to determine whether Volumetric 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 Volumetric with respect to the benefits of owning Volumetric Fund security.
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