Energy Fund Class Fund Market Value
| RYECX Fund | USD 228.77 3.49 1.55% |
| Symbol | Energy |
Energy Fund 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Energy Fund's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Energy Fund.
| 11/17/2025 |
| 02/15/2026 |
If you would invest 0.00 in Energy Fund on November 17, 2025 and sell it all today you would earn a total of 0.00 from holding Energy Fund Class or generate 0.0% return on investment in Energy Fund over 90 days. Energy Fund is related to or competes with Basic Materials, Basic Materials, Banking Fund, Basic Materials, Sp Midcap, Basic Materials, and Biotechnology Fund. Under normal circumstances, the fund invests substantially all of its net assets in equity securities of Energy Companie... More
Energy Fund Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Energy Fund's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Energy Fund Class upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.24 | |||
| Information Ratio | 0.1376 | |||
| Maximum Drawdown | 5.2 | |||
| Value At Risk | (1.90) | |||
| Potential Upside | 2.68 |
Energy Fund Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Energy Fund's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Energy Fund's standard deviation. In reality, there are many statistical measures that can use Energy Fund historical prices to predict the future Energy Fund's volatility.| Risk Adjusted Performance | 0.1575 | |||
| Jensen Alpha | 0.2097 | |||
| Total Risk Alpha | 0.1439 | |||
| Sortino Ratio | 0.1475 | |||
| Treynor Ratio | 0.4448 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Energy Fund's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Energy Fund February 15, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1575 | |||
| Market Risk Adjusted Performance | 0.4548 | |||
| Mean Deviation | 1.08 | |||
| Semi Deviation | 1.06 | |||
| Downside Deviation | 1.24 | |||
| Coefficient Of Variation | 525.48 | |||
| Standard Deviation | 1.33 | |||
| Variance | 1.76 | |||
| Information Ratio | 0.1376 | |||
| Jensen Alpha | 0.2097 | |||
| Total Risk Alpha | 0.1439 | |||
| Sortino Ratio | 0.1475 | |||
| Treynor Ratio | 0.4448 | |||
| Maximum Drawdown | 5.2 | |||
| Value At Risk | (1.90) | |||
| Potential Upside | 2.68 | |||
| Downside Variance | 1.53 | |||
| Semi Variance | 1.12 | |||
| Expected Short fall | (1.23) | |||
| Skewness | (0) | |||
| Kurtosis | (0.34) |
Energy Fund Class Backtested Returns
Energy Fund appears to be very steady, given 3 months investment horizon. Energy Fund Class secures Sharpe Ratio (or Efficiency) of 0.2, which denotes the fund had a 0.2 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Energy Fund Class, which you can use to evaluate the volatility of the entity. Please utilize Energy Fund's Coefficient Of Variation of 525.48, mean deviation of 1.08, and Downside Deviation of 1.24 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.55, which means possible diversification benefits within a given portfolio. As returns on the market increase, Energy Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Energy Fund is expected to be smaller as well.
Auto-correlation | -0.22 |
Weak reverse predictability
Energy Fund Class has weak reverse predictability. Overlapping area represents the amount of predictability between Energy Fund time series from 17th of November 2025 to 1st of January 2026 and 1st of January 2026 to 15th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Energy Fund Class price movement. The serial correlation of -0.22 indicates that over 22.0% of current Energy Fund price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.22 | |
| Spearman Rank Test | -0.33 | |
| Residual Average | 0.0 | |
| Price Variance | 126.12 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Energy Mutual Fund
Energy Fund 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 Fund security.
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