Utilities Fund Investor Fund Market Value
| RYUIX Fund | USD 71.94 0.13 0.18% |
| Symbol | Utilities |
Utilities 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 Utilities 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 Utilities Fund.
| 11/29/2025 |
| 02/27/2026 |
If you would invest 0.00 in Utilities Fund on November 29, 2025 and sell it all today you would earn a total of 0.00 from holding Utilities Fund Investor or generate 0.0% return on investment in Utilities Fund over 90 days. Utilities 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 Utilities Compa... More
Utilities 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 Utilities 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 Utilities Fund Investor upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9629 | |||
| Information Ratio | (0) | |||
| Maximum Drawdown | 4.26 | |||
| Value At Risk | (1.36) | |||
| Potential Upside | 1.45 |
Utilities Fund Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Utilities Fund's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Utilities Fund's standard deviation. In reality, there are many statistical measures that can use Utilities Fund historical prices to predict the future Utilities Fund's volatility.| Risk Adjusted Performance | 0.1028 | |||
| Jensen Alpha | 0.0971 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 0.941 |
Utilities Fund February 27, 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 | 0.1028 | |||
| Market Risk Adjusted Performance | 0.951 | |||
| Mean Deviation | 0.6798 | |||
| Semi Deviation | 0.8268 | |||
| Downside Deviation | 0.9629 | |||
| Coefficient Of Variation | 751.98 | |||
| Standard Deviation | 0.9045 | |||
| Variance | 0.8182 | |||
| Information Ratio | (0) | |||
| Jensen Alpha | 0.0971 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 0.941 | |||
| Maximum Drawdown | 4.26 | |||
| Value At Risk | (1.36) | |||
| Potential Upside | 1.45 | |||
| Downside Variance | 0.9272 | |||
| Semi Variance | 0.6836 | |||
| Expected Short fall | (0.76) | |||
| Skewness | (0.59) | |||
| Kurtosis | 1.84 |
Utilities Fund Investor Backtested Returns
At this stage we consider Utilities Mutual Fund to be very steady. Utilities Fund Investor owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.089, which indicates the fund had a 0.089 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Utilities Fund Investor, which you can use to evaluate the volatility of the fund. Please validate Utilities Fund's Semi Deviation of 0.8268, coefficient of variation of 751.98, and Risk Adjusted Performance of 0.1028 to confirm if the risk estimate we provide is consistent with the expected return of 0.0825%. The entity has a beta of 0.12, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Utilities Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Utilities Fund is expected to be smaller as well.
Auto-correlation | -0.13 |
Insignificant reverse predictability
Utilities Fund Investor has insignificant reverse predictability. Overlapping area represents the amount of predictability between Utilities Fund time series from 29th of November 2025 to 13th of January 2026 and 13th of January 2026 to 27th 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 Utilities Fund Investor price movement. The serial correlation of -0.13 indicates that less than 13.0% of current Utilities Fund price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.13 | |
| Spearman Rank Test | -0.34 | |
| Residual Average | 0.0 | |
| Price Variance | 4.13 |
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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 Utilities Mutual Fund
Utilities Fund financial ratios help investors to determine whether Utilities 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 Utilities with respect to the benefits of owning Utilities Fund security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |