Utilities Fund's market value is the price at which a share of Utilities Fund trades on a public exchange. It measures the collective expectations of Utilities Fund Investor investors about its performance. Utilities Fund is trading at 66.93 as of the 29th of January 2026; that is 0.18 percent down since the beginning of the trading day. The fund's open price was 67.05. With this module, you can estimate the performance of a buy and hold strategy of Utilities Fund Investor and determine expected loss or profit from investing in Utilities Fund over a given investment horizon. Check out Utilities Fund Correlation, Utilities Fund Volatility and Utilities Fund Alpha and Beta module to complement your research on Utilities Fund.
It's important to distinguish between Utilities Fund's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Utilities Fund should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. However, Utilities Fund's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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.
0.00
10/31/2025
No Change 0.00
0.0
In 3 months and 1 day
01/29/2026
0.00
If you would invest 0.00 in Utilities Fund on October 31, 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 Cullen Value, Basic Materials, Basic Materials, Mundoval Fund, Basic Materials, Applied Finance, and Tanaka Growth. 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.
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.
Utilities Fund Investor owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.0125, which indicates the fund had a -0.0125 % return per unit of risk over the last 3 months. Utilities Fund Investor exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Utilities Fund's Risk Adjusted Performance of (0.03), variance of 0.6363, and Coefficient Of Variation of (2,805) to confirm the risk estimate we provide. The entity has a beta of 0.32, which indicates possible diversification benefits within a given portfolio. 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
-0.53
Good reverse predictability
Utilities Fund Investor has good reverse predictability. Overlapping area represents the amount of predictability between Utilities Fund time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 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 -0.53 indicates that about 53.0% of current Utilities Fund price fluctuation can be explain by its past prices.
Correlation Coefficient
-0.53
Spearman Rank Test
-0.42
Residual Average
0.0
Price Variance
0.47
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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.