World Energy Fund Manager Performance Evaluation
| AAWEX Fund | USD 15.35 0.28 1.79% |
The entity maintains a market beta of 0.99, which attests to possible diversification benefits within a given portfolio. World Energy returns are very sensitive to returns on the market. As the market goes up or down, World Energy is expected to follow.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in World Energy Fund are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, World Energy showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 1.1500 |
World |
World Energy Relative Risk vs. Return Landscape
If you would invest 1,349 in World Energy Fund on August 28, 2024 and sell it today you would earn a total of 186.00 from holding World Energy Fund or generate 13.79% return on investment over 90 days. World Energy Fund is currently producing 0.2127% returns and takes up 1.2337% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than World, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
World Energy Current Valuation
Undervalued
Today
Please note that World Energy's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. World Energy maintains a prevalent Real Value of $15.79 per share. The last-minute price of the fund is $15.35. We determine the value of World Energy from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since World Energy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of World Mutual Fund. However, World Energy'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 15.35 | Real 15.79 | Hype 15.35 |
The intrinsic value of World Energy'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 World Energy'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.
Estimating the potential upside or downside of World Energy Fund helps investors to forecast how World 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 World Energy more accurately as focusing exclusively on World Energy's fundamentals will not take into account other important factors: World Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for World Energy's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as World Energy Fund, and traders can use it to determine the average amount a World Energy's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1724
| Best Portfolio | Best Equity | |||
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| Small Returns | AAWEX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.23 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average World Energy is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of World Energy by adding it to a well-diversified portfolio.
World Energy Fundamentals Growth
World Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of World Energy, and World Energy 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 World Mutual Fund performance.
| Price To Earning | 25.44 X | ||||
| Price To Book | 1.53 X | ||||
| Price To Sales | 1.31 X | ||||
| Total Asset | 69.05 M | ||||
About World Energy Performance
Evaluating World Energy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if World Energy 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 World Energy 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 invests at least 80 percent of its net assets in a wide range of energy-related financial instruments issued in the U.S. and markets around the world. Investments typically include a combination of common stock, bonds, exchange traded funds and exchange traded notes but may also include other asset types that are related to energy industry activities. It will invest at least 40, but may invest up to 100, of its net assets in the securities of issuers organized or having their principal place of business outside the U.S. or doing a substantial amount of business outside the U.S.Things to note about World Energy performance evaluation
Checking the ongoing alerts about World Energy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for World Energy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 92.81% of its assets under management (AUM) in equities |
- Analyzing World Energy'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 World Energy's stock is overvalued or undervalued compared to its peers.
- Examining World Energy'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 World Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of World Energy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of World Energy's mutual fund. These opinions can provide insight into World Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in World Mutual Fund
World Energy financial ratios help investors to determine whether World 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 World with respect to the benefits of owning World Energy security.
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