Energy Services Fund Manager Performance Evaluation
| RYVIX Fund | USD 296.40 13.04 4.60% |
The fund shows a Beta (market volatility) of 1.19, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Energy Services will likely underperform.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Energy Services Fund are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Energy Services showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Vanguard Funds, Others Are Issuing Capital Gains for 2025. This Is Gonna Hurt. - Barrons | 11/17/2025 |
| Expense Ratio Date | 1st of August 2025 | |
| Expense Ratio | 1.3800 |
Energy |
Energy Services Relative Risk vs. Return Landscape
If you would invest 22,985 in Energy Services Fund on November 9, 2025 and sell it today you would earn a total of 6,655 from holding Energy Services Fund or generate 28.95% return on investment over 90 days. Energy Services Fund is currently producing 0.4352% returns and takes up 1.8911% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Energy, and 92% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Energy Services Current Valuation
Undervalued
Today
Please note that Energy Services' price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Energy Services shows a prevailing Real Value of $311.03 per share. The current price of the fund is $296.4. We determine the value of Energy Services from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Energy Services is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Energy Mutual Fund. However, Energy Services' 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 296.4 | Real 311.03 | Hype 294.45 | Naive 285.37 |
The intrinsic value of Energy Services' 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 Energy Services' 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 Energy Services Fund helps investors to forecast how Energy 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 Energy Services more accurately as focusing exclusively on Energy Services' fundamentals will not take into account other important factors: Energy Services Target Price Odds to finish over Current Price
The tendency of Energy 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 Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 296.40 | 90 days | 296.40 | near 1 |
Based on a normal probability distribution, the odds of Energy Services to move above the current price in 90 days from now is near 1 (This Energy Services Fund probability density function shows the probability of Energy Mutual Fund to fall within a particular range of prices over 90 days) .
Energy Services Price Density |
| Price |
Predictive Modules for Energy Services
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Energy Services. 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.Energy Services Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Energy Services is not an exception. The market had few large corrections towards the Energy Services' 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 Energy Services Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Energy Services within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.28 | |
β | Beta against Dow Jones | 1.19 | |
σ | Overall volatility | 21.48 | |
Ir | Information ratio | 0.16 |
Energy Services 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 Energy Services for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Energy Services can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund generated-15.0 ten year return of -15.0% | |
| Energy Services maintains 99.81% of its assets in stocks |
Energy Services Fundamentals Growth
Energy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Energy Services, and Energy Services 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 Energy Mutual Fund performance.
| Price To Earning | 8.98 X | ||||
| Price To Book | 0.81 X | ||||
| Price To Sales | 0.99 X | ||||
| Total Asset | 4.32 M | ||||
About Energy Services Performance
Evaluating Energy Services' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Energy Services 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 Energy Services 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.
Under normal circumstances, the fund invests substantially all of its net assets in equity securities of Energy Services Companies that are traded in the United States and in derivatives, which primarily consist of futures contracts and options on securities, futures contracts, and stock indices. It may invest to a significant extent in the securities of Energy Services Companies that have small to mid-sized capitalizations. The fund also may purchase American Depositary Receipts to gain exposure to foreign Energy Services Companies and U.S. government securities. It is non-diversified.Things to note about Energy Services performance evaluation
Checking the ongoing alerts about Energy Services for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Energy Services help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated-15.0 ten year return of -15.0% | |
| Energy Services maintains 99.81% of its assets in stocks |
- Analyzing Energy Services' 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 Energy Services' stock is overvalued or undervalued compared to its peers.
- Examining Energy Services' 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 Energy Services' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Energy Services' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Energy Services' mutual fund. These opinions can provide insight into Energy Services' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Energy Mutual Fund
Energy Services 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 Services security.
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