Utilities Portfolio Utilities Fund Technical Analysis
| FSUTX Fund | USD 133.45 1.88 1.43% |
As of the 27th of January, Utilities Portfolio has the Coefficient Of Variation of (1,785), risk adjusted performance of (0.04), and Variance of 1.09. Utilities Portfolio technical analysis provides you with a way to harness past market data to determine a pattern that measures the direction of the fund's future prices.
Utilities Portfolio Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Utilities, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to UtilitiesUtilities |
Utilities Portfolio '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 Portfolio'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 Portfolio.
| 10/29/2025 |
| 01/27/2026 |
If you would invest 0.00 in Utilities Portfolio on October 29, 2025 and sell it all today you would earn a total of 0.00 from holding Utilities Portfolio Utilities or generate 0.0% return on investment in Utilities Portfolio over 90 days. Utilities Portfolio is related to or competes with Schwab Mid, Transamerica Capital, Value Fund, Touchstone Sands, Retailing Portfolio, George Putnam, and Fidelity Select. It invests at least 80 percent of assets in securities of companies principally engaged in the utilities industry and co... More
Utilities Portfolio 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 Portfolio'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 Portfolio Utilities upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 4.93 | |||
| Value At Risk | (1.89) | |||
| Potential Upside | 1.57 |
Utilities Portfolio Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Utilities Portfolio's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Utilities Portfolio's standard deviation. In reality, there are many statistical measures that can use Utilities Portfolio historical prices to predict the future Utilities Portfolio's volatility.| Risk Adjusted Performance | (0.04) | |||
| Jensen Alpha | (0.11) | |||
| Total Risk Alpha | (0.17) | |||
| Treynor Ratio | (0.12) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Utilities Portfolio'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.
Utilities Portfolio January 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 | (0.04) | |||
| Market Risk Adjusted Performance | (0.11) | |||
| Mean Deviation | 0.7912 | |||
| Coefficient Of Variation | (1,785) | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 | |||
| Information Ratio | (0.13) | |||
| Jensen Alpha | (0.11) | |||
| Total Risk Alpha | (0.17) | |||
| Treynor Ratio | (0.12) | |||
| Maximum Drawdown | 4.93 | |||
| Value At Risk | (1.89) | |||
| Potential Upside | 1.57 | |||
| Skewness | (0.56) | |||
| Kurtosis | 0.7329 |
Utilities Portfolio Backtested Returns
Utilities Portfolio owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.056, which indicates the fund had a -0.056 % return per unit of risk over the last 3 months. Utilities Portfolio Utilities exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Utilities Portfolio's Variance of 1.09, coefficient of variation of (1,785), and Risk Adjusted Performance of (0.04) to confirm the risk estimate we provide. The entity has a beta of 0.55, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Utilities Portfolio's returns are expected to increase less than the market. However, during the bear market, the loss of holding Utilities Portfolio is expected to be smaller as well.
Auto-correlation | 0.25 |
Poor predictability
Utilities Portfolio Utilities has poor predictability. Overlapping area represents the amount of predictability between Utilities Portfolio time series from 29th of October 2025 to 13th of December 2025 and 13th of December 2025 to 27th 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 Portfolio price movement. The serial correlation of 0.25 indicates that over 25.0% of current Utilities Portfolio price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.25 | |
| Spearman Rank Test | -0.05 | |
| Residual Average | 0.0 | |
| Price Variance | 1.62 |
Utilities Portfolio technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Utilities Portfolio Technical Analysis
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Utilities Portfolio volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Utilities Portfolio Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Utilities Portfolio Utilities on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Utilities Portfolio Utilities based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Utilities Portfolio price pattern first instead of the macroeconomic environment surrounding Utilities Portfolio. By analyzing Utilities Portfolio's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Utilities Portfolio's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Utilities Portfolio specific price patterns or momentum indicators. Please read more on our technical analysis page.
Utilities Portfolio January 27, 2026 Technical Indicators
Most technical analysis of Utilities help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Utilities from various momentum indicators to cycle indicators. When you analyze Utilities charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (0.11) | |||
| Mean Deviation | 0.7912 | |||
| Coefficient Of Variation | (1,785) | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 | |||
| Information Ratio | (0.13) | |||
| Jensen Alpha | (0.11) | |||
| Total Risk Alpha | (0.17) | |||
| Treynor Ratio | (0.12) | |||
| Maximum Drawdown | 4.93 | |||
| Value At Risk | (1.89) | |||
| Potential Upside | 1.57 | |||
| Skewness | (0.56) | |||
| Kurtosis | 0.7329 |
Utilities Portfolio One Year Return
Based on the recorded statements, Utilities Portfolio Utilities has an One Year Return of 12.3208%. This is 232.1% higher than that of the Fidelity Investments family and significantly higher than that of the Utilities category. The one year return for all United States funds is notably lower than that of the firm.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.Utilities Portfolio January 27, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Utilities stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | Huge | ||
| Rate Of Daily Change | 1.01 | ||
| Day Median Price | 133.45 | ||
| Day Typical Price | 133.45 | ||
| Price Action Indicator | 0.94 |
Other Information on Investing in Utilities Mutual Fund
Utilities Portfolio 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 Portfolio security.
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges |