World Energy Financials
| ACWEX Fund | USD 14.57 0.10 0.68% |
World |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
World Energy Fund Summary
World Energy competes with Calamos Dynamic, Virtus Convertible, Fidelity Sai, Lord Abbett, and Putnam Convertible. 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.Specialization | Equity Energy, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Cavanal Hill Funds |
| Mutual Fund Family | Cavanal Hill funds |
| Mutual Fund Category | Equity Energy |
| Benchmark | Dow Jones Industrial |
| Phone | 800 762 7085 |
| Currency | USD - US Dollar |
World Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining World Energy's current stock value. Our valuation model uses many indicators to compare World Energy value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across World Energy competition to find correlations between indicators driving World Energy's intrinsic value. More Info.World Energy Fund is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.06 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for World Energy Fund is roughly 17.55 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the World Energy's earnings, one of the primary drivers of an investment's value.World Energy Systematic Risk
World Energy's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. World Energy volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on World Energy correlated with the market. If Beta is less than 0 World Energy generally moves in the opposite direction as compared to the market. If World Energy Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one World Energy is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of World Energy is generally in the same direction as the market. If Beta > 1 World Energy moves generally in the same direction as, but more than the movement of the benchmark.
World Energy December 15, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of World Energy help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of World Energy Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of World Energy Fund based on widely used predictive technical indicators. In general, we focus on analyzing World Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build World Energy's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.02 | |||
| Information Ratio | 0.0945 | |||
| Maximum Drawdown | 5.79 | |||
| Value At Risk | (1.61) | |||
| Potential Upside | 1.93 |
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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