Energy Service Portfolio Manager Performance
The fund shows a Beta (market volatility) of 0.0, which means not very significant fluctuations relative to the market. the returns on MARKET and Energy Service are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Energy Service Portfolio has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Energy Service is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 15.23 | |
| Fifty Two Week High | 23.68 | |
| Annual Report Expense Ratio | 0.91% |
Energy |
Energy Service Relative Risk vs. Return Landscape
If you would invest (100.00) in Energy Service Portfolio on December 17, 2024 and sell it today you would earn a total of 100.00 from holding Energy Service Portfolio or generate -100.0% return on investment over 90 days. Energy Service Portfolio is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Energy, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Energy Service Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Energy Service's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Energy Service Portfolio, and traders can use it to determine the average amount a Energy Service'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 = 0.0
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| FSESX |
Based on monthly moving average Energy Service is not performing at its full potential. However, 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 Energy Service by adding Energy Service to a well-diversified portfolio.
Energy Service Fundamentals Growth
Energy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Energy Service, and Energy Service 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 | 30.81 X | |||
| Price To Book | 1.10 X | |||
| Price To Sales | 0.94 X | |||
| Total Asset | 264.25 M | |||
Things to note about Energy Service Portfolio performance evaluation
Checking the ongoing alerts about Energy Service for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Energy Service Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Energy Service is not yet fully synchronised with the market data | |
| Energy Service has some characteristics of a very speculative penny stock | |
| Energy Service has a very high chance of going through financial distress in the upcoming years | |
| This fund generated-12.0 ten year return of -12.0% | |
| Energy Service retains 99.48% of its assets under management (AUM) in equities |
- Analyzing Energy Service'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 Energy Service's stock is overvalued or undervalued compared to its peers.
- Examining Energy Service'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 Energy Service's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Energy Service's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Energy Service's mutual fund. These opinions can provide insight into Energy Service's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
Other Consideration for investing in Energy Mutual Fund
If you are still planning to invest in Energy Service Portfolio check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Energy Service's history and understand the potential risks before investing.
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