Energy Fund Investor Fund Market Value

RYEIX Fund  USD 245.11  6.95  2.92%   
Energy Fund's market value is the price at which a share of Energy Fund trades on a public exchange. It measures the collective expectations of Energy Fund Investor investors about its performance. Energy Fund is trading at 245.11 as of the 16th of March 2025; that is 2.92 percent up since the beginning of the trading day. The fund's open price was 238.16.
With this module, you can estimate the performance of a buy and hold strategy of Energy Fund Investor and determine expected loss or profit from investing in Energy Fund over a given investment horizon. Check out Energy Fund Correlation, Energy Fund Volatility and Energy Fund Alpha and Beta module to complement your research on Energy Fund.
Symbol

Please note, there is a significant difference between Energy Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine if Energy Fund is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Energy Fund's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Energy Fund '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 Energy Fund'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 Energy Fund.
0.00
12/16/2024
No Change 0.00  0.0 
In 2 months and 31 days
03/16/2025
0.00
If you would invest  0.00  in Energy Fund on December 16, 2024 and sell it all today you would earn a total of 0.00 from holding Energy Fund Investor or generate 0.0% return on investment in Energy Fund over 90 days. Energy Fund is related to or competes with Energy Services, Basic Materials, Health Care, Precious Metals, and Financial Services. Under normal circumstances, the fund invests substantially all of its net assets in equity securities of Energy Companie... More

Energy Fund 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 Energy Fund'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 Energy Fund Investor upside and downside potential and time the market with a certain degree of confidence.

Energy Fund Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Energy Fund's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Energy Fund's standard deviation. In reality, there are many statistical measures that can use Energy Fund historical prices to predict the future Energy Fund's volatility.
Hype
Prediction
LowEstimatedHigh
243.78245.11246.44
Details
Intrinsic
Valuation
LowRealHigh
220.60247.20248.53
Details
Naive
Forecast
LowNextHigh
238.19239.51240.84
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
230.90250.22269.55
Details

Energy Fund Investor Backtested Returns

Energy Fund Investor secures Sharpe Ratio (or Efficiency) of -0.0196, which denotes the fund had a -0.0196 % return per unit of risk over the last 3 months. Energy Fund Investor exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Energy Fund's Standard Deviation of 1.32, variance of 1.75, and Mean Deviation of 1.01 to check the risk estimate we provide. The fund shows a Beta (market volatility) of 0.58, which means possible diversification benefits within a given portfolio. As returns on the market increase, Energy Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Energy Fund is expected to be smaller as well.

Auto-correlation

    
  -0.63  

Very good reverse predictability

Energy Fund Investor has very good reverse predictability. Overlapping area represents the amount of predictability between Energy Fund time series from 16th of December 2024 to 30th of January 2025 and 30th of January 2025 to 16th of March 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Energy Fund Investor price movement. The serial correlation of -0.63 indicates that roughly 63.0% of current Energy Fund price fluctuation can be explain by its past prices.
Correlation Coefficient-0.63
Spearman Rank Test-0.79
Residual Average0.0
Price Variance76.21

Energy Fund Investor lagged returns against current returns

Autocorrelation, which is Energy Fund mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Energy Fund's mutual fund expected returns. We can calculate the autocorrelation of Energy Fund returns to help us make a trade decision. For example, suppose you find that Energy Fund has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Energy Fund regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Energy Fund mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Energy Fund mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Energy Fund mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Energy Fund Lagged Returns

When evaluating Energy Fund's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Energy Fund mutual fund have on its future price. Energy Fund autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Energy Fund autocorrelation shows the relationship between Energy Fund mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Energy Fund Investor.
   Regressed Prices   
       Timeline  

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Other Information on Investing in Energy Mutual Fund

Energy Fund 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 Fund security.
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