World Precious Financials
| UNWPX Fund | USD 1.52 0.01 0.66% |
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 Precious Fund Summary
World Precious competes with Near-term Tax, Gold, and Us Global. Under normal market conditions, the fund will invest at least 80 percent of its net assets in equity and equity-related securities of companies principally engaged in the exploration for, or mining and processing of, precious stones and minerals, including but not limited to, gold, silver, platinum group, palladium, rare earth minerals, and diamonds. The fund also may purchase call and put options, and enter into covered option writing transactions. In addition, the fund may invest up to 15 percent of its net assets in illiquid securities. It is non-diversified.Specialization | Equity Precious Metals, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US9114768024 |
| Business Address | US Global Investors |
| Mutual Fund Family | U.S. Global Investors |
| Mutual Fund Category | Equity Precious Metals |
| Benchmark | Dow Jones Industrial |
| Phone | 800 873 8637 |
| Currency | USD - US Dollar |
World Precious Key Financial Ratios
World Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining World Precious's current stock value. Our valuation model uses many indicators to compare World Precious value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across World Precious competition to find correlations between indicators driving World Precious's intrinsic value. More Info.World Precious Minerals is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for World Precious Minerals is roughly 8.58 . 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 Precious' earnings, one of the primary drivers of an investment's value.World Precious Minerals Systematic Risk
World Precious' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. World Precious 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 Precious Minerals correlated with the market. If Beta is less than 0 World Precious generally moves in the opposite direction as compared to the market. If World Precious Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one World Precious Minerals is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of World Precious is generally in the same direction as the market. If Beta > 1 World Precious moves generally in the same direction as, but more than the movement of the benchmark.
World Precious December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of World Precious help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of World Precious Minerals. We use our internally-developed statistical techniques to arrive at the intrinsic value of World Precious Minerals 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 Precious's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.71 | |||
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 9.62 | |||
| Value At Risk | (2.63) | |||
| Potential Upside | 2.55 |
Other Information on Investing in World Mutual Fund
World Precious 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 Precious security.
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