UTILITIES PORTFOLIO Value At Risk

FSUTX Fund  USD 142.74  -0.75  -0.52%   
This dataset for Utilities Portfolio Utilities reflects inputs used in the Value At Risk calculation. Values are derived from historical price and volume observations. Data coverage may vary across sources and reporting intervals. This dataset is part of a broader indicator framework including Equity Screeners. Diversification context is available through Investing Opportunities. Diversification context helps frame allocation across holdings. This includes a position in Utilities Portfolio Utilities. The allocation reflects this within the position set. 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 real.
Utilities Portfolio Utilities has current Value At Risk of -1.40. Value At Risk (or VAR) is a statistical technique used to measure the level of financial risk of investment instrument over a specific time frame. It is a widely used measure of the risk of loss on a specific investing instrument.

Value At Risk

 = 

ER[a] x N

+

(Z-SCORE x STD x SQRT (N))

 = 
-1.40
ER[a] = Expected return on investing in UTILITIES PORTFOLIO
STD =   Standard Deviation of UTILITIES PORTFOLIO
N = Number of points for the period
Z-SCORE = Number of standard deviations above or below the mean

Value At Risk Peers Comparison

Value At Risk Relative To Other Indicators

Utilities Portfolio Utilities is rated fifth in value at risk among similar funds. It is currently under evaluation in maximum drawdown among similar funds .
Value At Risk is used by risk managers in order to measure and control the level of risk which the firm undertakes. The risk manager job is to ensure that risks are not taken beyond the level at which the firm can absorb the losses of a probable worst outcome. VAR can be defined as the loss level that will not be exceeded with a certain confidence level during a certain period of time. Compare UTILITIES PORTFOLIO to Peers

Other Technical Indicators