Gold And Precious Fund Market Value

USERX Fund  USD 18.14  0.15  0.82%   
Gold's market value is the price at which a share of Gold trades on a public exchange. It measures the collective expectations of Gold And Precious investors about its performance. Gold is trading at 18.14 as of the 27th of July 2025; that is 0.82 percent decrease since the beginning of the trading day. The fund's open price was 18.29.
With this module, you can estimate the performance of a buy and hold strategy of Gold And Precious and determine expected loss or profit from investing in Gold over a given investment horizon. Check out Gold Correlation, Gold Volatility and Gold Alpha and Beta module to complement your research on Gold.
Symbol

Please note, there is a significant difference between Gold's value and its price as these two are different measures arrived at by different means. Investors typically determine if Gold is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Gold'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.

Gold '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 Gold'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 Gold.
0.00
04/28/2025
No Change 0.00  0.0 
In 3 months and 1 day
07/27/2025
0.00
If you would invest  0.00  in Gold on April 28, 2025 and sell it all today you would earn a total of 0.00 from holding Gold And Precious or generate 0.0% return on investment in Gold over 90 days. Gold is related to or competes with Jhancock Global, Pnc International, Balanced Fund, Touchstone International, T Rowe, and Franklin Equity. Under normal market conditions, the fund will invest at least 80 percent of its net assets in equity and equity-related ... More

Gold 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 Gold'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 Gold And Precious upside and downside potential and time the market with a certain degree of confidence.

Gold Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Gold's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Gold's standard deviation. In reality, there are many statistical measures that can use Gold historical prices to predict the future Gold's volatility.
Hype
Prediction
LowEstimatedHigh
16.2118.1420.07
Details
Intrinsic
Valuation
LowRealHigh
15.9117.8419.77
Details
Naive
Forecast
LowNextHigh
16.5718.4920.42
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
17.2317.9118.60
Details

Gold And Precious Backtested Returns

Gold appears to be very steady, given 3 months investment horizon. Gold And Precious holds Efficiency (Sharpe) Ratio of 0.11, which attests that the entity had a 0.11 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Gold And Precious, which you can use to evaluate the volatility of the entity. Please utilize Gold's Market Risk Adjusted Performance of (0.15), risk adjusted performance of 0.0753, and Downside Deviation of 2.03 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of -1.0, which attests to a somewhat significant risk relative to the market. As the market becomes more bullish, returns on owning Gold are expected to decrease slowly. On the other hand, during market turmoil, Gold is expected to outperform it slightly.

Auto-correlation

    
  0.39  

Below average predictability

Gold And Precious has below average predictability. Overlapping area represents the amount of predictability between Gold time series from 28th of April 2025 to 12th of June 2025 and 12th of June 2025 to 27th of July 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 Gold And Precious price movement. The serial correlation of 0.39 indicates that just about 39.0% of current Gold price fluctuation can be explain by its past prices.
Correlation Coefficient0.39
Spearman Rank Test0.23
Residual Average0.0
Price Variance0.13

Gold And Precious lagged returns against current returns

Autocorrelation, which is Gold 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 Gold's mutual fund expected returns. We can calculate the autocorrelation of Gold returns to help us make a trade decision. For example, suppose you find that Gold 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  

Gold 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 Gold mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Gold mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Gold mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Gold Lagged Returns

When evaluating Gold's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Gold mutual fund have on its future price. Gold 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, Gold autocorrelation shows the relationship between Gold mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Gold And Precious.
   Regressed Prices   
       Timeline  

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Gold Mutual Fund

Gold financial ratios help investors to determine whether Gold 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 Gold with respect to the benefits of owning Gold security.
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