Short Term Financials
| PRTBX Fund | USD 65.01 0.02 0.03% |
Short |
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.
Short Term Fund Summary
Short Term competes with Versatile Bond, Aggressive Growth, Permanent Portfolio, Payden Limited, and Payden E. The fund invests at least 80 percent of its assets in direct debt obligations of the United States Treasury, including U.S. Treasury bills, notes and bonds, and other securities issued by the U.S. Treasury. The adviser expects to maintain a dollar-weighted average portfolio maturity and duration of zero to three years. It is not a money market fund and does not seek to maintain a stable price per share.Specialization | Ultrashort Bond, Ultrashort Bond |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Permanent Portfolio Family |
| Mutual Fund Family | Permanent Portfolio Family of Funds |
| Mutual Fund Category | Ultrashort Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 341 8900 |
| Currency | USD - US Dollar |
Short Term Key Financial Ratios
Short Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Short Term's current stock value. Our valuation model uses many indicators to compare Short Term value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Short Term competition to find correlations between indicators driving Short Term's intrinsic value. More Info.Short Term Treasury Portfolio is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 6,671 of Year To Date Return per Annual Yield. 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 Short Term's earnings, one of the primary drivers of an investment's value.Short Term Treasury Systematic Risk
Short Term's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Short Term 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 thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Short Term Treasury correlated with the market. If Beta is less than 0 Short Term generally moves in the opposite direction as compared to the market. If Short Term Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Short Term Treasury is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Short Term is generally in the same direction as the market. If Beta > 1 Short Term moves generally in the same direction as, but more than the movement of the benchmark.
Short Term December 14, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Short Term help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Short Term Treasury Portfolio. We use our internally-developed statistical techniques to arrive at the intrinsic value of Short Term Treasury Portfolio based on widely used predictive technical indicators. In general, we focus on analyzing Short Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Short Term's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.053 | |||
| Information Ratio | (1.78) | |||
| Maximum Drawdown | 0.2929 | |||
| Value At Risk | (0.06) | |||
| Potential Upside | 0.0927 |
Other Information on Investing in Short Mutual Fund
Short Term financial ratios help investors to determine whether Short 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 Short with respect to the benefits of owning Short Term security.
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