Fisher Investments Financials
| QDIBX Fund | USD 8.82 0.01 0.11% |
Fisher |
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.
Fisher Investments Fund Summary
Fisher Investments competes with Fisher Investments, Fisher Investments, Fisher Esg, Fisher Investments, and Tactical Multi-purpose. The fund seeks to achieve its objective by investing primarily in a diversified portfolio of fixed income and fixed income-related securities. Under normal circumstances, it invests at least 80 percent of its assets in bonds and other fixed income or fixed income-related securities. The fund may invest across a range of maturities, duration and quality, including issues with below investment grade ratings.Specialization | Intermediate Core Bond, Intermediate Core Bond |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Unified Series Trust |
| Mutual Fund Family | Fisher Investments |
| Mutual Fund Category | Intermediate Core Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 851 8845 |
| Currency | USD - US Dollar |
Fisher Investments Key Financial Ratios
Fisher Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fisher Investments's current stock value. Our valuation model uses many indicators to compare Fisher Investments value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fisher Investments competition to find correlations between indicators driving Fisher Investments's intrinsic value. More Info.Fisher Fixed Income 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 83.50 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 Fisher Investments' earnings, one of the primary drivers of an investment's value.Fisher Fixed Income Systematic Risk
Fisher Investments' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fisher Investments 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Fisher Fixed Income correlated with the market. If Beta is less than 0 Fisher Investments generally moves in the opposite direction as compared to the market. If Fisher Investments Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fisher Fixed Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fisher Investments is generally in the same direction as the market. If Beta > 1 Fisher Investments moves generally in the same direction as, but more than the movement of the benchmark.
Fisher Investments March 24, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fisher Investments help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fisher Fixed Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fisher Fixed Income based on widely used predictive technical indicators. In general, we focus on analyzing Fisher Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Fisher Investments's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3227 | |||
| Information Ratio | 0.278 | |||
| Maximum Drawdown | 1.52 | |||
| Value At Risk | (0.47) | |||
| Potential Upside | 0.4673 |
Other Information on Investing in Fisher Mutual Fund
Fisher Investments financial ratios help investors to determine whether Fisher 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 Fisher with respect to the benefits of owning Fisher Investments security.
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |