Shenkman Floating Financials
| SFHIX Fund | USD 9.20 0.01 0.11% |
Shenkman |
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.
Shenkman Floating Fund Summary
Shenkman Floating competes with Davis Financial, Vanguard Financials, Royce Global, and Transamerica Financial. The fund invests at least 80 percent of its net assets in a diversified portfolio of senior secured and unsecured floating rate bank loans and other floating rate instruments. The loans and other instruments in which the fund invests include bank loans to corporate borrowers, traditional corporate bonds, notes, debentures, zero-coupon bonds, collateralized loan obligations and other corporate debt securities, and obligations of the U.S. government and government-sponsored entities.Specialization | Bank Loan, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US00770X5766 |
| Business Address | ADVISORS SERIES TRUST |
| Mutual Fund Family | Shenkman Funds |
| Mutual Fund Category | Bank Loan |
| Benchmark | Dow Jones Industrial |
| Phone | 855 743 6562 |
| Currency | USD - US Dollar |
Shenkman Floating Key Financial Ratios
Shenkman Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Shenkman Floating's current stock value. Our valuation model uses many indicators to compare Shenkman Floating value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Shenkman Floating competition to find correlations between indicators driving Shenkman Floating's intrinsic value. More Info.Shenkman Floating Rate 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 4,851 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 Shenkman Floating's earnings, one of the primary drivers of an investment's value.Shenkman Floating Rate Systematic Risk
Shenkman Floating's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Shenkman Floating 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 fourty-two with a total number of output elements of nineteen. The Beta measures systematic risk based on how returns on Shenkman Floating Rate correlated with the market. If Beta is less than 0 Shenkman Floating generally moves in the opposite direction as compared to the market. If Shenkman Floating Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Shenkman Floating Rate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Shenkman Floating is generally in the same direction as the market. If Beta > 1 Shenkman Floating moves generally in the same direction as, but more than the movement of the benchmark.
Shenkman Floating December 13, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Shenkman Floating help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Shenkman Floating Rate. We use our internally-developed statistical techniques to arrive at the intrinsic value of Shenkman Floating Rate based on widely used predictive technical indicators. In general, we focus on analyzing Shenkman Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Shenkman Floating's daily price indicators and compare them against related drivers.
| Information Ratio | (0.94) | |||
| Maximum Drawdown | 0.6527 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.1101 |
Other Information on Investing in Shenkman Mutual Fund
Shenkman Floating financial ratios help investors to determine whether Shenkman 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 Shenkman with respect to the benefits of owning Shenkman Floating security.
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