Short Duration Plus Fund Three Year Return
Short Duration Plus fundamentals help investors to digest information that contributes to Short Duration's financial success or failures. It also enables traders to predict the movement of Short Mutual Fund. The fundamental analysis module provides a way to measure Short Duration's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Short Duration mutual fund.
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Short Duration Plus Mutual Fund Three Year Return Analysis
Short Duration's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Short Duration Three Year Return | (0.81) % |
Most of Short Duration's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Short Duration Plus is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionShort Duration Three Year Return Component Assessment
Based on the latest financial disclosure, Short Duration Plus has a Three Year Return of -0.8059%. This is 154.45% lower than that of the AllianceBernstein family and 46.63% lower than that of the Short-Term Bond category. The three year return for all United States funds is 122.39% higher than that of the company.
Short Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Short Duration's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Short Duration could also be used in its relative valuation, which is a method of valuing Short Duration by comparing valuation metrics of similar companies.Short Duration is currently under evaluation in three year return among similar funds.
Short Fundamentals
| Total Asset | 1.43 M | |||
| Annual Yield | 0.0009 % | |||
| Year To Date Return | 0.16 % | |||
| One Year Return | 3.03 % | |||
| Three Year Return | (0.81) % | |||
| Five Year Return | 0.23 % | |||
| Ten Year Return | 0.46 % | |||
| Net Asset | 227.97 M | |||
| Cash Position Weight | (9.46) % | |||
| Bond Positions Weight | 2.06 % |
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.Check out Trending Equities to better understand how to build diversified portfolios. 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 main economic indicators. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Other Consideration for investing in Short Mutual Fund
If you are still planning to invest in Short Duration Plus check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Short Duration's history and understand the potential risks before investing.
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