Api Short Term Fund Fundamentals
| APIBX Fund | USD 4.17 0.01 0.24% |
Api Short Term fundamentals help investors to digest information that contributes to Api Short's financial success or failures. It also enables traders to predict the movement of Api Mutual Fund. The fundamental analysis module provides a way to measure Api Short'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 Api Short mutual fund.
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Api Short Term Mutual Fund Year To Date Return Analysis
Api Short's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Api Short Year To Date Return | 1.23 % |
Most of Api Short's fundamental indicators, such as Year To Date 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, Api Short Term is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
In accordance with the company's disclosures, Api Short Term has a Year To Date Return of 1.2347%. This is much higher than that of the Yorktown Funds family and significantly higher than that of the Short-Term Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Api Short Term Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Api Short's current stock value. Our valuation model uses many indicators to compare Api Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Api Short competition to find correlations between indicators driving Api Short's intrinsic value. More Info.Api Short Term is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Api Short Term is roughly 8.82 . 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 Api Short's earnings, one of the primary drivers of an investment's value.Api Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Api Short's direct or indirect competition against its Year To Date 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 Api Short could also be used in its relative valuation, which is a method of valuing Api Short by comparing valuation metrics of similar companies.Api Short is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Api Short
The fund consists of 92.84% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.Asset allocation divides Api Short's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Api Fundamentals
| Price To Earning | 15.44 X | ||||
| Price To Book | 1.75 X | ||||
| Price To Sales | 1.00 X | ||||
| Total Asset | 129.11 M | ||||
| Annual Yield | 0.0008 % | ||||
| Year To Date Return | 1.23 % | ||||
| One Year Return | 5.27 % | ||||
| Three Year Return | 2.73 % | ||||
| Five Year Return | 1.65 % | ||||
| Ten Year Return | 3.85 % | ||||
| Net Asset | 295.94 M | ||||
| Minimum Initial Investment | 1000 K | ||||
| Cash Position Weight | 1.43 % | ||||
| Bond Positions Weight | 92.84 % |
About Api Short Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Api Short Term's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Api Short using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Api Short Term based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal circumstances, the fund invests at least 80 percent of its assets in fixed income securities that, in the Advisers opinion, offer the opportunity for income consistent with preservation of capital. Its portfolio will have an average aggregate maturity of not more than three years. The fund seeks to provide diversification by allocating its investments among various areas of the fixed income markets. It primarily invests in the investment grade debt securities of various types.
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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 Api Mutual Fund
Api Short financial ratios help investors to determine whether Api 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 Api with respect to the benefits of owning Api Short security.
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