Short Term Bond Fund Manager Performance Evaluation
| CFAMX Fund | USD 9.52 0.01 0.11% |
The entity has a beta of 0.0046, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Short Term's returns are expected to increase less than the market. However, during the bear market, the loss of holding Short Term is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Short Term Bond Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Short Term is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7300 |
Short |
Short Term Relative Risk vs. Return Landscape
If you would invest 957.00 in Short Term Bond Fund on September 23, 2024 and sell it today you would lose (5.00) from holding Short Term Bond Fund or give up 0.52% of portfolio value over 90 days. Short Term Bond Fund is currently producing negative expected returns and takes up 0.1175% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Short, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Short Term Current Valuation
Fairly Valued
Today
Please note that Short Term's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Short Term Bond has a current Real Value of $9.43 per share. The regular price of the fund is $9.52. We determine the value of Short Term Bond from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Short Term is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Short Mutual Fund. However, Short Term's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 9.52 | Real 9.43 | Hype 9.52 |
The intrinsic value of Short Term's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Short Term's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Short Term Bond Fund helps investors to forecast how Short mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Short Term more accurately as focusing exclusively on Short Term's fundamentals will not take into account other important factors: Short Term Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Short Term's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Short Term Bond Fund, and traders can use it to determine the average amount a Short Term's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.068
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| Negative Returns | CFAMX |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Short Term is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Short Term by adding Short Term to a well-diversified portfolio.
Short Term Fundamentals Growth
Short Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Short Term, and Short Term fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Short Mutual Fund performance.
| Total Asset | 11.54 B | ||||
About Short Term Performance
Evaluating Short Term's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Short Term has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Short Term has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of its assets in bonds . It maintains a portfolio of bonds, other debt securities and money market instruments having a dollar-weighted average effective maturity no greater than three years and consisting primarily of debt securities rated AA- or Aa3 or better. The fund primarily invests in debt securities denominated in U.S. dollars. It may invest up to 10 percent of its assets in debt securities in the A rating category.Things to note about Short Term Bond performance evaluation
Checking the ongoing alerts about Short Term for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Short Term Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Short Term Bond generated a negative expected return over the last 90 days | |
| The fund holds about 11.47% of its assets under management (AUM) in cash |
- Analyzing Short Term's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Short Term's stock is overvalued or undervalued compared to its peers.
- Examining Short Term's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Short Term's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Short Term's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Short Term's mutual fund. These opinions can provide insight into Short Term's potential for growth and whether the stock is currently undervalued or overvalued.
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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