Short Duration Income Manager Performance
The entity has a beta of 0.0, which indicates not very significant fluctuations relative to the market. the returns on MARKET and Short Duration are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Short Duration Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Short Duration is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 27th of January 2023 | |
| Expense Ratio | 0.3000 |
Short |
Short Duration Relative Risk vs. Return Landscape
If you would invest (100.00) in Short Duration Income on December 24, 2024 and sell it today you would earn a total of 100.00 from holding Short Duration Income or generate -100.0% return on investment over 90 days. Short Duration Income is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% 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 Duration Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Short Duration's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Short Duration Income, and traders can use it to determine the average amount a Short Duration'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 = 0.0
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Short Duration 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 Duration by adding Short Duration to a well-diversified portfolio.
Short Duration Fundamentals Growth
Short Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Short Duration, and Short Duration 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 | 177.72 M | |||
Things to note about Short Duration Income performance evaluation
Checking the ongoing alerts about Short Duration for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Short Duration Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Short Duration is not yet fully synchronised with the market data | |
| Short Duration has some characteristics of a very speculative penny stock | |
| Short Duration has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains about 90.26% of its assets in bonds |
- Analyzing Short Duration'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 Duration's stock is overvalued or undervalued compared to its peers.
- Examining Short Duration'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 Duration's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Short Duration's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Short Duration's mutual fund. These opinions can provide insight into Short Duration's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis 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 unemployment. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
Other Consideration for investing in Short Mutual Fund
If you are still planning to invest in Short Duration Income 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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