Ultra Short Fixed Income Fund Manager Performance Evaluation
| SWSFX Fund | USD 10.32 0.01 0.1% |
The entity has a beta of -0.0053, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ultra-short Fixed are expected to decrease at a much lower rate. During the bear market, Ultra-short Fixed is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ultra Short Fixed Income are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Ultra-short Fixed is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreUltra-short |
Ultra-short Fixed Relative Risk vs. Return Landscape
If you would invest 1,021 in Ultra Short Fixed Income on December 26, 2024 and sell it today you would earn a total of 11.00 from holding Ultra Short Fixed Income or generate 1.08% return on investment over 90 days. Ultra Short Fixed Income is currently producing 0.0179% returns and takes up 0.0889% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Ultra-short, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ultra-short Fixed Current Valuation
Fairly Valued
Today
Please note that Ultra-short Fixed's price fluctuation is very steady at this time. Ultra Short Fixed has a current Real Value of $10.31 per share. The regular price of the fund is $10.32. Our model measures the value of Ultra Short Fixed from inspecting the fund technical indicators and probability of bankruptcy. In general, investors 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 Ultra-short Fixed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ultra-short Mutual Fund. However, Ultra-short Fixed'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 10.32 | Real 10.31 | Hype 10.32 |
The intrinsic value of Ultra-short Fixed'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 Ultra-short Fixed'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 Ultra Short Fixed Income helps investors to forecast how Ultra-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 Ultra-short Fixed more accurately as focusing exclusively on Ultra-short Fixed's fundamentals will not take into account other important factors: Ultra-short Fixed Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ultra-short Fixed's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ultra Short Fixed Income, and traders can use it to determine the average amount a Ultra-short Fixed'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 = 0.2014
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| SWSFX |
Based on monthly moving average Ultra-short Fixed is performing at about 15% of its full potential. 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 Ultra-short Fixed by adding it to a well-diversified portfolio.
About Ultra-short Fixed Performance
Evaluating Ultra-short Fixed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ultra-short Fixed 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 Ultra-short Fixed 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, under normal circumstances, invest primarily in fixed-income securities. It invests in investment grade domestic debt obligations .Things to note about Ultra Short Fixed performance evaluation
Checking the ongoing alerts about Ultra-short Fixed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ultra Short Fixed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Ultra-short Fixed's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Ultra-short Fixed's mutual fund performance include:- Analyzing Ultra-short Fixed'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 Ultra-short Fixed's stock is overvalued or undervalued compared to its peers.
- Examining Ultra-short Fixed'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 Ultra-short Fixed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ultra-short Fixed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ultra-short Fixed's mutual fund. These opinions can provide insight into Ultra-short Fixed's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ultra-short Mutual Fund
Ultra-short Fixed financial ratios help investors to determine whether Ultra-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 Ultra-short with respect to the benefits of owning Ultra-short Fixed security.
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