Short-term Fund Competition

Mutual Funds . USA . 
Fund . Short Term Fund Administrative
PSFAX Fund  USD 9.66  0.00  0.00%   
Short Term Fund competes with HUMANA, Barloworld, Morningstar Unconstrained, High-yield Municipal, and Thrivent High; as well as few others. The fund is listed under Ultrashort Bond category and is part of PIMCO family. Analyzing Short-term Fund competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Short-term Fund to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Short-term Fund Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Short-term Fund competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
9.569.669.76
Details
Intrinsic
Valuation
LowRealHigh
9.499.599.69
Details
Naive
Forecast
LowNextHigh
9.569.669.76
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.609.649.68
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Short-term Fund. Your research has to be compared to or analyzed against Short-term Fund's peers to derive any actionable benefits. When done correctly, Short-term Fund's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Short Term Fund.

Short-term Fund Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Short-term Fund and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Short-term and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Short Term Fund does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
RRTLX
+ 0.88
MSTSX
RRTLX
+ 0.71
LBHIX
LBHIX
+ 0.69
MSTSX
XTWO
+ 0.61
ABHYX
LBHIX
+ 0.56
ABHYX
RRTLX
+ 0.45
ABHYX
  
High negative correlations   
VIASP
- 0.75
SCAXF
MSTSX
- 0.63
444859BR2
LBHIX
- 0.58
444859BR2
MSTSX
- 0.51
BRRAY
RRTLX
- 0.5
BRRAY
RRTLX
- 0.49
444859BR2

Risk-Adjusted Indicators

There is a big difference between Short-term Mutual Fund performing well and Short-term Fund Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Short-term Fund's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
444859BR2  1.31 (0.03) 0.00  0.36  0.00 
 0.00 
 5.93 
(4.50)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  1.27 (0.11) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
MSTSX  0.49  0.04 (0.11)(0.30) 0.52 
(0.59)
 1.21 
(1.02)
 2.80 
ABHYX  0.16  0.00 (0.20) 0.08  0.26 
(0.24)
 0.34 
(0.33)
 1.91 
LBHIX  0.11  0.01 (0.32) 0.44  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
SCAXF  0.70 (0.40) 0.00 (1.01) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
VIASP  0.74  0.11  0.01 (3.65) 1.04 
(0.83)
 2.28 
(1.15)
 7.18 
RRTLX  0.24  0.00 (0.27) 0.99  0.26 
(0.27)
 0.56 
(0.56)
 1.37 
XTWO  0.08 (0.01)(0.96) 0.37  0.10 
(0.08)
 0.20 
(0.14)
 0.61 
All Fundamental Data

Short-term Fund Competitive Analysis

The better you understand Short-term Fund competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Short-term Fund's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Short-term Fund's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
PSFAX 444859BR2 AQUI BRRAY MSTSX ABHYX LBHIX SCAXF VIASP RRTLX
 0.00 
 9.66 
Short-term
 0.29 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 0.09 
 11.68 
Morningstar
 0.22 
 8.96 
High-yield
 0.24 
 4.25 
Thrivent
 23.47 
 0.01 
Sparta
 0.22 
 22.34 
Via
 0.16 
 12.54 
RRTLX
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Out of control
Very steady
Very steady
Market Performance
(90 Days Performance)
Solid
Very Weak
Very Weak
Very Weak
Weak
Insignificant
Good
Very Weak
OK
Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Below Average
Average
Low
Low
Low
Low
Low
Average
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Over Valued
Under Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Hold
Hold
Strong Buy
Strong Hold
Buy
Hold
Strong Hold
Strong Hold
Strong Hold
Current Ratio
N/A
N/A
N/A
1.49
N/A
N/A
N/A
0.62
3.49
N/A
Net Asset
20.22 B
N/A
3.19 K
54.41 B
116.1 M
672.37 M
674.44 M
3.06 M
355.28 M
1.46 B
Profit Margin
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
0.0094
N/A
EBITDA
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
33.09 M
N/A
Current Valuation
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
535.95 M
N/A
Operating Margin
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
-0.14
N/A
Price To Book
N/A
N/A
N/A
0.99
N/A
N/A
1.58
34.42
N/A
2.13
Five Year Return
2.61
N/A
N/A
3.98
8.13
1.68
3.31
N/A
8.97
0.0406
Retained Earnings
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
6.06
N/A
N/A
N/A
18.78
12.1
11.68
N/A
N/A
0.067
Beta
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.75
1.16
N/A
Cash Position Weight
13.44
N/A
N/A
N/A
14.28
0.1
6.56
N/A
N/A
7.22
Number Of Employees
1
N/A
7
36
1
1
1
8
169
1
Equity Positions Weight
N/A
N/A
N/A
N/A
61.63
N/A
0.07
N/A
N/A
38.52
Shares Outstanding
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
N/A
N/A
Three Year Return
3.55
N/A
N/A
N/A
5.8
-0.71
2.59
N/A
N/A
0.0491
Cash Flow From Operations
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
12.7 M
N/A
Annual Yield
0.0045
N/A
N/A
0.0543
0.021
0.0041
0.0617
N/A
0.0972
0.0211
Total Debt
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
135 M
N/A
Return On Equity
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
0.017
N/A
Bond Positions Weight
30.22
N/A
N/A
N/A
22.72
2.0
92.23
N/A
N/A
14.43
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
1.0
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
-0.11
N/A
Book Value Per Share
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
3.66
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
Current Liabilities
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
13.98 B
N/A
3.19 K
54.41 B
215.11 M
243.16 M
347.66 M
3.06 M
355.28 M
1.03 B
Debt To Equity
N/A
N/A
N/A
0.68
N/A
N/A
N/A
101.0
0.69
N/A
Target Price
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
N/A
N/A
Last Dividend Paid
N/A
N/A
N/A
4.6
N/A
0.03
0.02
N/A
0.73
0.14
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
Market Capitalization
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
7.72 M
N/A
N/A
Price To Earning
N/A
N/A
-0.22
9.18
N/A
N/A
35.48
19.55
26.83
18.25
Price To Sales
N/A
N/A
N/A
0.0285
N/A
N/A
1.23
0.63
N/A
1.57
Net Income
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
5.2 M
N/A
Earnings Per Share
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
1.17
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
N/A
N/A
Year To Date Return
5.34
N/A
N/A
N/A
11.76
5.77
6.69
N/A
N/A
-0.0211
Revenue
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
393.49 M
N/A
Ten Year Return
1.53
N/A
N/A
N/A
N/A
4.84
6.0
N/A
N/A
5.76
Working Capital
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
51.31 M
N/A
Cash Per Share
N/A
N/A
N/A
25.52
N/A
N/A
N/A
N/A
3.23
N/A
Gross Profit
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
74.67 M
N/A
Day Typical Price
9.66
80.35
0.006
4.23
11.68
8.96
4.25
0.015
22.35
12.54
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0076
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.17
N/A
Daily Balance Of Power
0.0
(9,223,372,036,855)
0.0
0.0
(9,223,372,036,855)
9.2 T
9.2 T
(9,223,372,036,855)
(0.29)
9.2 T
Period Momentum Indicator
N/A
(0.23)
N/A
N/A
(0.01)
0.02
0.01
(0)
(0.05)
0.02
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.0
1.0
1.0
0.77
1.0
1.0
Day Median Price
9.66
80.35
0.006
4.23
11.68
8.96
4.25
0.015
22.36
12.54
Price Action Indicator
N/A
(0.12)
N/A
N/A
(0.01)
0.01
0.005
(0)
(0.04)
0.01
Relative Strength Index
76.16
49.0
N/A
49.71
48.46
54.98
62.37
N/A
65.21
50.54
Coefficient Of Variation
413.82
(7,322)
N/A
25169.77
1576.86
2042.34
583.8
(812.40)
957.02
2068.69
Mean Deviation
0.0554
1.31
N/A
1.27
0.4856
0.1632
0.1099
0.7004
0.736
0.2405
Jensen Alpha
0.015
(0.03)
N/A
(0.11)
0.0402
(0.0008)
0.0147
(0.40)
0.1138
0.0045
Total Risk Alpha
9.0E-4
(0.38)
N/A
(0.54)
(0.05)
(0.03)
(0)
(0.74)
(0.04)
(0.04)
Sortino Ratio
N/A
N/A
N/A
N/A
(0.11)
(0.20)
(0.32)
N/A
0.009
(0.27)
Downside Variance
N/A
N/A
N/A
N/A
0.3987
0.2328
0.0625
N/A
1.57
0.1206
Standard Deviation
0.0983
2.57
N/A
4.2
0.6318
0.2858
0.1689
2.89
1.16
0.3113
Kurtosis
10.28
5.85
N/A
11.15
0.1097
8.76
3.69
66.0
5.62
(0.02)
Potential Upside
0.1052
5.93
N/A
N/A
1.21
0.3382
0.2381
N/A
2.28
0.5564
Treynor Ratio
(1.10)
0.3578
N/A
0.0057
(0.30)
0.0825
0.4414
(1.01)
(3.65)
0.9896
Maximum Drawdown
0.5248
16.62
N/A
34.02
2.8
1.91
0.9552
23.47
7.18
1.37
Variance
0.0097
6.6
N/A
17.65
0.3991
0.0817
0.0285
8.35
1.34
0.0969
Market Risk Adjusted Performance
(1.09)
0.3678
N/A
0.0157
(0.29)
0.0925
0.4514
(1.00)
(3.64)
0.9996
Risk Adjusted Performance
0.1167
(0)
N/A
0.0112
0.0463
0.0207
0.0955
(0.09)
0.0831
0.0224
Skewness
2.96
1.05
N/A
0.4951
0.1403
(1.73)
1.16
(8.12)
(0.92)
0.083
Semi Deviation
N/A
N/A
N/A
N/A
0.5186
0.2553
0.0
N/A
1.04
0.2639
Information Ratio
(0.87)
(0.06)
N/A
(0.02)
(0.11)
(0.33)
(0.48)
(0.16)
0.0097
(0.30)
Value At Risk
(0.10)
(4.50)
N/A
(2.98)
(1.02)
(0.33)
(0.24)
N/A
(1.15)
(0.56)
Expected Short fall
N/A
N/A
N/A
N/A
(0.59)
(0.24)
(0.29)
N/A
(0.83)
(0.27)
Downside Deviation
N/A
N/A
N/A
N/A
0.6314
0.4825
0.25
N/A
1.25
0.3473
Semi Variance
N/A
N/A
N/A
N/A
0.2689
0.0652
(0.02)
N/A
1.09
0.0697

Short-term Fund Competition Performance Charts

Five steps to successful analysis of Short-term Fund Competition

Short-term Fund's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Short Term Fund in relation to its competition. Short-term Fund's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Short-term Fund in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Short-term Fund's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Short Term Fund, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Short-term Fund position

In addition to having Short-term Fund in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Consumer Funds Thematic Idea Now

Consumer Funds
Consumer Funds Theme
Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services. The Consumer Funds theme has 39 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Consumer Funds Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Short-term Mutual Fund

Short-term Fund financial ratios help investors to determine whether Short-term 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-term with respect to the benefits of owning Short-term Fund security.
FinTech Suite
Use AI to screen and filter profitable investment opportunities
Fundamental Analysis
View fundamental data based on most recent published financial statements
Top Crypto Exchanges
Search and analyze digital assets across top global cryptocurrency exchanges
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2024 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY