Short Term Treasury Portfolio Fund Quote
| PRTBX Fund | USD 66.61 0.09 0.14% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Short-term Treasury is trading at 66.61 as of the 26th of November 2024; that is 0.14 percent increase since the beginning of the trading day. The fund's open price was 66.52. Short-term Treasury has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Short Term Treasury Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its assets in direct debt obligations of the United States Treasury, including U.S. Treasury bills, notes and bonds, and other securities issued by the U.S. Treasury. The adviser expects to maintain a dollar-weighted average portfolio maturity and duration of zero to three years. More on Short Term Treasury Portfolio
Moving together with SHORT-TERM Mutual Fund
SHORT-TERM Mutual Fund Highlights
| Fund Concentration | Permanent Portfolio Family of Funds, Ultrashort Bond Funds, Ultrashort Bond, Permanent Portfolio Family of Funds, Ultrashort Bond, Ultrashort Bond (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of May 2023 |
| Fiscal Year End | January |
Short Term Treasury Portfolio [PRTBX] is traded in USA and was established 26th of November 2024. Short-term Treasury is listed under Permanent Portfolio Family of Funds category by Fama And French industry classification. The fund is listed under Ultrashort Bond category and is part of Permanent Portfolio Family of Funds family. This fund at this time has accumulated 10.96 M in assets with minimum initial investment of 1 K. Short Term Treasury is currently producing year-to-date (YTD) return of 3.61% with the current yeild of 0.0%, while the total return for the last 3 years was 1.61%.
Check Short-term Treasury Probability Of Bankruptcy
Instrument Allocation
Short Term Treasury Risk Profiles
| Mean Deviation | 0.0437 | |||
| Standard Deviation | 0.0556 | |||
| Variance | 0.0031 | |||
| Downside Variance | 0.0031 |
Short-term Treasury Against Markets
Other Information on Investing in SHORT-TERM Mutual Fund
Short-term Treasury 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 Treasury security.
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