Short Duration Inflation Fund Manager Performance Evaluation
| APOGX Fund | USD 10.51 0.02 0.19% |
The entity has a beta of 0.0073, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Short Duration's returns are expected to increase less than the market. However, during the bear market, the loss of holding Short Duration is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Short Duration Inflation are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and 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.
...moreShort |
Short Duration Relative Risk vs. Return Landscape
If you would invest 1,049 in Short Duration Inflation on October 28, 2025 and sell it today you would earn a total of 2.00 from holding Short Duration Inflation or generate 0.19% return on investment over 90 days. Short Duration Inflation is currently producing 0.0032% returns and takes up 0.0954% 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 Current Valuation
Fairly Valued
Today
Please note that Short Duration's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Short Duration Inflation has a current Real Value of $10.5 per share. The regular price of the fund is $10.51. We determine the value of Short Duration Inflation 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 Duration is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Short Mutual Fund. However, Short Duration'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 10.51 | Real 10.5 | Hype 10.51 | Naive 10.49 |
The intrinsic value of Short Duration'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 Duration'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 Duration Inflation 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 Duration more accurately as focusing exclusively on Short Duration's fundamentals will not take into account other important factors: Short Duration Target Price Odds to finish over Current Price
The tendency of Short Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 10.51 | 90 days | 10.51 | under 4 |
Based on a normal probability distribution, the odds of Short Duration to move above the current price in 90 days from now is under 4 (This Short Duration Inflation probability density function shows the probability of Short Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Short Duration has a beta of 0.0073. This suggests as returns on the market go up, Short Duration average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Short Duration Inflation will be expected to be much smaller as well. Additionally Short Duration Inflation has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Short Duration Price Density |
| Price |
Predictive Modules for Short Duration
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Short Duration Inflation. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Short Duration Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Short Duration is not an exception. The market had few large corrections towards the Short Duration's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Short Duration Inflation, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Short Duration within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.0076 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 0.02 | |
Ir | Information ratio | -0.8 |
Short Duration Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Short Duration for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Short Duration Inflation can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: John Hancock Financial Opportunities Fund Sees Unusually-High Trading Volume - Whats Next - MarketBeat | |
| The fund holds most of the assets under management (AUM) in different types of exotic instruments. |
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 | 2.72 B | |||
About Short Duration Performance
Evaluating Short Duration's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Short Duration 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 Duration 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 normally invests at least 80 percent of its net assets in inflation-linked debt securities. It invests primarily in investment-grade securities, but may also invest a portion of its assets in high-yield securities, or junk bonds. The fund also may invest a portion of its net assets in fixed-income securities that are not linked to inflation. It may invest up to 20 percent of its total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar denominated securities of foreign issuers.Things to note about Short Duration Inflation 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 Inflation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: John Hancock Financial Opportunities Fund Sees Unusually-High Trading Volume - Whats Next - MarketBeat | |
| The fund holds most of the assets under management (AUM) in different types of exotic instruments. |
- 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.
Other Information on Investing in Short Mutual Fund
Short Duration 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 Duration security.
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