Aamhimco Short Duration Fund Manager Performance Evaluation
| ASDIX Fund | USD 10.14 0.01 0.1% |
The fund shows a Beta (market volatility) of 0.0117, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Aamhimco Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aamhimco Short is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Aamhimco Short Duration are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Aamhimco Short 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 | 31st of October 2025 | |
| Expense Ratio | 0.6000 |
Aamhimco |
Aamhimco Short Relative Risk vs. Return Landscape
If you would invest 1,006 in Aamhimco Short Duration on November 2, 2025 and sell it today you would earn a total of 8.00 from holding Aamhimco Short Duration or generate 0.8% return on investment over 90 days. Aamhimco Short Duration is currently producing 0.013% returns and takes up 0.0732% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Aamhimco, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aamhimco Short Current Valuation
Overvalued
Today
Please note that Aamhimco Short's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Aamhimco Short Duration shows a prevailing Real Value of $9.32 per share. The current price of the fund is $10.14. We determine the value of Aamhimco Short Duration from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Aamhimco Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aamhimco Mutual Fund. However, Aamhimco Short'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 10.14 | Real 9.32 | Hype 10.14 | Naive 10.13 |
The intrinsic value of Aamhimco Short'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 Aamhimco Short'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 Aamhimco Short Duration helps investors to forecast how Aamhimco 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 Aamhimco Short more accurately as focusing exclusively on Aamhimco Short's fundamentals will not take into account other important factors: Aamhimco Short Target Price Odds to finish over Current Price
The tendency of Aamhimco 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 |
| 10.14 | 90 days | 10.14 | about 17.43 |
Based on a normal probability distribution, the odds of Aamhimco Short to move above the current price in 90 days from now is about 17.43 (This Aamhimco Short Duration probability density function shows the probability of Aamhimco Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Aamhimco Short has a beta of 0.0117. This suggests as returns on the market go up, Aamhimco Short average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Aamhimco Short Duration will be expected to be much smaller as well. Additionally Aamhimco Short Duration 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. Aamhimco Short Price Density |
| Price |
Predictive Modules for Aamhimco Short
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Aamhimco Short Duration. 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.Aamhimco Short Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Aamhimco Short is not an exception. The market had few large corrections towards the Aamhimco Short'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 Aamhimco Short Duration, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Aamhimco Short within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.0016 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 0.03 | |
Ir | Information ratio | -0.74 |
Aamhimco Short 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 Aamhimco Short for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Aamhimco Short Duration can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds about 8.3% of its assets under management (AUM) in cash |
Aamhimco Short Fundamentals Growth
Aamhimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aamhimco Short, and Aamhimco Short 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 Aamhimco Mutual Fund performance.
| Total Asset | 344.5 M | |||
About Aamhimco Short Performance
Evaluating Aamhimco Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aamhimco Short 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 Aamhimco Short 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 has an investment policy whereby at least 80 percent of the funds net assets will be invested, under normal circumstances, in fixed income instruments. It normally invests at least 65 percent of its total assets in investment grade securities. The fund may invest up to 35 percent of its total assets in non-investment grade securities , as well as bank loans and loan participation interests.Things to note about Aamhimco Short Duration performance evaluation
Checking the ongoing alerts about Aamhimco Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aamhimco Short Duration help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 8.3% of its assets under management (AUM) in cash |
- Analyzing Aamhimco Short'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 Aamhimco Short's stock is overvalued or undervalued compared to its peers.
- Examining Aamhimco Short'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 Aamhimco Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aamhimco Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aamhimco Short's mutual fund. These opinions can provide insight into Aamhimco Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aamhimco Mutual Fund
Aamhimco Short financial ratios help investors to determine whether Aamhimco 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 Aamhimco with respect to the benefits of owning Aamhimco Short security.
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