The Short Term Fund Manager Performance Evaluation
| CFSTX Fund | USD 16.06 0.04 0.25% |
The entity has a beta of -0.0182, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning the Short are expected to decrease at a much lower rate. During the bear market, the Short is likely to outperform the market.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in The Short Term are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, The 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 | 1st of March 2023 | |
| Expense Ratio | 0.6800 |
The |
The Short Relative Risk vs. Return Landscape
If you would invest 1,600 in The Short Term on August 28, 2024 and sell it today you would earn a total of 6.00 from holding The Short Term or generate 0.37% return on investment over 90 days. The Short Term is currently producing 0.006% returns and takes up 0.0947% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than The, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
The Short Current Valuation
Overvalued
Today
Please note that The Short's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Short Term has a current Real Value of $15.66 per share. The regular price of the fund is $16.06. We determine the value of Short Term 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 The Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of The Mutual Fund. However, The 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 16.06 | Real 15.66 | Hype 16.06 | Naive 16.04 |
The intrinsic value of The 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 The 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 The Short Term helps investors to forecast how The 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 The Short more accurately as focusing exclusively on The Short's fundamentals will not take into account other important factors: The Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for The Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Short Term, and traders can use it to determine the average amount a The Short'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 = 0.0632
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| CFSTX |
Based on monthly moving average The Short is performing at about 4% 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 The Short by adding it to a well-diversified portfolio.
The Short Fundamentals Growth
The Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of The Short, and The 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 The Mutual Fund performance.
About The Short Performance
Evaluating The Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if The 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 The 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 normally invests at least 80 percent of its net assets plus any borrowings for investment purposes in securities issued or guaranteed by the U.S. government, its agencies or instrumentalities and government mortgage-backed securities. The fund invests at least 65 percent of its total assets in securities issued or guaranteed by the U.S. government, its agencies or instrumentalities and government mortgage-backed and asset-backed securities that have average lives or remaining maturities of five years or less.Things to note about Short Term performance evaluation
Checking the ongoing alerts about The Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Short Term 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 96.43% of its assets under management (AUM) in fixed income securities |
- Analyzing The 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 The Short's stock is overvalued or undervalued compared to its peers.
- Examining The 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 The Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of The Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of The Short's mutual fund. These opinions can provide insight into The Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in The Mutual Fund
The Short financial ratios help investors to determine whether The 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 The with respect to the benefits of owning The Short security.
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