Floating Rate Income Manager Performance
The fund shows a Beta (market volatility) of 0.0, which means not very significant fluctuations relative to the market. the returns on MARKET and Floating Rate are completely uncorrelated.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Floating Rate Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental drivers, Floating Rate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 6.54 | |
| Fifty Two Week High | 8.34 | |
| Annual Report Expense Ratio | 1.76% |
Floating |
Floating Rate Relative Risk vs. Return Landscape
If you would invest (100.00) in Floating Rate Income on November 14, 2025 and sell it today you would earn a total of 100.00 from holding Floating Rate Income or generate -100.0% return on investment over 90 days. Floating Rate Income is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Floating, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Floating Rate 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 Floating Rate for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Floating Rate Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Floating Rate Income is not yet fully synchronised with the market data | |
| Floating Rate Income has some characteristics of a very speculative penny stock | |
| Floating Rate Income has a very high chance of going through financial distress in the upcoming years | |
| The fund retains about 95.64% of its assets under management (AUM) in fixed income securities |
Floating Rate Fundamentals Growth
Floating Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Floating Rate, and Floating Rate 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 Floating Mutual Fund performance.
| Total Asset | 770.4 M | |||
Things to note about Floating Rate Income performance evaluation
Checking the ongoing alerts about Floating Rate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Floating Rate Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Floating Rate Income is not yet fully synchronised with the market data | |
| Floating Rate Income has some characteristics of a very speculative penny stock | |
| Floating Rate Income has a very high chance of going through financial distress in the upcoming years | |
| The fund retains about 95.64% of its assets under management (AUM) in fixed income securities |
- Analyzing Floating Rate'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 Floating Rate's stock is overvalued or undervalued compared to its peers.
- Examining Floating Rate'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 Floating Rate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Floating Rate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Floating Rate's mutual fund. These opinions can provide insight into Floating Rate's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
Other Consideration for investing in Floating Mutual Fund
If you are still planning to invest in Floating Rate Income check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Floating Rate's history and understand the potential risks before investing.
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