Short Term Fund A Fund Manager Performance Evaluation
| PSHAX Fund | USD 9.66 0.00 0.00% |
The entity has a beta of 0.0021, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Short-term Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Short-term Fund is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Short Term Fund A are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Short-term Fund 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 August 2022 | |
| Expense Ratio | 0.7300 |
Short-term |
Short-term Fund Relative Risk vs. Return Landscape
If you would invest 956.00 in Short Term Fund A on September 2, 2024 and sell it today you would earn a total of 10.00 from holding Short Term Fund A or generate 1.05% return on investment over 90 days. Short Term Fund A is currently producing 0.0163% returns and takes up 0.0875% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Short-term, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Short-term Fund Current Valuation
Overvalued
Today
Please note that Short-term Fund's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Short Term Fund has a current Real Value of $8.88 per share. The regular price of the fund is $9.66. We determine the value of Short Term Fund 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-term Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Short-term Mutual Fund. However, Short-term Fund'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 9.66 | Real 8.88 | Hype 9.66 | Naive 9.64 |
The intrinsic value of Short-term Fund'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-term Fund'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 Term Fund A helps investors to forecast how Short-term 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-term Fund more accurately as focusing exclusively on Short-term Fund's fundamentals will not take into account other important factors: Short-term Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Short-term Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Short Term Fund A, and traders can use it to determine the average amount a Short-term Fund'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 = 0.1862
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| PSHAX |
Based on monthly moving average Short-term Fund is performing at about 14% 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 Short-term Fund by adding it to a well-diversified portfolio.
Short-term Fund Fundamentals Growth
Short-term Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Short-term Fund, and Short-term Fund 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-term Mutual Fund performance.
| Total Asset | 878.12 M | ||||
About Short-term Fund Performance
Evaluating Short-term Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Short-term Fund 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-term Fund 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 65 percent of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. Fixed Income Instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.Things to note about Short Term Fund performance evaluation
Checking the ongoing alerts about Short-term Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Short Term Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 13.44% of its assets in cash |
- Analyzing Short-term Fund'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-term Fund's stock is overvalued or undervalued compared to its peers.
- Examining Short-term Fund'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-term Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Short-term Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Short-term Fund's mutual fund. These opinions can provide insight into Short-term Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Short-term Mutual Fund
Short-term Fund 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 Fund security.
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