Short Term Income Fund Manager Performance Evaluation
| PSTPX Fund | USD 10.15 0.01 0.1% |
The entity has a beta of -0.0021, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Short-term Income are expected to decrease at a much lower rate. During the bear market, Short-term Income is likely to outperform the market.
Risk-Adjusted Performance
38 of 100
Weak | Strong |
Very Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Short Term Income Fund are ranked lower than 38 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Short-term Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
Short-term |
Short-term Income Relative Risk vs. Return Landscape
If you would invest 1,001 in Short Term Income Fund on September 3, 2024 and sell it today you would earn a total of 14.00 from holding Short Term Income Fund or generate 1.4% return on investment over 90 days. Short Term Income Fund is currently producing 0.0217% returns and takes up 0.045% 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 Income Current Valuation
Fairly Valued
Today
Please note that Short-term Income's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Short Term Income has a current Real Value of $10.14 per share. The regular price of the fund is $10.15. We determine the value of Short Term Income 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 Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Short-term Mutual Fund. However, Short-term Income'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 10.15 | Real 10.14 | Hype 10.15 | Naive 10.15 |
The intrinsic value of Short-term Income'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 Income'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 Income Fund 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 Income more accurately as focusing exclusively on Short-term Income's fundamentals will not take into account other important factors: Short-term Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Short-term Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Short Term Income Fund, and traders can use it to determine the average amount a Short-term Income'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 = 0.4828
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| PSTPX |
Based on monthly moving average Short-term Income is performing at about 38% 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 Income by adding it to a well-diversified portfolio.
Short-term Income Fundamentals Growth
Short-term Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Short-term Income, and Short-term Income 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 | 4.14 B | |||
About Short-term Income Performance
Evaluating Short-term Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Short-term Income 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 Income 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in debt securities. The funds investment in asset-backed securities may be comprised of loans or leases secured by motor vehicles or other equipment, consumer receivables from sources such as credit cards or student loans, or cash flows from operating assets such as royalties and leases.Things to note about Short Term Income performance evaluation
Checking the ongoing alerts about Short-term Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Short Term Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Short-term is showing solid risk-adjusted performance over 90 days | |
| The fund maintains about 95.26% of its assets in bonds |
- Analyzing Short-term Income'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 Income's stock is overvalued or undervalued compared to its peers.
- Examining Short-term Income'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 Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Short-term Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Short-term Income's mutual fund. These opinions can provide insight into Short-term Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Short-term Mutual Fund
Short-term Income 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 Income security.
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