Short Term Fund Institutional Fund Manager Performance Evaluation
| PTSHX Fund | USD 9.69 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, returns on owning Short-term Fund are expected to decrease at a much lower rate. During the bear market, Short-term Fund is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Short Term Fund Institutional are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical 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.
...moreShort-term |
Short-term Fund Relative Risk vs. Return Landscape
If you would invest 957.00 in Short Term Fund Institutional on October 29, 2025 and sell it today you would earn a total of 12.00 from holding Short Term Fund Institutional or generate 1.25% return on investment over 90 days. Short Term Fund Institutional is currently producing 0.0208% returns and takes up 0.0895% 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
Fairly Valued
Today
Please note that Short-term Fund's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Short Term Fund has a current Real Value of $9.63 per share. The regular price of the fund is $9.69. 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 9.69 | Real 9.63 | Hype 9.69 | Naive 9.69 |
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 Institutional 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 Target Price Odds to finish over Current Price
The tendency of Short-term 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 |
| 9.69 | 90 days | 9.69 | about 6.89 |
Based on a normal probability distribution, the odds of Short-term Fund to move above the current price in 90 days from now is about 6.89 (This Short Term Fund Institutional probability density function shows the probability of Short-term Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Short Term Fund Institutional has a beta of -0.0021 indicating as returns on the benchmark increase, returns on holding Short-term Fund are expected to decrease at a much lower rate. During a bear market, however, Short Term Fund Institutional is likely to outperform the market. Additionally Short Term Fund Institutional has an alpha of 0.0106, implying that it can generate a 0.0106 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Short-term Fund Price Density |
| Price |
Predictive Modules for Short-term Fund
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Short Term Fund. 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.Short-term Fund Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Short-term Fund is not an exception. The market had few large corrections towards the Short-term Fund'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 Short Term Fund Institutional, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Short-term Fund within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | -0.0021 | |
σ | Overall volatility | 0.03 | |
Ir | Information ratio | -0.68 |
Short-term Fund 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 Short-term Fund for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Short Term Fund 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 maintains about 13.44% of its assets in cash |
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 | 13.98 B | |||
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. Pimco Funds is traded on NASDAQ Exchange in the United States.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.
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |