New York Bond Fund Manager Performance Evaluation
| UNYIX Fund | USD 10.75 0.01 0.09% |
The fund secures a Beta (Market Risk) of -0.0106, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning New York are expected to decrease at a much lower rate. During the bear market, New York is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in New York Bond are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, New York is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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New |
New York Relative Risk vs. Return Landscape
If you would invest 1,056 in New York Bond on December 5, 2025 and sell it today you would earn a total of 19.00 from holding New York Bond or generate 1.8% return on investment over 90 days. New York Bond is currently producing 0.0299% returns and takes up 0.1726% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than New, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
New York Current Valuation
Fairly Valued
Today
Please note that New York's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. New York Bond secures a last-minute Real Value of $10.86 per share. The latest price of the fund is $10.75. We determine the value of New York Bond from analyzing 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 merge together.
Since New York is currently traded on the exchange, buyers and sellers on that exchange determine the market value of New Mutual Fund. However, New York'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 10.75 | Real 10.86 | Hype 11.75 | Naive 10.73 |
The intrinsic value of New York'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 New York'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 New York Bond helps investors to forecast how New 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 New York more accurately as focusing exclusively on New York's fundamentals will not take into account other important factors: New York Target Price Odds to finish over Current Price
The tendency of New 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 |
| 10.75 | 90 days | 10.75 | about 12.91 |
Based on a normal probability distribution, the odds of New York to move above the current price in 90 days from now is about 12.91 (This New York Bond probability density function shows the probability of New Mutual Fund to fall within a particular range of prices over 90 days) .
New York Price Density |
| Price |
Predictive Modules for New York
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as New York Bond. 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.New York Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. New York is not an exception. The market had few large corrections towards the New York'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 New York Bond, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of New York within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | -0.01 | |
σ | Overall volatility | 0.08 | |
Ir | Information ratio | -0.14 |
New York 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 New York for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for New York Bond 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 keeps about 99.72% of its net assets in bonds |
New York Fundamentals Growth
New Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of New York, and New York 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 New Mutual Fund performance.
| Total Asset | 216.77 M | ||||
About New York Performance
Evaluating New York's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if New York 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 New York 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 invests primarily in long-term investment-grade securities issued by the state of New York, its political subdivisions, municipalities and public authorities, instrumentalities, and by other government entities. At least 80 percent of the funds net assets will consist of New York tax-exempt securities. The funds dollar-weighted average portfolio maturity is not restricted, but is expected to be greater than 10 years.Things to note about New York Bond performance evaluation
Checking the ongoing alerts about New York for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for New York Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps about 99.72% of its net assets in bonds |
- Analyzing New York'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 New York's stock is overvalued or undervalued compared to its peers.
- Examining New York'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 New York's management team can have a significant impact on its success or failure. Reviewing the track record and experience of New York's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of New York's mutual fund. These opinions can provide insight into New York's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in New Mutual Fund
New York financial ratios help investors to determine whether New 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 New with respect to the benefits of owning New York security.
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