Short Term Bond Fund Manager Performance Evaluation
| USSBX Fund | USD 9.10 0.01 0.11% |
The entity has a beta of -0.0174, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Short-term Bond are expected to decrease at a much lower rate. During the bear market, Short-term Bond is likely to outperform the market.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Short Term Bond Fund are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental drivers, Short-term Bond is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of December 2022 | |
| Expense Ratio | 0.5900 |
Short-term |
Short-term Bond Relative Risk vs. Return Landscape
If you would invest 904.00 in Short Term Bond Fund on September 3, 2024 and sell it today you would earn a total of 6.00 from holding Short Term Bond Fund or generate 0.66% return on investment over 90 days. Short Term Bond Fund is currently producing 0.0104% returns and takes up 0.1173% volatility of returns over 90 trading days. Put another way, 1% 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 Bond Current Valuation
Overvalued
Today
Please note that Short-term Bond's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Short Term Bond has a current Real Value of $8.37 per share. The regular price of the fund is $9.1. We determine the value of Short Term Bond 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 Bond is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Short-term Mutual Fund. However, Short-term Bond'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 9.1 | Real 8.37 | Hype 9.1 | Naive 9.1 |
The intrinsic value of Short-term Bond'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 Bond'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 Bond 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 Bond more accurately as focusing exclusively on Short-term Bond's fundamentals will not take into account other important factors: Short-term Bond Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Short-term Bond's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Short Term Bond Fund, and traders can use it to determine the average amount a Short-term Bond'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 = 0.0887
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | USSBX |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Short-term Bond is performing at about 6% 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 Bond by adding it to a well-diversified portfolio.
Short-term Bond Fundamentals Growth
Short-term Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Short-term Bond, and Short-term Bond 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 | 846.25 M | |||
About Short-term Bond Performance
Evaluating Short-term Bond's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Short-term Bond 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 Bond 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 80 percent of its assets in a broad range of investment-grade debt securities that have a dollar-weighted average portfolio maturity of three years or less. The debt securities in which the fund may invest include, among others, obligations of U.S., state, and local governments, their agencies and instrumentalities mortgage- and asset-backed securities corporate debt securities repurchase agreements and other securities believed to have debt-like characteristics.Things to note about Short Term Bond performance evaluation
Checking the ongoing alerts about Short-term Bond for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Short Term 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 5.83% of its net assets in cash |
- Analyzing Short-term Bond'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 Bond's stock is overvalued or undervalued compared to its peers.
- Examining Short-term Bond'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 Bond's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Short-term Bond's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Short-term Bond's mutual fund. These opinions can provide insight into Short-term Bond's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Short-term Mutual Fund
Short-term Bond 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 Bond security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals |