Aamhimco Short Duration Fund Key Fundamental Indicators
| ASDIX Fund | USD 10.17 0.01 0.1% |
As of the 19th of February, Aam/himco Short shows the Mean Deviation of 0.0472, risk adjusted performance of 0.1115, and Coefficient Of Variation of 346.68. Aamhimco Short Duration technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Aam/himco Short's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Aam/himco Short's valuation are provided below:Aamhimco Short Duration does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Aam/himco |
Aam/himco Short 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Aam/himco Short's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Aam/himco Short.
| 11/21/2025 |
| 02/19/2026 |
If you would invest 0.00 in Aam/himco Short on November 21, 2025 and sell it all today you would earn a total of 0.00 from holding Aamhimco Short Duration or generate 0.0% return on investment in Aam/himco Short over 90 days. Aam/himco Short is related to or competes with Fidelity Advisor, Evaluator Conservative, Huber Capital, Pimco Diversified, Massmutual Premier, and Prudential Core. The fund has an investment policy whereby at least 80 percent of the funds net assets will be invested, under normal cir... More
Aam/himco Short Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Aam/himco Short's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Aamhimco Short Duration upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1069 | |||
| Information Ratio | (0.46) | |||
| Maximum Drawdown | 0.2982 | |||
| Value At Risk | (0.1) | |||
| Potential Upside | 0.0993 |
Aam/himco Short Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aam/himco Short's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Aam/himco Short's standard deviation. In reality, there are many statistical measures that can use Aam/himco Short historical prices to predict the future Aam/himco Short's volatility.| Risk Adjusted Performance | 0.1115 | |||
| Jensen Alpha | 0.0076 | |||
| Total Risk Alpha | 0.0051 | |||
| Sortino Ratio | (0.27) | |||
| Treynor Ratio | 0.6842 |
Aam/himco Short February 19, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1115 | |||
| Market Risk Adjusted Performance | 0.6942 | |||
| Mean Deviation | 0.0472 | |||
| Downside Deviation | 0.1069 | |||
| Coefficient Of Variation | 346.68 | |||
| Standard Deviation | 0.0624 | |||
| Variance | 0.0039 | |||
| Information Ratio | (0.46) | |||
| Jensen Alpha | 0.0076 | |||
| Total Risk Alpha | 0.0051 | |||
| Sortino Ratio | (0.27) | |||
| Treynor Ratio | 0.6842 | |||
| Maximum Drawdown | 0.2982 | |||
| Value At Risk | (0.1) | |||
| Potential Upside | 0.0993 | |||
| Downside Variance | 0.0114 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (0.10) | |||
| Skewness | 0.2283 | |||
| Kurtosis | 0.3229 |
Aamhimco Short Duration Backtested Returns
At this stage we consider Aam/himco Mutual Fund to be very steady. Aamhimco Short Duration secures Sharpe Ratio (or Efficiency) of 0.29, which signifies that the fund had a 0.29 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Aamhimco Short Duration, which you can use to evaluate the volatility of the entity. Please confirm Aam/himco Short's Mean Deviation of 0.0472, risk adjusted performance of 0.1115, and Coefficient Of Variation of 346.68 to double-check if the risk estimate we provide is consistent with the expected return of 0.0168%. The fund shows a Beta (market volatility) of 0.0117, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Aam/himco Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aam/himco Short is expected to be smaller as well.
Auto-correlation | 0.90 |
Excellent predictability
Aamhimco Short Duration has excellent predictability. Overlapping area represents the amount of predictability between Aam/himco Short time series from 21st of November 2025 to 5th of January 2026 and 5th of January 2026 to 19th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Aamhimco Short Duration price movement. The serial correlation of 0.9 indicates that approximately 90.0% of current Aam/himco Short price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.9 | |
| Spearman Rank Test | 0.96 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Aamhimco Short Duration has a Five Year Return of 3.3512%. This is much higher than that of the AAM family and significantly higher than that of the Ultrashort Bond category. The five year return for all United States funds is notably lower than that of the firm.
Aamhimco Short Duration Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aam/himco Short's current stock value. Our valuation model uses many indicators to compare Aam/himco Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aam/himco Short competition to find correlations between indicators driving Aam/himco Short's intrinsic value. More Info.Aamhimco Short Duration is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 14.48 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Aam/himco Short's earnings, one of the primary drivers of an investment's value.Aam/himco Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Aam/himco Short's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Aam/himco Short could also be used in its relative valuation, which is a method of valuing Aam/himco Short by comparing valuation metrics of similar companies.Aamhimco Short is currently under evaluation in five year return among similar funds.
Aam/himco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aam/himco Short's current stock value. Our valuation model uses many indicators to compare Aam/himco Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aam/himco Short competition to find correlations between indicators driving Aam/himco Short's intrinsic value. More Info.Aamhimco Short Duration is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 14.48 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Aam/himco Short's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Aam/himco Short
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Aam/himco Short's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Aam/himco Fundamentals
| Total Asset | 343.17 M | ||||
| Annual Yield | 0.04 % | ||||
| Year To Date Return | 0.59 % | ||||
| One Year Return | 5.74 % | ||||
| Three Year Return | 5.60 % | ||||
| Five Year Return | 3.35 % | ||||
| Net Asset | 393.46 M | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 8.30 % | ||||
| Bond Positions Weight | 15.05 % |
About Aam/himco Short Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Aamhimco Short Duration's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Aam/himco Short using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Aamhimco Short Duration based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund has an investment policy whereby at least 80 percent of the funds net assets will be invested, under normal circumstances, in fixed income instruments. It normally invests at least 65 percent of its total assets in investment grade securities. The fund may invest up to 35 percent of its total assets in non-investment grade securities , as well as bank loans and loan participation interests.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Aam/himco Mutual Fund
Aam/himco Short financial ratios help investors to determine whether Aam/himco 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 Aam/himco with respect to the benefits of owning Aam/himco Short security.
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