Short Intermediate Bond Fund Net Income
| FOSIX Fund | USD 9.12 0.01 0.11% |
As of the 7th of February, Short-intermediate has the Risk Adjusted Performance of 0.0952, standard deviation of 0.1117, and Downside Deviation of 0.115. Short-intermediate technical analysis provides you with a way to harness past market data to determine a pattern that measures the direction of the fund's future prices.
Short-intermediate'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 Short-intermediate's valuation are provided below:Short Intermediate Bond Fund does not presently have any fundamental trend indicators 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. Short-intermediate |
Short-intermediate '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 Short-intermediate'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 Short-intermediate.
| 11/09/2025 |
| 02/07/2026 |
If you would invest 0.00 in Short-intermediate on November 9, 2025 and sell it all today you would earn a total of 0.00 from holding Short Intermediate Bond Fund or generate 0.0% return on investment in Short-intermediate over 90 days. Short-intermediate is related to or competes with Federated Total, Pfg American, Ashmore Emerging, Ashmore Emerging, American Beacon, American Beacon, and Balanced Fund. Under normal market conditions, the Advisor intends to invest primarily all, but must invest at least 80, of its net ass... More
Short-intermediate 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 Short-intermediate'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 Short Intermediate Bond Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.115 | |||
| Information Ratio | (0.61) | |||
| Maximum Drawdown | 0.5502 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.222 |
Short-intermediate Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Short-intermediate's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Short-intermediate's standard deviation. In reality, there are many statistical measures that can use Short-intermediate historical prices to predict the future Short-intermediate's volatility.| Risk Adjusted Performance | 0.0952 | |||
| Jensen Alpha | 0.0124 | |||
| Total Risk Alpha | 8.0E-4 | |||
| Sortino Ratio | (0.59) | |||
| Treynor Ratio | (1.76) |
Short-intermediate February 7, 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 | 0.0952 | |||
| Market Risk Adjusted Performance | (1.75) | |||
| Mean Deviation | 0.0766 | |||
| Downside Deviation | 0.115 | |||
| Coefficient Of Variation | 511.95 | |||
| Standard Deviation | 0.1117 | |||
| Variance | 0.0125 | |||
| Information Ratio | (0.61) | |||
| Jensen Alpha | 0.0124 | |||
| Total Risk Alpha | 8.0E-4 | |||
| Sortino Ratio | (0.59) | |||
| Treynor Ratio | (1.76) | |||
| Maximum Drawdown | 0.5502 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.222 | |||
| Downside Variance | 0.0132 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (0.18) | |||
| Skewness | 1.52 | |||
| Kurtosis | 3.2 |
Short Intermediate Bond Backtested Returns
At this stage we consider Short-intermediate Mutual Fund to be very steady. Short Intermediate Bond owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.21, which indicates the fund had a 0.21 % return per unit of risk over the last 3 months. We have found twenty-five technical indicators for Short Intermediate Bond Fund, which you can use to evaluate the volatility of the fund. Please validate Short-intermediate's Risk Adjusted Performance of 0.0952, downside deviation of 0.115, and Standard Deviation of 0.1117 to confirm if the risk estimate we provide is consistent with the expected return of 0.0236%. The entity has a beta of -0.0067, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Short-intermediate are expected to decrease at a much lower rate. During the bear market, Short-intermediate is likely to outperform the market.
Auto-correlation | 0.55 |
Modest predictability
Short Intermediate Bond Fund has modest predictability. Overlapping area represents the amount of predictability between Short-intermediate time series from 9th of November 2025 to 24th of December 2025 and 24th of December 2025 to 7th 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 Short Intermediate Bond price movement. The serial correlation of 0.55 indicates that about 55.0% of current Short-intermediate price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.55 | |
| Spearman Rank Test | 0.63 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Short Intermediate Bond Fund reported net income of 0.0. This indicator is about the same for the Tributary Funds average (which is currently at 0.0) family and about the same as Short-Term Bond (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Short-intermediate Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Short-intermediate's current stock value. Our valuation model uses many indicators to compare Short-intermediate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Short-intermediate competition to find correlations between indicators driving Short-intermediate's intrinsic value. More Info.Short Intermediate Bond Fund is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 4.77 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 Short-intermediate's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Short-intermediate
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 Short-intermediate'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.
Short-intermediate Fundamentals
| Total Asset | 4 M | ||||
| Annual Yield | 0.04 % | ||||
| Year To Date Return | 0.17 % | ||||
| One Year Return | 5.19 % | ||||
| Three Year Return | 4.97 % | ||||
| Five Year Return | 2.11 % | ||||
| Ten Year Return | 2.26 % | ||||
| Net Asset | 227.02 M | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 1.45 % | ||||
| Bond Positions Weight | 5.36 % |
About Short-intermediate Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Short Intermediate Bond Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Short-intermediate using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Short Intermediate Bond Fund 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.
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Short-intermediate financial ratios help investors to determine whether Short-intermediate 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-intermediate with respect to the benefits of owning Short-intermediate security.
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