Short Intermediate Bond Fund Five Year Return
| FOSPX Fund | USD 9.07 0.02 0.22% |
Short Intermediate Bond Fund fundamentals help investors to digest information that contributes to Short-intermediate's financial success or failures. It also enables traders to predict the movement of Short-intermediate Mutual Fund. The fundamental analysis module provides a way to measure Short-intermediate's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Short-intermediate mutual fund.
Short-intermediate |
Short Intermediate Bond Fund Mutual Fund Five Year Return Analysis
Short-intermediate's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
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Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Short-intermediate Five Year Return | 1.86 % |
Most of Short-intermediate's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Short Intermediate Bond Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
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According to the company disclosure, Short Intermediate Bond Fund has a Five Year Return of 1.8591%. This is much higher than that of the Tributary Funds family and significantly higher than that of the Short-Term Bond category. The five year return for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Short-intermediate
The fund consists of 96.43% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.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 to buy 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 buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Short-intermediate Fundamentals
| Total Asset | 237.51 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 4.58 % | ||||
| One Year Return | 6.60 % | ||||
| Three Year Return | 1.89 % | ||||
| Five Year Return | 1.86 % | ||||
| Ten Year Return | 2.45 % | ||||
| Net Asset | 173.64 M | ||||
| Minimum Initial Investment | 5 M | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 3.35 % | ||||
| Bond Positions Weight | 96.43 % |
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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