Short Term Bond Fund Key Fundamental Indicators
| RAMAX Fund | USD 9.44 0.01 0.11% |
As of the 3rd of February, Short-term Bond has the Standard Deviation of 0.084, risk adjusted performance of (0.01), and Downside Deviation of 0.1239. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Short Term Bond, as well as the relationship between them.
Short-term Bond'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-term Bond's valuation are provided below:Short Term 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-term |
Short-term Bond '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-term Bond'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-term Bond.
| 11/05/2025 |
| 02/03/2026 |
If you would invest 0.00 in Short-term Bond on November 5, 2025 and sell it all today you would earn a total of 0.00 from holding Short Term Bond Fund or generate 0.0% return on investment in Short-term Bond over 90 days. Short-term Bond is related to or competes with Franklin Lifesmart, Fidelity Managed, American Funds, Pro-blend(r) Moderate, Great-west Moderately, Dimensional Retirement, and Calvert Moderate. The fund will invest at least 80 percent of its assets in bonds More
Short-term Bond 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-term Bond'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 Term Bond Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1239 | |||
| Information Ratio | (0.57) | |||
| Maximum Drawdown | 0.4253 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.1065 |
Short-term Bond Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Short-term Bond's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Short-term Bond's standard deviation. In reality, there are many statistical measures that can use Short-term Bond historical prices to predict the future Short-term Bond's volatility.| Risk Adjusted Performance | (0.01) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.38) | |||
| Treynor Ratio | (0.38) |
Short-term Bond February 3, 2026 Technical Indicators
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| Volume Indicators |
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.37) | |||
| Mean Deviation | 0.0543 | |||
| Downside Deviation | 0.1239 | |||
| Coefficient Of Variation | 1039.34 | |||
| Standard Deviation | 0.084 | |||
| Variance | 0.0071 | |||
| Information Ratio | (0.57) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.38) | |||
| Treynor Ratio | (0.38) | |||
| Maximum Drawdown | 0.4253 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.1065 | |||
| Downside Variance | 0.0154 | |||
| Semi Variance | (0) | |||
| Expected Short fall | (0.13) | |||
| Skewness | 0.6388 | |||
| Kurtosis | 2.48 |
Short Term Bond Backtested Returns
At this stage we consider Short-term Mutual Fund to be very steady. Short Term Bond owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.11, which indicates the fund had a 0.11 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Short Term Bond Fund, which you can use to evaluate the volatility of the fund. Please validate Short-term Bond's Standard Deviation of 0.084, risk adjusted performance of (0.01), and Downside Deviation of 0.1239 to confirm if the risk estimate we provide is consistent with the expected return of 0.0089%. The entity has a beta of 0.0051, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Short-term Bond's returns are expected to increase less than the market. However, during the bear market, the loss of holding Short-term Bond is expected to be smaller as well.
Auto-correlation | -0.2 |
Insignificant reverse predictability
Short Term Bond Fund has insignificant reverse predictability. Overlapping area represents the amount of predictability between Short-term Bond time series from 5th of November 2025 to 20th of December 2025 and 20th of December 2025 to 3rd 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 Term Bond price movement. The serial correlation of -0.2 indicates that over 20.0% of current Short-term Bond price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.2 | |
| Spearman Rank Test | 0.31 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Short Term Bond Fund has an Annual Yield of 0.0317%. This is much higher than that of the American Funds family and significantly higher than that of the Short-Term Bond category. The annual yield for all United States funds is notably lower than that of the firm.
Short Term Bond Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Short-term Bond's current stock value. Our valuation model uses many indicators to compare Short-term Bond value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Short-term Bond competition to find correlations between indicators driving Short-term Bond's intrinsic value. More Info.Short Term Bond Fund is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 3.71 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-term Bond's earnings, one of the primary drivers of an investment's value.Short-term Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Short-term Bond's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Short-term Bond could also be used in its relative valuation, which is a method of valuing Short-term Bond by comparing valuation metrics of similar companies.Short Term is currently under evaluation in annual yield among similar funds.
Short-term Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Short-term Bond's current stock value. Our valuation model uses many indicators to compare Short-term Bond value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Short-term Bond competition to find correlations between indicators driving Short-term Bond's intrinsic value. More Info.Short Term Bond Fund is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 3.71 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-term Bond's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Short-term Bond
The fund consists of 87.7% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.Asset allocation divides Short-term Bond'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-term Fundamentals
| Total Asset | 11.54 B | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 0.12 % | ||||
| One Year Return | 3.98 % | ||||
| Three Year Return | 3.52 % | ||||
| Five Year Return | 0.97 % | ||||
| Ten Year Return | 0.36 % | ||||
| Net Asset | 6.19 B | ||||
| Minimum Initial Investment | 250 | ||||
| Cash Position Weight | 10.78 % | ||||
| Bond Positions Weight | 87.70 % |
About Short-term Bond Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Short Term Bond Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Short-term Bond using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Short Term 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.The fund will invest at least 80 percent of its assets in bonds . It maintains a portfolio of bonds, other debt securities and money market instruments having a dollar-weighted average effective maturity no greater than three years and consisting primarily of debt securities rated AA- or Aa3 or better. The fund primarily invests in debt securities denominated in U.S. dollars. It may invest up to 10 percent of its assets in debt securities in the A rating category.
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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 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.
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