Ultra Short Term Bond Fund Ten Year Return
| UUSIX Fund | USD 10.08 0.01 0.1% |
Ultra Short Term Bond fundamentals help investors to digest information that contributes to Ultra Short-term's financial success or failures. It also enables traders to predict the movement of Ultra Mutual Fund. The fundamental analysis module provides a way to measure Ultra Short-term'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 Ultra Short-term mutual fund.
Ultra |
Ultra Short Term Bond Mutual Fund Ten Year Return Analysis
Ultra Short-term's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Ultra Short Term Bond has a Ten Year Return of 0.0%. This indicator is about the same for the USAA average (which is currently at 0.0) family and about the same as Ultrashort 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).
Ultra Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ultra Short-term's direct or indirect competition against its Ten 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 Ultra Short-term could also be used in its relative valuation, which is a method of valuing Ultra Short-term by comparing valuation metrics of similar companies.Ultra Short is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Ultra Short-term
The fund consists of 85.86% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.Asset allocation divides Ultra Short-term'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.
Ultra Fundamentals
| Total Asset | 290.98 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 5.87 % | ||||
| One Year Return | 6.90 % | ||||
| Three Year Return | 3.87 % | ||||
| Five Year Return | 3.14 % | ||||
| Net Asset | 301.15 M | ||||
| Minimum Initial Investment | 1000 K | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 10.96 % | ||||
| Bond Positions Weight | 85.86 % |
About Ultra Short-term Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ultra Short Term Bond's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ultra Short-term using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ultra Short Term Bond 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.
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 Ultra Mutual Fund
Ultra Short-term financial ratios help investors to determine whether Ultra 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 Ultra with respect to the benefits of owning Ultra Short-term security.
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios |