Short Intermediate Bond Fund Market Value
| FOSIX Fund | USD 9.11 0.01 0.11% |
| Symbol | 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.
| 10/27/2025 |
| 01/25/2026 |
If you would invest 0.00 in Short-intermediate on October 27, 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 | 0.1276 | |||
| Information Ratio | (0.56) | |||
| Maximum Drawdown | 0.552 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.2215 |
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 | 0.0551 | |||
| Jensen Alpha | 0.0051 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.48) | |||
| Treynor Ratio | 0.2804 |
Short-intermediate January 25, 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 | 0.0551 | |||
| Market Risk Adjusted Performance | 0.2904 | |||
| Mean Deviation | 0.0723 | |||
| Downside Deviation | 0.1276 | |||
| Coefficient Of Variation | 656.01 | |||
| Standard Deviation | 0.1101 | |||
| Variance | 0.0121 | |||
| Information Ratio | (0.56) | |||
| Jensen Alpha | 0.0051 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.48) | |||
| Treynor Ratio | 0.2804 | |||
| Maximum Drawdown | 0.552 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.2215 | |||
| Downside Variance | 0.0163 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.17) | |||
| Skewness | 1.42 | |||
| Kurtosis | 3.91 |
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 0.16, which indicates the fund had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-six 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 0.0551, standard deviation of 0.1101, and Downside Deviation of 0.1276 to confirm if the risk estimate we provide is consistent with the expected return of 0.0179%. The entity has a beta of 0.0242, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Short-intermediate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Short-intermediate is expected to be smaller as well.
Auto-correlation | 0.30 |
Below average predictability
Short Intermediate Bond Fund has below average predictability. Overlapping area represents the amount of predictability between Short-intermediate time series from 27th of October 2025 to 11th of December 2025 and 11th of December 2025 to 25th of January 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 0.3 indicates that nearly 30.0% of current Short-intermediate price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.3 | |
| Spearman Rank Test | 0.59 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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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-INTERMEDIATE Mutual Fund
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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