Ultra Short Fixed Income Fund Market Value
| SWSFX Fund | USD 10.33 0.01 0.1% |
| Symbol | Ultra-short |
Ultra-short Fixed '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 Ultra-short Fixed'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 Ultra-short Fixed.
| 10/24/2025 |
| 01/22/2026 |
If you would invest 0.00 in Ultra-short Fixed on October 24, 2025 and sell it all today you would earn a total of 0.00 from holding Ultra Short Fixed Income or generate 0.0% return on investment in Ultra-short Fixed over 90 days. Ultra-short Fixed is related to or competes with Inverse Government, Short Term, Virtus Seix, Voya Government, Goldman Sachs, and Ridgeworth Seix. The fund will, under normal circumstances, invest primarily in fixed-income securities More
Ultra-short Fixed 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 Ultra-short Fixed'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 Ultra Short Fixed Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1049 | |||
| Information Ratio | (1.02) | |||
| Maximum Drawdown | 0.4884 | |||
| Value At Risk | (0.1) | |||
| Potential Upside | 0.0975 |
Ultra-short Fixed Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ultra-short Fixed's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Ultra-short Fixed's standard deviation. In reality, there are many statistical measures that can use Ultra-short Fixed historical prices to predict the future Ultra-short Fixed's volatility.| Risk Adjusted Performance | 0.0503 | |||
| Jensen Alpha | 0.0011 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.85) | |||
| Treynor Ratio | 0.1238 |
Ultra-short Fixed January 22, 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 | 0.0503 | |||
| Market Risk Adjusted Performance | 0.1338 | |||
| Mean Deviation | 0.0461 | |||
| Downside Deviation | 0.1049 | |||
| Coefficient Of Variation | 592.12 | |||
| Standard Deviation | 0.0875 | |||
| Variance | 0.0077 | |||
| Information Ratio | (1.02) | |||
| Jensen Alpha | 0.0011 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.85) | |||
| Treynor Ratio | 0.1238 | |||
| Maximum Drawdown | 0.4884 | |||
| Value At Risk | (0.1) | |||
| Potential Upside | 0.0975 | |||
| Downside Variance | 0.011 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.18) | |||
| Skewness | 2.85 | |||
| Kurtosis | 10.37 |
Ultra Short Fixed Backtested Returns
At this stage we consider Ultra-short Mutual Fund to be very steady. Ultra Short Fixed owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.12, which indicates the fund had a 0.12 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Ultra Short Fixed Income, which you can use to evaluate the volatility of the fund. Please validate Ultra-short Fixed's Risk Adjusted Performance of 0.0503, downside deviation of 0.1049, and Standard Deviation of 0.0875 to confirm if the risk estimate we provide is consistent with the expected return of 0.0096%. The entity has a beta of 0.0386, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Ultra-short Fixed's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ultra-short Fixed is expected to be smaller as well.
Auto-correlation | 0.17 |
Very weak predictability
Ultra Short Fixed Income has very weak predictability. Overlapping area represents the amount of predictability between Ultra-short Fixed time series from 24th of October 2025 to 8th of December 2025 and 8th of December 2025 to 22nd 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 Ultra Short Fixed price movement. The serial correlation of 0.17 indicates that over 17.0% of current Ultra-short Fixed price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.17 | |
| Spearman Rank Test | 0.05 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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Ultra-short Fixed financial ratios help investors to determine whether Ultra-short 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-short with respect to the benefits of owning Ultra-short Fixed security.
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