Ultra Short Fixed Income Fund Market Value
| SWSFX Fund | USD 10.34 0.00 0.00% |
| 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.
| 11/21/2025 |
| 02/19/2026 |
If you would invest 0.00 in Ultra-short Fixed on November 21, 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 Northern Bond, Northern E, Northern Arizona, Northern Emerging, Northern Fixed, Northern Income, and Northern International. 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.
| Information Ratio | (0.32) | |||
| Maximum Drawdown | 0.4889 | |||
| Value At Risk | (0.1) | |||
| Potential Upside | 0.0979 |
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 | 0.0777 | |||
| Jensen Alpha | 0.0072 | |||
| Total Risk Alpha | 0.0035 | |||
| Treynor Ratio | 0.5811 |
Ultra-short Fixed February 19, 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 | 0.0777 | |||
| Market Risk Adjusted Performance | 0.5911 | |||
| Mean Deviation | 0.0435 | |||
| Coefficient Of Variation | 509.37 | |||
| Standard Deviation | 0.0903 | |||
| Variance | 0.0082 | |||
| Information Ratio | (0.32) | |||
| Jensen Alpha | 0.0072 | |||
| Total Risk Alpha | 0.0035 | |||
| Treynor Ratio | 0.5811 | |||
| Maximum Drawdown | 0.4889 | |||
| Value At Risk | (0.1) | |||
| Potential Upside | 0.0979 | |||
| Skewness | 3.69 | |||
| Kurtosis | 15.66 |
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 0.21, which indicates the fund had a 0.21 % return per unit of risk over the last 3 months. We have found nineteen 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 0.0777, variance of 0.0082, and Coefficient Of Variation of 509.37 to confirm if the risk estimate we provide is consistent with the expected return of 0.0198%. The entity has a beta of 0.0133, 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 | 0.74 |
Good predictability
Ultra Short Fixed Income has good predictability. Overlapping area represents the amount of predictability between Ultra-short Fixed time series from 21st of November 2025 to 5th of January 2026 and 5th of January 2026 to 19th 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 Ultra Short Fixed price movement. The serial correlation of 0.74 indicates that around 74.0% of current Ultra-short Fixed price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.74 | |
| Spearman Rank Test | 0.93 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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-short Mutual Fund
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.
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like |