Short Duration Income Manager Performance
| MPLDXDelisted Fund | USD 8.05 0.00 0.00% |
The entity has a beta of 0.007, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Short Duration's returns are expected to increase less than the market. However, during the bear market, the loss of holding Short Duration is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Short Duration Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Short Duration is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 27th of January 2023 | |
| Expense Ratio | 0.3000 |
Short |
Short Duration Relative Risk vs. Return Landscape
If you would invest 805.00 in Short Duration Income on September 3, 2024 and sell it today you would earn a total of 0.00 from holding Short Duration Income or generate 0.0% return on investment over 90 days. Short Duration Income is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Short, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Short Duration Current Valuation
Overvalued
Today
Please note that Short Duration's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Short Duration Income has a current Real Value of $7.44 per share. The regular price of the fund is $8.05. We determine the value of Short Duration Income from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Short Duration is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Short Mutual Fund. However, Short Duration's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 8.05 | Real 7.44 | Hype 8.05 | Naive 8.05 |
The intrinsic value of Short Duration's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Short Duration's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Short Duration Income helps investors to forecast how Short mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Short Duration more accurately as focusing exclusively on Short Duration's fundamentals will not take into account other important factors: Short Duration Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Short Duration's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Short Duration Income, and traders can use it to determine the average amount a Short Duration's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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Based on monthly moving average Short Duration is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Short Duration by adding Short Duration to a well-diversified portfolio.
Short Duration Fundamentals Growth
Short Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Short Duration, and Short Duration fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Short Mutual Fund performance.
| Total Asset | 177.72 M | |||
About Short Duration Performance
Evaluating Short Duration's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Short Duration has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Short Duration has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks above-average total return over a market cycle of three to five years. Morgan Stanley is traded on NASDAQ Exchange in the United States.Things to note about Short Duration Income performance evaluation
Checking the ongoing alerts about Short Duration for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Short Duration Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Short Duration is not yet fully synchronised with the market data | |
| Short Duration has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains about 90.26% of its assets in bonds |
- Analyzing Short Duration's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Short Duration's stock is overvalued or undervalued compared to its peers.
- Examining Short Duration's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Short Duration's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Short Duration's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Short Duration's mutual fund. These opinions can provide insight into Short Duration's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
Other Consideration for investing in Short Mutual Fund
If you are still planning to invest in Short Duration Income check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Short Duration's history and understand the potential risks before investing.
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