Short Term Income Fund Manager Performance Evaluation

PSTPX Fund  USD 10.13  0.01  0.1%   
The entity has a beta of -0.0064, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Short-term Income are expected to decrease at a much lower rate. During the bear market, Short-term Income is likely to outperform the market.

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Short Term Income Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Short-term Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Short-term Income Relative Risk vs. Return Landscape

If you would invest  1,014  in Short Term Income Fund on October 20, 2025 and sell it today you would lose (1.00) from holding Short Term Income Fund or give up 0.1% of portfolio value over 90 days. Short Term Income Fund is currently producing negative expected returns and takes up 0.1558% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Short-term, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Short-term Income is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 4.42 times less risky than the market. the firm trades about -0.01 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.13 of returns per unit of risk over similar time horizon.

Short-term Income Current Valuation

Fairly Valued
Today
10.13
Please note that Short-term Income's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Short Term Income has a current Real Value of $10.14 per share. The regular price of the fund is $10.13. We determine the value of Short Term 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-term Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Short-term Mutual Fund. However, Short-term Income'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  10.13 Real  10.14 Hype  10.13 Naive  10.18
The intrinsic value of Short-term Income'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-term Income'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.
10.14
Real Value
10.30
Upside
Estimating the potential upside or downside of Short Term Income Fund helps investors to forecast how Short-term 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-term Income more accurately as focusing exclusively on Short-term Income's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.0610.1310.19
Details
Hype
Prediction
LowEstimatedHigh
9.9710.1310.29
Details
Naive
Forecast
LowNext ValueHigh
10.0210.1810.33
Details

Short-term Income Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Short-term Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Short Term Income Fund, and traders can use it to determine the average amount a Short-term Income'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 = -0.0093

High ReturnsBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsPSTPX
Based on monthly moving average Short-term Income 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-term Income by adding Short-term Income to a well-diversified portfolio.

Short-term Income Fundamentals Growth

Short-term Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Short-term Income, and Short-term Income 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-term Mutual Fund performance.

About Short-term Income Performance

Evaluating Short-term Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Short-term Income 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-term Income 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in debt securities. The funds investment in asset-backed securities may be comprised of loans or leases secured by motor vehicles or other equipment, consumer receivables from sources such as credit cards or student loans, or cash flows from operating assets such as royalties and leases.

Things to note about Short Term Income performance evaluation

Checking the ongoing alerts about Short-term Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Short Term Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Short Term Income generated a negative expected return over the last 90 days
The fund maintains about 95.26% of its assets in bonds
Evaluating Short-term Income's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Short-term Income's mutual fund performance include:
  • Analyzing Short-term Income'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-term Income's stock is overvalued or undervalued compared to its peers.
  • Examining Short-term Income'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-term Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Short-term Income's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Short-term Income's mutual fund. These opinions can provide insight into Short-term Income's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Short-term Income's mutual fund performance is not an exact science, and many factors can impact Short-term Income's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Short-term Mutual Fund

Short-term Income financial ratios help investors to determine whether Short-term 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-term with respect to the benefits of owning Short-term Income security.
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