Short Term Bond Fund Manager Performance Evaluation
| RAMAX Fund | USD 9.44 0.01 0.11% |
The entity has a beta of 0.0095, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Short-term Bond's returns are expected to increase less than the market. However, during the bear market, the loss of holding Short-term Bond is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Short Term Bond Fund are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Short-term Bond is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreShort-term |
Short-term Bond Relative Risk vs. Return Landscape
If you would invest 939.00 in Short Term Bond Fund on November 4, 2025 and sell it today you would earn a total of 5.00 from holding Short Term Bond Fund or generate 0.53% return on investment over 90 days. Short Term Bond Fund is currently producing 0.0086% returns and takes up 0.0776% volatility of returns over 90 trading days. Put another way, 0% 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 |
Short-term Bond Current Valuation
Overvalued
Today
Please note that Short-term Bond's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Short Term Bond has a current Real Value of $8.72 per share. The regular price of the fund is $9.44. We determine the value of Short Term Bond 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 Bond is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Short-term Mutual Fund. However, Short-term Bond'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 9.44 | Real 8.72 | Hype 9.77 | Naive 9.45 |
The intrinsic value of Short-term Bond'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 Bond'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 Term Bond 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 Bond more accurately as focusing exclusively on Short-term Bond's fundamentals will not take into account other important factors: Short-term Bond Target Price Odds to finish over Current Price
The tendency of Short-term Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 9.44 | 90 days | 9.44 | about 21.19 |
Based on a normal probability distribution, the odds of Short-term Bond to move above the current price in 90 days from now is about 21.19 (This Short Term Bond Fund probability density function shows the probability of Short-term Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Short-term Bond has a beta of 0.0095 indicating as returns on the market go up, Short-term Bond average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Short Term Bond Fund will be expected to be much smaller as well. Additionally Short Term Bond Fund has an alpha of 0.001, implying that it can generate a 9.68E-4 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Short-term Bond Price Density |
| Price |
Predictive Modules for Short-term Bond
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Short Term Bond. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Short-term Bond Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Short-term Bond is not an exception. The market had few large corrections towards the Short-term Bond's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Short Term Bond Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Short-term Bond within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.001 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 0.02 | |
Ir | Information ratio | -0.4 |
Short-term Bond Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Short-term Bond for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Short Term Bond can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 10.78% of its assets in cash |
Short-term Bond Fundamentals Growth
Short-term Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Short-term Bond, and Short-term Bond 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.
| Total Asset | 11.54 B | ||||
About Short-term Bond Performance
Evaluating Short-term Bond's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Short-term Bond 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 Bond 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 fund will invest at least 80 percent of its assets in bonds . It maintains a portfolio of bonds, other debt securities and money market instruments having a dollar-weighted average effective maturity no greater than three years and consisting primarily of debt securities rated AA- or Aa3 or better. The fund primarily invests in debt securities denominated in U.S. dollars. It may invest up to 10 percent of its assets in debt securities in the A rating category.Things to note about Short Term Bond performance evaluation
Checking the ongoing alerts about Short-term Bond for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Short Term Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 10.78% of its assets in cash |
- Analyzing Short-term Bond'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 Bond's stock is overvalued or undervalued compared to its peers.
- Examining Short-term Bond'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 Bond's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Short-term Bond's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Short-term Bond's mutual fund. These opinions can provide insight into Short-term Bond's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Short-term Mutual Fund
Short-term Bond 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 Bond security.
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