Shenkman Short Duration Fund Manager Performance Evaluation
| SCFFX Fund | USD 9.91 0.01 0.10% |
The entity has a beta of 0.055, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Shenkman Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Shenkman Short is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Shenkman Short Duration are ranked lower than 24 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Shenkman Short is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio Date | 28th of January 2025 | |
| Expense Ratio | 0.7600 |
Shenkman |
Shenkman Short Relative Risk vs. Return Landscape
If you would invest 978.00 in Shenkman Short Duration on November 1, 2025 and sell it today you would earn a total of 13.00 from holding Shenkman Short Duration or generate 1.33% return on investment over 90 days. Shenkman Short Duration is currently producing 0.022% returns and takes up 0.0728% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Shenkman, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Shenkman Short Current Valuation
Overvalued
Today
Please note that Shenkman Short's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Shenkman Short Duration has a current Real Value of $9.1 per share. The regular price of the fund is $9.91. We determine the value of Shenkman Short Duration 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 Shenkman Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Shenkman Mutual Fund. However, Shenkman Short'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 9.91 | Real 9.1 | Hype 9.91 | Naive 9.9 |
The intrinsic value of Shenkman Short'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 Shenkman Short'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 Shenkman Short Duration helps investors to forecast how Shenkman 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 Shenkman Short more accurately as focusing exclusively on Shenkman Short's fundamentals will not take into account other important factors: Shenkman Short Target Price Odds to finish over Current Price
The tendency of Shenkman 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 |
| 9.91 | 90 days | 9.91 | about 13.41 |
Based on a normal probability distribution, the odds of Shenkman Short to move above the current price in 90 days from now is about 13.41 (This Shenkman Short Duration probability density function shows the probability of Shenkman Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Shenkman Short has a beta of 0.055. This usually implies as returns on the market go up, Shenkman Short average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Shenkman Short Duration will be expected to be much smaller as well. Additionally Shenkman Short Duration has an alpha of 0.0057, implying that it can generate a 0.005665 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Shenkman Short Price Density |
| Price |
Predictive Modules for Shenkman Short
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Shenkman Short Duration. 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.Shenkman Short Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Shenkman Short is not an exception. The market had few large corrections towards the Shenkman Short'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 Shenkman Short Duration, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Shenkman Short within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.06 | |
σ | Overall volatility | 0.05 | |
Ir | Information ratio | -0.58 |
Shenkman Short 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 Shenkman Short for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Shenkman Short Duration 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 96.58% of its assets in bonds |
Shenkman Short Fundamentals Growth
Shenkman Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Shenkman Short, and Shenkman Short 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 Shenkman Mutual Fund performance.
| Total Asset | 920.01 M | ||||
About Shenkman Short Performance
Evaluating Shenkman Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Shenkman Short 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 Shenkman Short 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 market conditions, the fund will invest at least 80 percent of its net assets in fixed income securities, bank loans and other instruments issued by companies that are rated below investment grade. It generally invests in high yield instruments rated CCC or better by SP or Moodys, but retains the discretion to invest in even lower rated instruments. The fixed income securities, bank loans and other instruments in which the fund invests include traditional corporate bonds, U.S. government obligations and bank loans to corporate borrowers, and may have fixed, floating or variable rates.Things to note about Shenkman Short Duration performance evaluation
Checking the ongoing alerts about Shenkman Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Shenkman Short Duration 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 96.58% of its assets in bonds |
- Analyzing Shenkman Short'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 Shenkman Short's stock is overvalued or undervalued compared to its peers.
- Examining Shenkman Short'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 Shenkman Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Shenkman Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Shenkman Short's mutual fund. These opinions can provide insight into Shenkman Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Shenkman Mutual Fund
Shenkman Short financial ratios help investors to determine whether Shenkman 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 Shenkman with respect to the benefits of owning Shenkman Short security.
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