Income Fund Income Fund Manager Performance Evaluation
| UINCX Fund | USD 11.42 0.01 0.09% |
The fund retains a Market Volatility (i.e., Beta) of 0.0173, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Income Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Income Fund is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Income Fund Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Income Fund 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 | 1st of December 2019 | |
| Expense Ratio | 0.8500 |
Income |
Income Fund Relative Risk vs. Return Landscape
If you would invest 1,162 in Income Fund Income on August 25, 2024 and sell it today you would lose (20.00) from holding Income Fund Income or give up 1.72% of portfolio value over 90 days. Income Fund Income is currently producing negative expected returns and takes up 0.2534% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Income, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Income Fund Current Valuation
Overvalued
Today
Please note that Income Fund's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Income Fund Income retains a regular Real Value of $11.18 per share. The prevalent price of the fund is $11.42. We determine the value of Income Fund Income from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Income Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Income Mutual Fund. However, Income Fund'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 11.42 | Real 11.18 | Hype 11.42 | Naive 11.4 |
The intrinsic value of Income Fund'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 Income Fund'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 Income Fund Income helps investors to forecast how Income 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 Income Fund more accurately as focusing exclusively on Income Fund's fundamentals will not take into account other important factors: Income Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Income Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Income Fund Income, and traders can use it to determine the average amount a Income Fund'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 = -0.1058
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | UINCX |
Estimated Market Risk
| 0.25 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Income Fund 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 Income Fund by adding Income Fund to a well-diversified portfolio.
Income Fund Fundamentals Growth
Income Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Income Fund, and Income Fund 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 Income Mutual Fund performance.
| Price To Earning | 17.04 X | ||||
| Price To Book | 1.48 X | ||||
| Price To Sales | 2.20 X | ||||
| Total Asset | 85.53 M | ||||
About Income Fund Performance
Evaluating Income Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Income Fund 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 Income Fund 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 invests its assets primarily in U.S. dollar-denominated fixed-income securities that have been selected for their high yields relative to the risk involved. It will invest primarily in investment-grade securities but also may invest up to 10 percent of its net assets in below-investment-grade securities, which are sometimes referred as high-yield or junk bonds.Things to note about Income Fund Income performance evaluation
Checking the ongoing alerts about Income Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Income Fund Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Income Fund Income generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Income Fund Income keeps about 11.28% of its net assets in bonds |
- Analyzing Income Fund'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 Income Fund's stock is overvalued or undervalued compared to its peers.
- Examining Income Fund'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 Income Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Income Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Income Fund's mutual fund. These opinions can provide insight into Income Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Income Mutual Fund
Income Fund financial ratios help investors to determine whether Income 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 Income with respect to the benefits of owning Income Fund security.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |