Short Duration Income Fund Manager Performance Evaluation
| WSHNX Fund | USD 11.95 0.02 0.17% |
The entity has a beta of 0.0, which indicates not very significant fluctuations relative to the market. the returns on MARKET and Short Duration are completely uncorrelated.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Short Duration Income are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic 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 | 24th of October 2022 | |
| Expense Ratio | 0.6500 |
SHORT |
Short Duration Relative Risk vs. Return Landscape
If you would invest 1,184 in Short Duration Income on August 29, 2024 and sell it today you would earn a total of 11.00 from holding Short Duration Income or generate 0.93% return on investment over 90 days. Short Duration Income is currently producing 0.0147% returns and takes up 0.1134% volatility of returns over 90 trading days. Put another way, 1% 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 $10.99 per share. The regular price of the fund is $11.95. 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 11.95 | Real 10.99 | Hype 11.95 | Naive 11.93 |
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 = 0.13
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WSHNX |
Estimated Market Risk
| 0.11 actual daily | 0 100% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Short Duration is performing at about 10% of its full potential. 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 it 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.
| Price To Earning | 12.62 X | |||
| Price To Book | 0.89 X | |||
| Price To Sales | 4.46 X | |||
| Total Asset | 42.07 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.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in debt securities. These debt securities may include U.S. government securities , corporate debt securities, other mortgage-backed securities, asset-backed securities and securities issued by foreign governments, which may include sovereign debt.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.| The fund keeps about 5.13% of its net assets in cash |
- 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.
Other Information on Investing in SHORT Mutual Fund
Short Duration financial ratios help investors to determine whether SHORT 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 with respect to the benefits of owning Short Duration security.
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