Short Term Investment Trust Fund Manager Performance Evaluation
| SRIXX Fund | USD 1.00 0.00 0.00% |
The entity has a beta of 0.0051, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Short-term Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Short-term Investment is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Short Term Investment Trust are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Short-term Investment is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
...moreShort-term |
Short-term Investment Relative Risk vs. Return Landscape
If you would invest 99.00 in Short Term Investment Trust on January 17, 2024 and sell it today you would earn a total of 1.00 from holding Short Term Investment Trust or generate 1.01% return on investment over 90 days. Short Term Investment Trust is currently producing 0.0163% returns and takes up 0.1283% volatility of returns over 90 trading days. Put another way, 1% of traded money market 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 Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Short-term Investment's investment risk. Standard deviation is the most common way to measure market volatility of money market funds, such as Short Term Investment Trust, and traders can use it to determine the average amount a Short-term Investment'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 = 0.127
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SRIXX |
Estimated Market Risk
| 0.13 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average Short-term Investment is performing at about 9% 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-term Investment by adding it to a well-diversified portfolio.
Short-term Investment Fundamentals Growth
Short-term Money Market Fund prices reflect investors' perceptions of the future prospects and financial health of Short-term Investment, and Short-term Investment 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 Money Market Fund performance.
| Total Asset | 488.38 M | |||
About Short-term Investment Performance
To evaluate Short Term Investment Money Market Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Short-term Investment generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Short-term Money Market Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Short Term Investment market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Short-term's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Short-term Investment is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Short Term Investment performance evaluation
Checking the ongoing alerts about Short-term Investment for important developments is a great way to find new opportunities for your next move. Money Market Fund alerts and notifications screener for Short Term Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Short-term Investment has some characteristics of a very speculative penny stock | |
| The fund maintains all of the assets in different exotic instruments |
- Analyzing Short-term Investment'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 Investment's stock is overvalued or undervalued compared to its peers.
- Examining Short-term Investment'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 Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Short-term Investment's management team can help you assess the Money Market Fund's leadership.
- Pay attention to analyst opinions and ratings of Short-term Investment's money market fund. These opinions can provide insight into Short-term Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Short Term Investment Trust. Also, note that the market value of any money market fund could be tightly coupled with the direction of predictive economic indicators such as signals in interest. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
Please note, there is a significant difference between Short-term Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if Short-term Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Short-term Investment's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.