Short Duration Strategic Fund Manager Performance Evaluation
The entity has a beta of 0.0139, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Short Duration's returns are expected to increase less than the market. However, during the bear market, the loss of holding Short Duration 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 Short Duration Strategic are ranked lower than 17 (%) 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 | 1st of August 2022 | |
| Expense Ratio | 0.5200 |
Short |
Short Duration Relative Risk vs. Return Landscape
If you would invest 890.00 in Short Duration Strategic on July 12, 2025 and sell it today you would earn a total of 16.00 from holding Short Duration Strategic or generate 1.8% return on investment over 90 days. Short Duration Strategic is currently producing 0.0284% returns and takes up 0.1297% 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 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 Strategic, 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 = 0.2188
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ASDVX |
Estimated Market Risk
| 0.13 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Short Duration is performing at about 17% 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.
| Total Asset | 193.72 M | ||||
Things to note about Short Duration Strategic 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 Strategic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Short Duration is not yet fully synchronised with the market data | |
| Short Duration has some characteristics of a very speculative penny stock | |
| The fund holds about 15.72% of its assets under management (AUM) in fixed income securities |
- 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.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
Other Tools for Short Mutual Fund
When running Short Duration's price analysis, check to measure Short Duration's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Short Duration is operating at the current time. Most of Short Duration's value examination focuses on studying past and present price action to predict the probability of Short Duration's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Short Duration's price. Additionally, you may evaluate how the addition of Short Duration to your portfolios can decrease your overall portfolio volatility.
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