The Short Term Municipal Fund Manager Performance Evaluation
| HCSBX Fund | USD 9.65 0.01 0.10% |
The entity has a beta of 0.0458, which indicates not very significant fluctuations relative to the market. As returns on the market increase, the Short-term's returns are expected to increase less than the market. However, during the bear market, the loss of holding the Short-term is expected to be smaller as well.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in The Short Term Municipal are ranked lower than 28 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental drivers, The Short-term is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
The |
The Short-term Relative Risk vs. Return Landscape
If you would invest 950.00 in The Short Term Municipal on April 17, 2025 and sell it today you would earn a total of 15.00 from holding The Short Term Municipal or generate 1.58% return on investment over 90 days. The Short Term Municipal is currently producing 0.0261% returns and takes up 0.071% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than The, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
The Short-term Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for The Short-term's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Short Term Municipal, and traders can use it to determine the average amount a The Short-term'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 = 0.3679
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| HCSBX |
Based on monthly moving average The Short-term is performing at about 28% 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 The Short-term by adding it to a well-diversified portfolio.
About The Short-term Performance
Evaluating The Short-term's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if The Short-term 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 The Short-term 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 Short-term is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about The Short-term performance evaluation
Checking the ongoing alerts about The Short-term for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for The Short-term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating The Short-term's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate The Short-term's mutual fund performance include:- Analyzing The Short-term'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 The Short-term's stock is overvalued or undervalued compared to its peers.
- Examining The Short-term'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 The Short-term's management team can have a significant impact on its success or failure. Reviewing the track record and experience of The Short-term's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of The Short-term's mutual fund. These opinions can provide insight into The Short-term's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in The Mutual Fund
The Short-term financial ratios help investors to determine whether The 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 The with respect to the benefits of owning The Short-term security.
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