Integrity Short Term Fund Manager Performance Evaluation
| MDSAX Fund | USD 8.51 0.01 0.11% |
The fund retains a Market Volatility (i.e., Beta) of -0.0246, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Integrity Short are expected to decrease at a much lower rate. During the bear market, Integrity Short is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Integrity Short Term are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Integrity Short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreIntegrity |
Integrity Short Relative Risk vs. Return Landscape
If you would invest 857.00 in Integrity Short Term on February 7, 2025 and sell it today you would earn a total of 17.00 from holding Integrity Short Term or generate 1.98% return on investment over 90 days. Integrity Short Term is currently producing 0.0318% returns and takes up 0.1657% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Integrity, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Integrity Short Current Valuation
Overvalued
Today
Please note that Integrity Short's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Integrity Short Term retains a regular Real Value of $8.5 per share. The prevalent price of the fund is $8.74. We determine the value of Integrity Short Term 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 Integrity Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Integrity Mutual Fund. However, Integrity Short'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 8.74 | Real 8.5 | Hype 8.74 | Naive 8.74 |
The intrinsic value of Integrity Short'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 Integrity Short'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 Integrity Short Term helps investors to forecast how Integrity 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 Integrity Short more accurately as focusing exclusively on Integrity Short's fundamentals will not take into account other important factors: Integrity Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Integrity Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Integrity Short Term, and traders can use it to determine the average amount a Integrity Short'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 = 0.1921
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MDSAX |
Estimated Market Risk
| 0.17 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
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Integrity Short is performing at about 15% 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 Integrity Short by adding it to a well-diversified portfolio.
Integrity Short Fundamentals Growth
Integrity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Integrity Short, and Integrity Short 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 Integrity Mutual Fund performance.
| Total Asset | 19.6 M | ||||
About Integrity Short Performance
Evaluating Integrity Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Integrity Short 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 Integrity Short 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 at least 95 percent of its assets in U.S. government and agency mortgage-backed securities and other securities issued or guaranteed by the U.S. government, its agencies or instrumentalities, and collateralized mortgage obligations , backed by U.S. government and agency MBS. Integrity Short is traded on NASDAQ Exchange in the United States.Things to note about Integrity Short Term performance evaluation
Checking the ongoing alerts about Integrity Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Integrity Short Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 7.56% of its assets in cash |
- Analyzing Integrity Short'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 Integrity Short's stock is overvalued or undervalued compared to its peers.
- Examining Integrity Short'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 Integrity Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Integrity Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Integrity Short's mutual fund. These opinions can provide insight into Integrity Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Integrity Mutual Fund
Integrity Short financial ratios help investors to determine whether Integrity 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 Integrity with respect to the benefits of owning Integrity Short security.
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