Short Intermediate Financials
| FOSPX Fund | USD 9.09 0.01 0.11% |
Short |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Short Intermediate Fund Summary
Short Intermediate competes with Artisan Select, Us Vector, Huber Capital, Touchstone International, and Locorr Dynamic. Under normal market conditions, the Advisor intends to invest primarily all, but must invest at least 80, of its net assets, plus any borrowing for investment purposes, in fixed income securities. The fund invests primarily in debt securities rated within the four highest credit categories by at least one nationally recognized statistical rating organization, or if unrated, deemed to be of comparable quality by the funds sub-adviser, First National Fund Advisers.Specialization | Short-Term Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US89609H1005 |
| Business Address | Tributary Funds, |
| Mutual Fund Family | Tributary Funds |
| Mutual Fund Category | Short-Term Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 662 4203 |
| Currency | USD - US Dollar |
Short Intermediate Key Financial Ratios
Short Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Short Intermediate's current stock value. Our valuation model uses many indicators to compare Short Intermediate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Short Intermediate competition to find correlations between indicators driving Short Intermediate's intrinsic value. More Info.Short Intermediate Bond Fund is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 2,786 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Short Intermediate's earnings, one of the primary drivers of an investment's value.Short Intermediate Bond Systematic Risk
Short Intermediate's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Short Intermediate volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Short Intermediate Bond correlated with the market. If Beta is less than 0 Short Intermediate generally moves in the opposite direction as compared to the market. If Short Intermediate Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Short Intermediate Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Short Intermediate is generally in the same direction as the market. If Beta > 1 Short Intermediate moves generally in the same direction as, but more than the movement of the benchmark.
Short Intermediate December 11, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Short Intermediate help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Short Intermediate Bond Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Short Intermediate Bond Fund based on widely used predictive technical indicators. In general, we focus on analyzing Short Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Short Intermediate's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1407 | |||
| Information Ratio | (1.07) | |||
| Maximum Drawdown | 0.5497 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.22 |
Other Information on Investing in Short Mutual Fund
Short Intermediate 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 Intermediate security.
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |