Short-term Fund Financials
| PSHAX Fund | USD 9.66 0.00 0.00% |
Short-term |
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-term Fund Fund Summary
Short-term Fund competes with William Blair, Qs Global, Volumetric Fund, Touchstone Large, and Mirova Global. The fund normally invests at least 65 percent of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. Fixed Income Instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.Specialization | Ultrashort Bond, Ultrashort Bond |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US6933912114 |
| Business Address | PIMCO Investments LLC |
| Mutual Fund Family | PIMCO |
| Mutual Fund Category | Ultrashort Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 888 877 4626 |
| Currency | USD - US Dollar |
Short-term Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Short-term Fund's current stock value. Our valuation model uses many indicators to compare Short-term Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Short-term Fund competition to find correlations between indicators driving Short-term Fund's intrinsic value. More Info.Short Term Fund A is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 1,282 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-term Fund's earnings, one of the primary drivers of an investment's value.Short Term Fund Systematic Risk
Short-term Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Short-term Fund 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 twenty-eight with a total number of output elements of thirty-three. The Beta measures systematic risk based on how returns on Short Term Fund correlated with the market. If Beta is less than 0 Short-term Fund generally moves in the opposite direction as compared to the market. If Short-term Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Short Term Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Short-term Fund is generally in the same direction as the market. If Beta > 1 Short-term Fund moves generally in the same direction as, but more than the movement of the benchmark.
Short-term Fund December 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Short-term Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Short Term Fund A. We use our internally-developed statistical techniques to arrive at the intrinsic value of Short Term Fund A based on widely used predictive technical indicators. In general, we focus on analyzing Short-term Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Short-term Fund's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1138 | |||
| Information Ratio | (1.14) | |||
| Maximum Drawdown | 0.5248 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.1052 |
Other Information on Investing in Short-term Mutual Fund
Short-term Fund financial ratios help investors to determine whether Short-term 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-term with respect to the benefits of owning Short-term Fund security.
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