Short Intermediate Bond Fund One Year Return
| FOSPX Fund | USD 9.09 0.01 0.11% |
Short Intermediate Bond Fund fundamentals help investors to digest information that contributes to Short Intermediate's financial success or failures. It also enables traders to predict the movement of Short Mutual Fund. The fundamental analysis module provides a way to measure Short Intermediate's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Short Intermediate mutual fund.
Short |
Short Intermediate Bond Fund Mutual Fund One Year Return Analysis
Short Intermediate's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Short Intermediate One Year Return | 6.37 % |
Most of Short Intermediate's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Short Intermediate Bond Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Short Intermediate Bond Fund has an One Year Return of 6.3727%. This is much higher than that of the Tributary Funds family and significantly higher than that of the Short-Term Bond category. The one year return for all United States funds is notably lower than that of the firm.
Short One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Short Intermediate's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Short Intermediate could also be used in its relative valuation, which is a method of valuing Short Intermediate by comparing valuation metrics of similar companies.Short Intermediate is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Short Intermediate
The fund consists of 96.43% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.Asset allocation divides Short Intermediate's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Short Fundamentals
| Total Asset | 237.51 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 5.29 % | ||||
| One Year Return | 6.37 % | ||||
| Three Year Return | 2.13 % | ||||
| Five Year Return | 2.00 % | ||||
| Ten Year Return | 2.45 % | ||||
| Net Asset | 173.64 M | ||||
| Minimum Initial Investment | 5 M | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 3.35 % | ||||
| Bond Positions Weight | 96.43 % |
About Short Intermediate Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Short Intermediate Bond Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Short Intermediate using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Short Intermediate Bond Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |