Northern Ustreasury Financials
| BTIAX Fund | USD 18.86 0.08 0.43% |
Northern |
Please note that past performance is not an indicator of the future performance of Northern Ustreasury, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's 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.
Northern Ustreasury Fund Summary
Northern Ustreasury competes with United Kingdom, Foundry Partners, Eagle Small, Vy Columbia, and Hunter Small. The fund will invest substantially all of its net assets in a representative sample of the U.S. Treasury obligations included in the Bloomberg U.S. Treasury Index. It will buy and sell securities with the goal of achieving an overall duration and total return similar to that of the index. The Bloomberg U.S. Treasury Index is an unmanaged index that includes a broad range of U.S. Treasury obligations and is regarded as representative of U.S. Treasury bond performance overall.Specialization | Intermediate Government, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US6651623505 |
| Business Address | Northern Funds |
| Mutual Fund Family | Northern Funds |
| Mutual Fund Category | Intermediate Government |
| Benchmark | NYSE Composite |
| Phone | 800 595 9111 |
| Currency | USD - US Dollar |
You should never invest in Northern Ustreasury Index without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Northern Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Northern Ustreasury's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Northern Ustreasury Key Financial Ratios
Generally speaking, Northern Ustreasury's financial ratios allow both analysts and investors to convert raw data from Northern Ustreasury's financial statements into concise, actionable information that can be used to evaluate the performance of Northern Ustreasury over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Northern Ustreasury Index reports annually and quarterly.Northern Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Northern Ustreasury's current stock value. Our valuation model uses many indicators to compare Northern Ustreasury value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Northern Ustreasury competition to find correlations between indicators driving Northern Ustreasury's intrinsic value. More Info.Northern Ustreasury Index is the top fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 3,542 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Northern Ustreasury by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Northern Ustreasury's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Northern Ustreasury's earnings, one of the primary drivers of an investment's value.Northern Ustreasury Index Systematic Risk
Northern Ustreasury's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Northern Ustreasury 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Northern Ustreasury Index correlated with the market. If Beta is less than 0 Northern Ustreasury generally moves in the opposite direction as compared to the market. If Northern Ustreasury Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Northern Ustreasury Index is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Northern Ustreasury is generally in the same direction as the market. If Beta > 1 Northern Ustreasury moves generally in the same direction as, but more than the movement of the benchmark.
Northern Ustreasury May 4, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Northern Ustreasury help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Northern Ustreasury Index. We use our internally-developed statistical techniques to arrive at the intrinsic value of Northern Ustreasury Index based on widely used predictive technical indicators. In general, we focus on analyzing Northern Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Northern Ustreasury's daily price indicators and compare them against related drivers.
| Information Ratio | (0.25) | |||
| Maximum Drawdown | 1.62 | |||
| Value At Risk | (0.78) | |||
| Potential Upside | 0.4285 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Northern Ustreasury Index. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Northern Ustreasury Index information on this page should be used as a complementary analysis to other Northern Ustreasury's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.