Sextant Short Financials
| STBFX Fund | USD 4.89 0.01 0.20% |
Sextant |
Please note that past performance is not an indicator of the future performance of Sextant Short, 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.
Sextant Short Fund Summary
Sextant Short competes with Sextant Growth, Sextant International, Sextant Bond, Sextant E, and Sextant Global. The fund invests at least 80 percent of its net assets in bonds, including corporate and government bonds. Under normal circumstances, its dollar-weighted average maturity does not exceed three years. The fund invests at least 80 percent of its net assets in bonds rated within the four highest grades assigned by a national bond rating agency at the time of purchase, inclusive of cash, and may invest up to 20 percent of its net assets in unrated and high-yield bonds .Specialization | Short-Term Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Saturna Investment Trust |
| Mutual Fund Family | Sextant Mutual Funds |
| Mutual Fund Category | Short-Term Bond |
| Benchmark | NYSE Composite |
| Phone | 800 728 8762 |
| Currency | USD - US Dollar |
Sextant Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sextant Short's current stock value. Our valuation model uses many indicators to compare Sextant Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sextant Short competition to find correlations between indicators driving Sextant Short's intrinsic value. More Info.Sextant Short Term Bond is rated below average in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 167.80 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Sextant Short by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Sextant Short'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 Sextant Short's earnings, one of the primary drivers of an investment's value.Sextant Short Term Systematic Risk
Sextant Short's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sextant Short 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 with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Sextant Short Term correlated with the market. If Beta is less than 0 Sextant Short generally moves in the opposite direction as compared to the market. If Sextant Short Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sextant Short Term is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sextant Short is generally in the same direction as the market. If Beta > 1 Sextant Short moves generally in the same direction as, but more than the movement of the benchmark.
Sextant Short May 18, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Sextant Short help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Sextant Short Term Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sextant Short Term Bond based on widely used predictive technical indicators. In general, we focus on analyzing Sextant Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sextant Short's daily price indicators and compare them against related drivers.
| Information Ratio | (1.14) | |||
| Maximum Drawdown | 0.4098 | |||
| Value At Risk | (0.20) | |||
| Potential Upside | 0.2049 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Sextant Short Term Bond. 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 census. Note that the Sextant Short Term information on this page should be used as a complementary analysis to other Sextant Short'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 Bonds Directory module to find actively traded corporate debentures issued by US companies.