Short Term Bond Fund Manager Performance Evaluation

The entity has a beta of -0.0011, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Short-term Bond are expected to decrease at a much lower rate. During the bear market, Short-term Bond is likely to outperform the market.

Risk-Adjusted Performance

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Over the last 90 days Short Term Bond Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Short-term Bond is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date1st of November 2022
Expense Ratio0.6800
  

Short-term Bond Relative Risk vs. Return Landscape

If you would invest  945.00  in Short Term Bond Fund on December 29, 2023 and sell it today you would earn a total of  3.00  from holding Short Term Bond Fund or generate 0.32% return on investment over 90 days. Short Term Bond Fund is currently producing 0.0052% returns and takes up 0.1501% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Short-term, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Short-term Bond is expected to generate 25.52 times less return on investment than the market. But when comparing it to its historical volatility, the company is 3.82 times less risky than the market. It trades about 0.03 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 of returns per unit of risk over similar time horizon.

Short-term Bond Current Valuation

Undervalued
Today
9.48
Please note that Short-term Bond's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Short-term Bond Fund current Real Value cannot be determined due to lack of data. The regular price of Short-term Bond Fund is $9.48. We determine the value of Short-term Bond Fund from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for Short Term Bond Fund is useful when determining the fair value of the Short-term mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Short-term Bond. Since Short-term Bond is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Short-term Mutual Fund. However, Short-term Bond's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  9.48 Real  0.0 Hype  0.0 Naive  9.47
The real value of Short-term Mutual Fund, also known as its intrinsic value, is the underlying worth of Short-term Bond Fund Mutual Fund, which is reflected in its stock price. It is based on Short-term Bond's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Short-term Bond's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Short-term Bond's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
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Real Value
0.15
Upside
Estimating the potential upside or downside of Short Term Bond Fund helps investors to forecast how Short-term mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Short-term Bond more accurately as focusing exclusively on Short-term Bond's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.489.489.48
Details
Hype
Prediction
LowEstimatedHigh
0.000.000.15
Details
Potential
Annual Dividend
LowForecastedHigh
0.030.030.03
Details

Short-term Bond Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Short-term Bond's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Short Term Bond Fund, and traders can use it to determine the average amount a Short-term Bond's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0348

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Estimated Market Risk

 0.15
  actual daily
1
99% of assets are more volatile

Expected Return

 0.01
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.03
  actual daily
2
98% of assets perform better
Based on monthly moving average Short-term Bond is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Short-term Bond by adding it to a well-diversified portfolio.

Short-term Bond Fundamentals Growth

Short-term Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Short-term Bond, and Short-term Bond fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Short-term Mutual Fund performance.

About Short-term Bond Performance

To evaluate Short-term Bond Fund Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Short-term Bond generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Short-term Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Short-term Bond Fund market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Short-term's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks current income, consistent with the maturity and quality standards described in the prospectus, and preservation of capital. American Fds is traded on NASDAQ Exchange in the United States.

Things to note about Short-term Bond Fund performance evaluation

Checking the ongoing alerts about Short-term Bond for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Short-term Bond Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund generated three year return of 0.0%
Short-term Bond Fund holds about 11.47% of its assets under management (AUM) in cash
Evaluating Short-term Bond's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Short-term Bond's mutual fund performance include:
  • Analyzing Short-term Bond's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Short-term Bond's stock is overvalued or undervalued compared to its peers.
  • Examining Short-term Bond's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Short-term Bond's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Short-term Bond's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Short-term Bond's mutual fund. These opinions can provide insight into Short-term Bond's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Short-term Bond's mutual fund performance is not an exact science, and many factors can impact Short-term Bond's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Short Term Bond Fund. 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 Short-term Bond Fund information on this page should be used as a complementary analysis to other Short-term Bond'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.

Complementary Tools for Short-term Mutual Fund analysis

When running Short-term Bond's price analysis, check to measure Short-term Bond's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Short-term Bond is operating at the current time. Most of Short-term Bond's value examination focuses on studying past and present price action to predict the probability of Short-term Bond's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Short-term Bond's price. Additionally, you may evaluate how the addition of Short-term Bond to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Short-term Bond's value and its price as these two are different measures arrived at by different means. Investors typically determine if Short-term Bond is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Short-term Bond's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.