Conservative Income Financials
| COIYX Fund | USD 10.01 0.00 0.00% |
Conservative |
Please note that past performance is not an indicator of the future performance of Conservative Income, 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.
Conservative Income Fund Summary
Conservative Income competes with Simt Multi-asset, Saat Market, Simt Real, Simt Small, and Siit Screened. Under normal circumstances, the fund will invest at least 80 percent of its net assets in U.S. dollar-denominated debt securities that the funds sub-adviser believes present minimal credit risks to the fund. It will invest at least 25 percent of its assets in securities issued by companies in the financial services industry, but may invest less than 25 percent of its assets in this industry as a temporary defensive measure.Specialization | Ultrashort Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | SEI Institutional Managed |
| Mutual Fund Family | SEI |
| Mutual Fund Category | Ultrashort Bond |
| Benchmark | NYSE Composite |
| Phone | 800 342 5734 |
| Currency | USD - US Dollar |
Conservative Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Conservative Income's current stock value. Our valuation model uses many indicators to compare Conservative Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Conservative Income competition to find correlations between indicators driving Conservative Income's intrinsic value. More Info.Conservative Income is the top fund in year to date return among similar funds. It is the top fund in one year return among similar funds reporting about 3.65 of One Year Return per Year To Date Return. Comparative valuation analysis is a catch-all model that can be used if you cannot value Conservative Income by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Conservative Income'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 Conservative Income's earnings, one of the primary drivers of an investment's value.Conservative Income Systematic Risk
Conservative Income's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Conservative Income 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Conservative Income correlated with the market. If Beta is less than 0 Conservative Income generally moves in the opposite direction as compared to the market. If Conservative Income Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Conservative Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Conservative Income is generally in the same direction as the market. If Beta > 1 Conservative Income moves generally in the same direction as, but more than the movement of the benchmark.
Conservative Income April 16, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Conservative Income help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Conservative Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Conservative Income based on widely used predictive technical indicators. In general, we focus on analyzing Conservative Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Conservative Income's daily price indicators and compare them against related drivers.
| Information Ratio | (0.46) | |||
| Maximum Drawdown | 0.504 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Conservative Income. 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 manufacturing. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.