Short Term Financials
| HOSGX Fund | USD 4.89 0.01 0.20% |
Short |
Please note that past performance is not an indicator of the future performance of Short Term, 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.
Short Term Fund Summary
Short Term competes with International Equity, Growth Fund, Homestead Intermediate, Short Term, and Short Term. The fund normally invests at least 80 percent of its net assets in fixed-income securities whose principal and interest payments are guaranteed by the U.S. government. In addition, the dollar-weighted average portfolio maturity of the fund, under normal circumstances, is expected to be three years or less.Specialization | Short Government, Short Government |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Homestead Funds |
| Mutual Fund Family | Homestead |
| Mutual Fund Category | Short Government |
| Benchmark | NYSE Composite |
| Phone | 800 258 3030 |
| Currency | USD - US Dollar |
Short Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Short Term's current stock value. Our valuation model uses many indicators to compare Short Term value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Short Term competition to find correlations between indicators driving Short Term's intrinsic value. More Info.Short Term Government Securities is rated below average in annual yield among similar funds. It is rated # 5 fund in year to date return among similar funds creating about 31.47 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Short Term by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Short Term'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 Short Term's earnings, one of the primary drivers of an investment's value.Short Term Government Systematic Risk
Short Term's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Short Term 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Short Term Government correlated with the market. If Beta is less than 0 Short Term generally moves in the opposite direction as compared to the market. If Short Term Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Short Term Government is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Short Term is generally in the same direction as the market. If Beta > 1 Short Term moves generally in the same direction as, but more than the movement of the benchmark.
Short Term April 19, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Short Term help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Short Term Government Securities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Short Term Government Securities based on widely used predictive technical indicators. In general, we focus on analyzing Short Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Short Term's daily price indicators and compare them against related drivers.
| Information Ratio | (0.43) | |||
| Maximum Drawdown | 1.02 | |||
| Value At Risk | (0.40) | |||
| Potential Upside | 0.2041 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Short Term Government Securities. 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 price. Note that the Short Term Government information on this page should be used as a complementary analysis to other Short Term'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 Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.