Ab Short Duration Fund Manager Performance Evaluation
| SHUYX Fund | USD 8.83 0.00 0.00% |
The fund owns a Beta (Systematic Risk) of 0.0483, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Ab Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ab Short is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Ab Short Duration are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Ab Short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7100 |
SHUYX |
Ab Short Relative Risk vs. Return Landscape
If you would invest 873.00 in Ab Short Duration on March 17, 2024 and sell it today you would earn a total of 10.00 from holding Ab Short Duration or generate 1.15% return on investment over 90 days. Ab Short Duration is currently producing 0.0185% returns and takes up 0.1704% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than SHUYX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Short Current Valuation
Fairly Valued
Today
Please note that Ab Short's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ab Short Duration owns a latest Real Value of $8.82 per share. The recent price of the fund is $8.83. We determine the value of Ab Short Duration from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some future date, mutual fund prices and their ongoing real values will grow together.
Since Ab Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of SHUYX Mutual Fund. However, Ab Short'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 8.83 | Real 8.82 | Hype 8.83 |
The intrinsic value of Ab Short'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 Ab Short'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.
Estimating the potential upside or downside of Ab Short Duration helps investors to forecast how SHUYX 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 Ab Short more accurately as focusing exclusively on Ab Short's fundamentals will not take into account other important factors: Ab Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ab Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ab Short Duration, and traders can use it to determine the average amount a Ab Short'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 = 0.1087
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SHUYX |
Estimated Market Risk
| 0.17 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Ab Short is performing at about 8% 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 Ab Short by adding it to a well-diversified portfolio.
Ab Short Fundamentals Growth
SHUYX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Short, and Ab Short 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 SHUYX Mutual Fund performance.
| Total Asset | 69.14 M | ||||
About Ab Short Performance
To evaluate Ab Short Duration 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 Ab Short 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 SHUYX 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 Ab Short Duration market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents SHUYX'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 fund pursues its objective by investing, under normal circumstances, at least 80 percent of its net assets, including any borrowings for investment purposes, in income-producing securities. The fund also normally invests at least 65 percent of its total assets in investment grade debt securities of various types. Under normal circumstances, the fund will typically maintain a dollar-weighted average duration of less than three years, although it may invest in securities of any duration or maturity.Things to note about Ab Short Duration performance evaluation
Checking the ongoing alerts about Ab Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Short Duration help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 13.05% of its assets in bonds |
- Analyzing Ab Short'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 Ab Short's stock is overvalued or undervalued compared to its peers.
- Examining Ab Short'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 Ab Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ab Short's mutual fund. These opinions can provide insight into Ab Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in SHUYX Mutual Fund
Ab Short financial ratios help investors to determine whether SHUYX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in SHUYX with respect to the benefits of owning Ab Short security.
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