Ultra Short Fixed Income Fund One Year Return
| SWSFX Fund | USD 10.34 0.00 0.00% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Ultra-short Fixed's long-term financial health and intrinsic value.
Ultra-short |
Ultra Short Fixed Income Mutual Fund One Year Return Analysis
Ultra-short Fixed's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Ultra Short Fixed Income has an One Year Return of 0.0%. This indicator is about the same for the Northern Funds average (which is currently at 0.0) family and about the same as Ultrashort Bond (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Ultra-short One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ultra-short Fixed's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Ultra-short Fixed could also be used in its relative valuation, which is a method of valuing Ultra-short Fixed by comparing valuation metrics of similar companies.Ultra Short is currently under evaluation in one year return among similar funds.
Ultra-short Fundamentals
| Annual Yield | 0.05 % | ||||
| Net Asset | 1.76 B |
About Ultra-short Fixed Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ultra Short Fixed Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ultra-short Fixed using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ultra Short Fixed Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Ultra-short Mutual Fund
Ultra-short Fixed financial ratios help investors to determine whether Ultra-short 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 Ultra-short with respect to the benefits of owning Ultra-short Fixed security.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |