Ultra Short Risk Adjusted Performance

SWSFX Fund  USD 10.33  -0.01  -0.1%   
Ultra Short risk adjusted performance lookup summarizes this and related technical indicators for Ultra Short Fixed Income. Coverage depends on data availability and normalization; Equity Screeners provides additional screening context. Use World Market Map to better understand diversified portfolio construction. Clearer exposure analysis supports long-term portfolio balance. This includes a position in Ultra Short Fixed Income in the portfolio view. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in price.
  
Ultra Short Fixed Income has current Risk Adjusted Performance of 0.0134.

RAP

 = 

(ER[a] - RFR) * STD[b])/STD[b]

RFR

 = 
0.0134
ER[a] = Expected return on investing in Ultra Short
RFR = Risk Free Rate of return. Typically T-Bill Rate
STD[b] =   Standard Deviation of selected market or benchmark.

Ultra Short Risk Adjusted Performance Peers Comparison

Ultra Risk Adjusted Performance Relative To Other Indicators

Ultra Short Fixed Income is evaluated as third in Risk Adjusted Performance in risk adjusted performance among similar funds. It is currently under evaluation. in maximum drawdown among similar funds reporting about 43.48 of Maximum Drawdown per Risk Adjusted Performance. The ratio of Maximum Drawdown to Risk Adjusted Performance for Ultra Short Fixed Income is roughly 43.48
Compare Ultra Short to Peers

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.
Explore Investing Ideas