Sdit Short Duration Fund Manager Performance Evaluation
| SDGFX Fund | USD 10.16 0.01 0.1% |
The entity has a beta of -0.0271, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Sdit Short are expected to decrease at a much lower rate. During the bear market, Sdit Short is likely to outperform the market.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Sdit Short Duration are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Sdit Short is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.3200 |
Sdit |
Sdit Short Relative Risk vs. Return Landscape
If you would invest 1,009 in Sdit Short Duration on April 15, 2025 and sell it today you would earn a total of 7.00 from holding Sdit Short Duration or generate 0.69% return on investment over 90 days. Sdit Short Duration is currently producing 0.0114% returns and takes up 0.1313% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Sdit, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sdit Short Current Valuation
Overvalued
Today
Please note that Sdit Short's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Sdit Short Duration has a current Real Value of $9.9 per share. The regular price of the fund is $10.16. We determine the value of Sdit Short Duration from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Sdit Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sdit Mutual Fund. However, Sdit 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 10.16 | Real 9.9 | Hype 10.16 | Naive 10.15 |
The intrinsic value of Sdit 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 Sdit 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 Sdit Short Duration helps investors to forecast how Sdit 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 Sdit Short more accurately as focusing exclusively on Sdit Short's fundamentals will not take into account other important factors: Sdit Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sdit Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sdit Short Duration, and traders can use it to determine the average amount a Sdit 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 = 0.0869
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SDGFX |
Estimated Market Risk
| 0.13 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Sdit Short is performing at about 6% 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 Sdit Short by adding it to a well-diversified portfolio.
Sdit Short Fundamentals Growth
Sdit Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sdit Short, and Sdit 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 Sdit Mutual Fund performance.
| Total Asset | 684.85 M | |||
About Sdit Short Performance
Evaluating Sdit Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sdit Short has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Sdit Short has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Normally, the fund invests substantially all of its net assets in U.S. Treasury obligations and obligations issued or guaranteed as to principal and interest by agencies or instrumentalities of the U.S. government, including mortgage-backed securities, and repurchase agreements collateralized by such obligations. It may invest in securities issued by various entities sponsored by the U.S. government, such as the Federal National Mortgage Association and the Federal Home Loan Mortgage Corporation.Things to note about Sdit Short Duration performance evaluation
Checking the ongoing alerts about Sdit Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sdit 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 5.16% of its assets in cash |
- Analyzing Sdit 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 Sdit Short's stock is overvalued or undervalued compared to its peers.
- Examining Sdit 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 Sdit Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sdit Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sdit Short's mutual fund. These opinions can provide insight into Sdit Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sdit Mutual Fund
Sdit Short financial ratios help investors to determine whether Sdit 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 Sdit with respect to the benefits of owning Sdit Short security.
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope |