Ultra Short Fixed Income Fund Manager Performance Evaluation
| SWSFX Fund | USD 10.31 -0.01 -0.1% |
The fund shows a Beta (market volatility) of 0.0151, which alludes to relatively modest fluctuations relative to the market. Returns on Ultra-Short Fixed tend to trail the broader market in strong rallies but hold up better when sentiment turns negative.
Risk-Adjusted Performance
Moderate
Weak | Strong |
Compared with the broader market, risk-adjusted returns on Ultra Short Fixed Income rank lower than 7% of all funds and fund portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat strong technical and fundamental indicators, Ultra-Short Fixed is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
Ultra-Short |
Relative Risk vs. Return Landscape
If you had invested $ 1,026 in Ultra Short Fixed Income on December 15, 2025 and sold it today you would have earned a total of $ 5.00 from holding Ultra Short Fixed Income or generated 0.49% return on investment over 90 days. Ultra Short Fixed Income is currently producing a 0.0079% return and carries 0.0793% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Ultra-Short, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Historical Prices of Ultra Short Fixed
Below is the normalized historical share price chart for Ultra Short Fixed Income extending back to December 07, 2021. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Ultra-Short Fixed stands at 10.31, as last reported on the 15th of March 2026, with the highest price reaching 10.31 and the lowest price hitting 10.31 during the day.Macro event markers
Target Price Odds to finish over Current Price
Investors have long observed that Ultra-Short Mutual Fund price tends to fluctuate around a central value over time. This mean reversion pattern is a cornerstone of many forecasting models. However, periods of persistent mispricing in some funds suggest that additional risk factors may account for the delayed correction.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 10.31 | 90 days | 10.31 | about 50.0 |
A normal distribution analysis suggests that the odds of Ultra-Short Fixed moving above the current price in 90 days from now are about 50.0 (The distribution above shows where Ultra-Short Mutual Fund price is most likely to fall within the next 90 days based on historical volatility).
Ultra-Short Fixed Price Density |
| Price |
Predictive Modules for Ultra-Short Fixed
Forecasting Ultra Short Fixed involves applying various models to estimate future price behavior. While no method can consistently predict the fund market with certainty, the discipline of building and testing forecasts sharpens investment thinking. Combining several approaches and cross-checking results offers a more balanced view of potential outcomes.Mean reversion in Ultra-Short Fixed's price occurs when temporary dislocations - caused by sentiment extremes, news events, or liquidity shocks - correct back toward the stock's historical fair value.
Primary Risk Indicators
The mutual fund market has gone through extended periods of turbulence over the past two decades. Ultra-Short Fixed has not been immune to these swings. Sudden corrections and sharp rallies have tested many portfolios. Investors can protect against downside risk in Ultra Short Fixed Income by monitoring Ultra-Short Fixed's fundamental risk indicators and maintaining appropriate hedges.α | Alpha over Dow Jones | -0.0004 | |
β | Beta against Dow Jones | 0.02 | |
σ | Overall volatility | 0.03 | |
Ir | Information ratio | 0.56 |
Investor Alerts and Insights
Setting up alerts on Ultra-Short Fixed ensures that material changes in technical or fundamental conditions are not missed. These notifications for Ultra Short Fixed help investors make timely decisions in response to significant fund events.| The fund maintains all of the assets in different exotic instruments |
Ultra-Short Fixed Fundamentals Growth
Ultra-Short Fixed's fundamentals serve as the primary lens through which investors evaluate Ultra-Short Mutual Fund. Metrics such as earnings growth, revenue consistency, margin trends, and balance sheet strength collectively determine market sentiment toward Ultra-Short Mutual Fund.
Performance Metrics & Calculation Methodology
Ultra-Short Fixed performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Drawdown profile frames downside sensitivity and recovery characteristics.
This section for Ultra Short Fixed Income is built from fund disclosures and market reference feeds, with harmonization applied to align reporting definitions. Values may update on different source schedules. Return and risk statistics are calculated from historical price series.