Income Fund Income Fund Manager Performance Evaluation
| UIINX Fund | USD 11.53 -0.09 -0.77% |
The fund shows a Beta (market volatility) of 0.0456, which conveys relatively modest fluctuations relative to the market. With a sub-1 beta, INCOME FUND participates in market rallies at a reduced pace while also limiting downside exposure.
Risk-Adjusted Performance
Weak
Weak | Strong |
Income Fund Income has delivered negative risk-adjusted returns across the last 90 days, suggesting that volatility was not compensated by return. Current market capitalization is about 11.0. Despite somewhat strong basic indicators, INCOME FUND is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
INCOME |
Relative Risk vs. Return Landscape
If you had invested $ 1,163 in Income Fund Income on December 21, 2025 and sold it today you would have lost $ 10.00 from holding Income Fund Income or given up 0.86% of portfolio value over 90 days. Income Fund Income is currently producing negative expected returns and carries 0.2135% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than INCOME, 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 Income Fund Income
Below is the normalized historical share price chart for Income Fund Income extending back to October 27, 2011. 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 INCOME FUND stands at 11.53, as last reported on the 21st of March, with the highest price reaching 11.53 and the lowest price hitting 11.53 during the day.Macro event markers
Target Price Odds to finish over Current Price
For forecasting purposes, the tendency of INCOME Mutual Fund price to revert toward a long-term mean offers a useful anchor. However, investors should note that not all funds correct quickly - persistent mispricings are often associated with additional risk factors that the market prices gradually.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 11.53 | 90 days | 11.53 | close to 99 |
Using standard statistical methods, the probability of INCOME FUND moving above the current price in 90 days from now is close to 99 (This fund probability chart shows the expected price distribution for INCOME Mutual Fund over a 90-day window).
INCOME FUND Price Density |
| Price |
Predictive Modules for INCOME FUND
Predicting the future price of Income Fund Income involves applying a range of quantitative and qualitative techniques to the fund market. While no model guarantees accuracy, the practice of systematic forecasting provides context to structure their thinking and prepare for different market scenarios.Mean reversion opportunities in INCOME FUND's arise when market prices disconnect from fundamental anchors such as earnings, book value, or historical price-to-earnings multiples.
Primary Risk Indicators
Market turbulence over the past two decades has affected virtually every corner of the mutual fund market. INCOME FUND has experienced its share of dramatic price moves. Investors can manage this risk by monitoring INCOME FUND's volatility and elasticity within a framework of fundamental risk indicators.α | Alpha over Dow Jones | -0.0145 | |
β | Beta against Dow Jones | 0.05 | |
σ | Overall volatility | 0.07 | |
Ir | Information ratio | 0.38 |
Investor Alerts and Insights
Automated fund alerts for INCOME FUND keep investors informed of key developments without constant manual monitoring. Income Fund Income notifications highlight material changes that could affect portfolio decisions and overall risk exposure.| Income Fund Income generated a negative expected return over the last 90 days | |
| The fund keeps about 11.28% of its net assets in bonds |
INCOME FUND Fundamentals Growth
INCOME Mutual Fund is valued by the market based on INCOME FUND's financial performance and outlook. Revenue and earnings growth, profitability metrics, and debt levels form the core set of fundamentals that drive INCOME Mutual Fund price movements.
| Price To Earning | 17.04 X | |||
| Price To Book | 1.48 X | |||
| Price To Sales | 2.20 X | |||
| Total Asset | 4.9 B | |||
Performance Metrics & Calculation Methodology
INCOME FUND performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Cycle participation patterns help identify regime alignment. Certain defensive traits may reduce sensitivity to broader macroeconomic fluctuations.
For Income Fund Income, this section uses fund disclosures and market reference feeds with Macroaxis normalization rules applied to keep cross-asset comparisons consistent. Intraday timing differences may exist. Return and risk statistics are calculated from historical price series.