Income Fund Income Fund Manager Performance Evaluation
| URIFX Fund | USD 11.63 0.01 0.09% |
The fund shows a Beta (market volatility) of 0.0389, which alludes to relatively modest fluctuations relative to the market. Returns on INCOME FUND tend to trail the broader market in strong rallies but hold up better when sentiment turns negative.
Risk-Adjusted Performance
Weak
Weak | Strong |
Over the last 90 days, Income Fund Income generated negative risk-adjusted returns and added little value for fund investors. The result matters because weak risk-adjusted return can persist even when isolated price moves briefly look constructive. Despite somewhat strong technical and fundamental 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 20, 2025 and sold it today you would have earned a total of $ 0.00 from holding Income Fund Income or generated 0.0% return on investment over 90 days. Income Fund Income is currently producing a 2.0E-4% return and carries 0.193% 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 December 02, 2016. 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 11.63, as last reported on the 20th of March, with the highest price reaching 11.63 and the lowest price hitting 11.63 during the day.Macro event markers
Target Price Odds to finish over Current Price
Investors have long observed that INCOME 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 |
| 11.63 | 90 days | 11.63 | about 86.94 |
A normal distribution analysis suggests that the odds of INCOME FUND moving above the current price in 90 days from now are about 86.94 (The distribution above shows where INCOME Mutual Fund price is most likely to fall within the next 90 days based on historical volatility).
INCOME FUND Price Density |
| Price |
Predictive Modules for INCOME FUND
Forecasting Income Fund Income 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 INCOME FUND'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. INCOME FUND has not been immune to these swings. Sudden corrections and sharp rallies have tested many portfolios. Investors can protect against downside risk in Income Fund Income by monitoring INCOME FUND's fundamental risk indicators and maintaining appropriate hedges.α | Alpha over Dow Jones | -0.0026 | |
β | Beta against Dow Jones | 0.04 | |
σ | Overall volatility | 0.07 | |
Ir | Information ratio | 0.42 |
Investor Alerts and Insights
Setting up alerts on INCOME FUND ensures that material changes in technical or fundamental conditions are not missed. These notifications for Income Fund Income help investors make timely decisions in response to significant fund events.| The fund keeps about 5.08% of its net assets in cash |
INCOME FUND Fundamentals Growth
INCOME FUND's fundamentals serve as the primary lens through which investors evaluate INCOME Mutual Fund. Metrics such as earnings growth, revenue consistency, margin trends, and balance sheet strength collectively determine market sentiment toward INCOME Mutual Fund.
| Total Asset | 8.04 B | |||
Performance Metrics & Calculation Methodology
INCOME FUND 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 Income Fund 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.