Yorktown Mutual Fund Quote


USD 3.99  0.02  0.50%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Yorktown Short is trading at 3.99 as of the 12th of August 2022; that is -0.5% down since the beginning of the trading day. The fund's open price was 4.01. Yorktown Short has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Yorktown Short Term are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of August 2020 and ending today, the 12th of August 2022. Click here to learn more.
The investment seeks income consistent with the preservation of capital. Yorktown Short is traded on NASDAQ Exchange in the United States. More on Yorktown Short Term

Yorktown Short Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Yorktown Short's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Yorktown Short or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Yorktown Short Term generated a negative expected return over the last 90 days
Yorktown Short Term is unlikely to experience financial distress in the next 2 years
On 29th of July 2022 Yorktown Short paid $ 0.0054 per share dividend to its current shareholders
Latest headline from www.dividendinvestor.com: APIBX Dividend Announcement 0.0054Share 7282022 - Dividend Investor
The fund holds about 92.84% of its assets under management (AUM) in fixed income securities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Yorktown Short's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate2nd of July 1997
Yorktown Short Term [APIBX] is traded in USA and was established 12th of August 2022. The fund is listed under Short-Term Bond category and is part of Yorktown Funds family. Yorktown Short Term presently has accumulated 548.33 M in assets under management (AUM) with minimum initial investment of 1000 K. , while the total return for the last 3 years was 1.89%.
Check Yorktown Short Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Yorktown Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Yorktown Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Yorktown Short Term Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Yorktown Short Term Constituents

Yorktown Short Target Price Odds Analysis

What are Yorktown Short's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Yorktown Short jumping above the current price in 90 days from now is about 98.0%. The Yorktown Short Term probability density function shows the probability of Yorktown Short mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Yorktown Short Term has a beta of close to zero. This suggests the returns on DOW and Yorktown Short do not appear to be sensitive. Additionally, it does not look like the company alpha can have any bearing on the current equity valuation.
  Odds Below 3.99HorizonTargetOdds Above 3.99
2.09%90 days
Based on a normal probability distribution, the odds of Yorktown Short to move above the current price in 90 days from now is about 98.0 (This Yorktown Short Term probability density function shows the probability of Yorktown Mutual Fund to fall within a particular range of prices over 90 days) .

Yorktown Short Term Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Yorktown Short market risk premium is the additional return an investor will receive from holding Yorktown Short long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Yorktown Short. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Yorktown Short's alpha and beta are two of the key measurements used to evaluate Yorktown Short's performance over the market, the standard measures of volatility play an important role as well.

Yorktown Short Against Markets

Picking the right benchmark for Yorktown Short mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Yorktown Short mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Yorktown Short is critical whether you are bullish or bearish towards Yorktown Short Term at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Yorktown Short without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Idea Breakdown Now


Idea Breakdown

Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
All  Next Launch Module

Invested in Yorktown Short Term?

You need to understand the risk of investing before taking a position in Yorktown Short. The danger of trading Yorktown Short Term is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Yorktown Short is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Yorktown Short. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Yorktown Short Term is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please continue to Trending Equities. Note that the Yorktown Short Term information on this page should be used as a complementary analysis to other Yorktown Short's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

Complementary Tools for Yorktown Mutual Fund analysis

When running Yorktown Short Term price analysis, check to measure Yorktown Short's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Yorktown Short is operating at the current time. Most of Yorktown Short's value examination focuses on studying past and present price action to predict the probability of Yorktown Short's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Yorktown Short's price. Additionally, you may evaluate how the addition of Yorktown Short to your portfolios can decrease your overall portfolio volatility.
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Price Transformation
Use Price Transformation models to analyze depth of different equity instruments across global markets
Shere Portfolio
Track or share privately all of your investments from the convenience of any device
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
CEO Directory
Screen CEOs from public companies around the world
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Please note, there is a significant difference between Yorktown Short's value and its price as these two are different measures arrived at by different means. Investors typically determine Yorktown Short value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Yorktown Short's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.