Yorktown Mutual Fund Buy Hold or Sell Recommendation

APIBX
 Fund
  

USD 3.99  0.02  0.50%   

Assuming the 90 days horizon and complete risk avoidance on your part, our recommendation regarding Yorktown Short Term is 'Strong Sell'. Macroaxis provides Yorktown Short buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding APIBX positions. The advice algorithm takes into account all of Yorktown Short's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Yorktown Short's buy-and-hold perspective. Please continue to Yorktown Short Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Yorktown and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Yorktown Short Term.

Execute Yorktown Short Buy or Sell Advice

The Yorktown recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Yorktown Short Term. Macroaxis does not own or have any residual interests in Yorktown Short Term or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Yorktown Short's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Yorktown ShortBuy Yorktown Short
Strong Sell

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Ignores market trendsDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Yorktown Short Term has a Mean Deviation of 0.1257, Standard Deviation of 0.2013 and Variance of 0.0405
We provide recommendation to complement the prevalent expert consensus on Yorktown Short Term. Our dynamic recommendation engine utilizes a multidimensional algorithm to analyze the fund's potential to grow using all technical and fundamental data available at the time. Use Yorktown Short Term three year return and cash position weight to ensure your buy or sell decision on Yorktown Short Term is adequate.

Yorktown Short Trading Alerts and Improvement Suggestions

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

Yorktown Short Returns Distribution Density

The distribution of Yorktown Short's historical returns is an attempt to chart the future uncertainty of Yorktown Short's future price movements. The chart of the probability distribution of Yorktown Short stock daily returns describes the distribution of returns around its average expected value. We use Yorktown Short Term price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Yorktown Short returns is essential to provide solid investment advice for Yorktown Short stock.
Mean Return-0.0074Value At Risk-0.25
Potential Upside0.25Standard Deviation0.20
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Yorktown Short historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Yorktown Short Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Yorktown Short or Yorktown Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Yorktown Short stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Yorktown stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.02
β
Beta against DOW0.0199
σ
Overall volatility
0.21
Ir
Information ratio -0.33

Yorktown Short Volatility Alert

Yorktown Short Term exhibits very low volatility with skewness of -0.67 and kurtosis of 2.34. However, we advise investors to further study Yorktown Short Term technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Yorktown Short's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Yorktown Short's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Yorktown Short Implied Volatility

Yorktown Short's implied volatility" href="/stock-options/APIBX/Yorktown-Short-Term">Yorktown Short's implied volatility exposes the market's sentiment of Yorktown Short Term stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Yorktown Short's implied volatility" href="/stock-options/APIBX/Yorktown-Short-Term">Yorktown Short's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Yorktown Short stock will not fluctuate a lot when Yorktown Short's options" href="/stock-options/APIBX/Yorktown-Short-Term">Yorktown Short's options are near their expiration.

Yorktown Short Fundamentals Vs Peers

Comparing Yorktown Short's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Yorktown Short's direct or indirect competition across all of the common fundamentals between Yorktown Short and the related equities. This way, we can detect undervalued stocks with similar characteristics as Yorktown Short or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Yorktown Short's fundamental indicators could also be used in its relative valuation, which is a method of valuing Yorktown Short by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Yorktown Short to competition
FundamentalsYorktown ShortPeer Average
Price to Earning15.44 X6.53 X
Price to Book1.75 X0.74 X
Price to Sales1.00 X0.61 X
One Year Return0.18 %4.15 %
Three Year Return1.89 %3.60 %
Five Year Return1.70 %3.24 %
Ten Year Return3.85 %1.79 %
Net Asset548.33 M4.11 B
Minimum Initial Investment1000 K976.16 K
Cash Position Weight1.43 %10.61 %
Bond Positions Weight92.84 %11.24 %

About Yorktown Short Buy or Sell Advice

When is the right time to buy or sell Yorktown Short Term? Buying financial instruments such as Yorktown Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Yorktown Short investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

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In addition to having Yorktown Short in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Software
Software Theme
Companies that develop and distribute software and software systems to individuals or business. The Software theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Software Theme or any other thematic opportunities.
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Please continue to Yorktown Short Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

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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.