Short Mutual Fund Quote

APOGX -  USA Fund  

USD 10.98  0.02  0.18%

Market Performance
0 of 100
Odds Of Distress
Less than 1
Short Duration is trading at 10.98 as of the 27th of May 2022; that is 0.18% increase since the beginning of the trading day. The fund's open price was 10.96. Short Duration 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 Short Duration Inflation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of April 2022 and ending today, the 27th of May 2022. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in inflation-linked debt securities. Short Duration is traded on NASDAQ Exchange in the United States. More on Short Duration Inflation

Short Duration 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. Short Duration's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Short Duration or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Short Duration generated a negative expected return over the last 90 days
Short Duration is unlikely to experience financial distress in the next 2 years
The fund holds about 6.06% of its assets under management (AUM) in cash
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 Short Duration's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Startdate31st of May 2005
Short Duration Inflation [APOGX] is traded in USA and was established 27th of May 2022. The fund is listed under Inflation-Protected Bond category and is part of American Century Investments family. Short Duration Inflation presently has accumulated 2.77 B in assets under management (AUM) with minimum initial investment of 0. , while the total return for the last 3 years was 2.21%.
Check Short Duration Probability Of Bankruptcy

Instrument Allocation

Short Duration Target Price Odds Analysis

What are Short Duration's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Short Duration jumping above the current price in 90 days from now is about 59.13%. The Short Duration Inflation probability density function shows the probability of Short Duration mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Short Duration Inflation has a beta of -0.013. This suggests as returns on benchmark increase, returns on holding Short Duration are expected to decrease at a much lower rate. During the bear market, however, Short Duration Inflation is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Short Duration Inflation is significantly underperforming DOW.
  Odds Below 10.98HorizonTargetOdds Above 10.98
39.62%90 days
Based on a normal probability distribution, the odds of Short Duration to move above the current price in 90 days from now is about 59.13 (This Short Duration Inflation probability density function shows the probability of Short Mutual Fund to fall within a particular range of prices over 90 days) .

Short Duration Top Holders

Short Duration Inflation Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Short Duration market risk premium is the additional return an investor will receive from holding Short Duration 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 Short Duration. 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 Short Duration's alpha and beta are two of the key measurements used to evaluate Short Duration's performance over the market, the standard measures of volatility play an important role as well.

Short Duration Against Markets

Picking the right benchmark for Short Duration 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 Short Duration 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 Short Duration is critical whether you are bullish or bearish towards Short Duration Inflation at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Short Duration 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.

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Investing Short Duration Inflation

You need to understand the risk of investing before taking a position in Short Duration. The danger of trading Short Duration Inflation 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 Short Duration 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 Short Duration. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Short Duration Inflation 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 Short Duration Inflation information on this page should be used as a complementary analysis to other Short Duration'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 Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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When running Short Duration Inflation price analysis, check to measure Short Duration'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 Short Duration is operating at the current time. Most of Short Duration's value examination focuses on studying past and present price action to predict the probability of Short Duration's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Short Duration's price. Additionally, you may evaluate how the addition of Short Duration to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Short Duration's value and its price as these two are different measures arrived at by different means. Investors typically determine Short Duration value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Short Duration'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.