Intermediate Bond Fund Quote

IBAFX Fund  USD 12.42  0.01  0.08%   

Performance

0 of 100

 
Low
 
High
Very Weak

Odds Of Distress

Less than 44

 
100  
 
Zero
Below Average
Intermediate Bond is trading at 12.42 as of the 28th of March 2024; that is 0.08 percent up since the beginning of the trading day. The fund's open price was 12.41. Intermediate Bond has about a 44 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Intermediate Bond Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The investment seeks current income consistent with the maturity and quality standards and preservation of capital. Intermediate Bond is traded on NASDAQ Exchange in the United States. More on Intermediate Bond Fund

Intermediate 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. Intermediate Bond's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Intermediate Bond or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationAmerican Funds, Large Funds, Short-Term Bond Funds, Short-Term Bond, American Funds (View all Sectors)
Update Date31st of March 2024
Intermediate Bond Fund [IBAFX] is traded in USA and was established 28th of March 2024. Intermediate Bond is listed under American Funds category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of American Funds family. This fund currently has accumulated 17.7 B in assets under management (AUM) with minimum initial investment of 250. Intermediate Bond Fund is currently producing year-to-date (YTD) return of 0.07% with the current yeild of 0.0%, while the total return for the last 3 years was -0.96%.
Check Intermediate Bond Probability Of Bankruptcy

Instrument Allocation

Intermediate Bond Fund Risk Profiles

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

Intermediate Bond Against Markets

Picking the right benchmark for Intermediate Bond 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 Intermediate Bond 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 Intermediate Bond is critical whether you are bullish or bearish towards Intermediate Bond Fund at a given time. Please also check how Intermediate Bond's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Intermediate Bond without increasing your portfolio risk or giving up the 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 Watchlist Optimization Now

   

Watchlist Optimization

Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
All  Next Launch Module

How to buy Intermediate Mutual Fund?

Before investing in Intermediate Bond, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Intermediate Bond. To buy Intermediate Bond fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Intermediate Bond. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Intermediate Bond fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Intermediate Bond Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Intermediate Bond Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Intermediate Bond Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Intermediate Bond Fund?

The danger of trading Intermediate Bond Fund 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 Intermediate Bond 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 Intermediate Bond. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Intermediate Bond Fund 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.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Intermediate Bond Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census.
Note that the Intermediate Bond Fund information on this page should be used as a complementary analysis to other Intermediate Bond'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 the 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.

Complementary Tools for Intermediate Mutual Fund analysis

When running Intermediate Bond's price analysis, check to measure Intermediate Bond'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 Intermediate Bond is operating at the current time. Most of Intermediate Bond's value examination focuses on studying past and present price action to predict the probability of Intermediate Bond's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Intermediate Bond's price. Additionally, you may evaluate how the addition of Intermediate Bond to your portfolios can decrease your overall portfolio volatility.
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Odds Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Bonds Directory
Find actively traded corporate debentures issued by US companies
Please note, there is a significant difference between Intermediate Bond's value and its price as these two are different measures arrived at by different means. Investors typically determine if Intermediate Bond is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Intermediate Bond'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.