Intermediate Bond Fund Net Asset
| RBOGX Fund | USD 12.71 0.01 0.08% |
As of the 25th of January, Intermediate Bond retains the Downside Deviation of 0.1292, risk adjusted performance of 0.004, and Market Risk Adjusted Performance of 0.0742. Concerning fundamental indicators, the technical analysis model lets you check existing technical drivers of Intermediate Bond Fund, as well as the relationship between them.
Intermediate Bond's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Intermediate Bond's valuation are provided below:Intermediate Bond Fund does not presently have any fundamental trends for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Intermediate |
Intermediate Bond 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Intermediate Bond's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Intermediate Bond.
| 10/27/2025 |
| 01/25/2026 |
If you would invest 0.00 in Intermediate Bond on October 27, 2025 and sell it all today you would earn a total of 0.00 from holding Intermediate Bond Fund or generate 0.0% return on investment in Intermediate Bond over 90 days. Intermediate Bond is related to or competes with Sa Emerging, Ep Emerging, Transamerica Emerging, Shelton Emerging, Alphacentric Symmetry, Doubleline Emerging, and Siit Emerging. The investment seeks current income consistent with the maturity and quality standards and preservation of capital More
Intermediate Bond Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Intermediate Bond's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Intermediate Bond Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1292 | |||
| Information Ratio | (0.56) | |||
| Maximum Drawdown | 0.5553 | |||
| Value At Risk | (0.16) | |||
| Potential Upside | 0.2366 |
Intermediate Bond Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Intermediate Bond's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Intermediate Bond's standard deviation. In reality, there are many statistical measures that can use Intermediate Bond historical prices to predict the future Intermediate Bond's volatility.| Risk Adjusted Performance | 0.004 | |||
| Jensen Alpha | 1.0E-4 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.54) | |||
| Treynor Ratio | 0.0642 |
Intermediate Bond January 25, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.004 | |||
| Market Risk Adjusted Performance | 0.0742 | |||
| Mean Deviation | 0.0952 | |||
| Semi Deviation | 0.0212 | |||
| Downside Deviation | 0.1292 | |||
| Coefficient Of Variation | 1389.92 | |||
| Standard Deviation | 0.1248 | |||
| Variance | 0.0156 | |||
| Information Ratio | (0.56) | |||
| Jensen Alpha | 1.0E-4 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.54) | |||
| Treynor Ratio | 0.0642 | |||
| Maximum Drawdown | 0.5553 | |||
| Value At Risk | (0.16) | |||
| Potential Upside | 0.2366 | |||
| Downside Variance | 0.0167 | |||
| Semi Variance | 5.0E-4 | |||
| Expected Short fall | (0.14) | |||
| Skewness | 0.434 | |||
| Kurtosis | 0.8558 |
Intermediate Bond Backtested Returns
At this stage we consider Intermediate Mutual Fund to be very steady. Intermediate Bond holds Efficiency (Sharpe) Ratio of 0.0719, which attests that the entity had a 0.0719 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Intermediate Bond, which you can use to evaluate the volatility of the entity. Please check out Intermediate Bond's Risk Adjusted Performance of 0.004, downside deviation of 0.1292, and Market Risk Adjusted Performance of 0.0742 to validate if the risk estimate we provide is consistent with the expected return of 0.009%. The fund retains a Market Volatility (i.e., Beta) of -0.0159, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Intermediate Bond are expected to decrease at a much lower rate. During the bear market, Intermediate Bond is likely to outperform the market.
Auto-correlation | 0.12 |
Insignificant predictability
Intermediate Bond Fund has insignificant predictability. Overlapping area represents the amount of predictability between Intermediate Bond time series from 27th of October 2025 to 11th of December 2025 and 11th of December 2025 to 25th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Intermediate Bond price movement. The serial correlation of 0.12 indicates that less than 12.0% of current Intermediate Bond price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.12 | |
| Spearman Rank Test | 0.35 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Intermediate Bond Fund has a Net Asset of 17.7 B. This is 78.17% lower than that of the American Funds family and significantly higher than that of the Short-Term Bond category. The net asset for all United States funds is notably lower than that of the firm.
Intermediate Net Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Intermediate Bond's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Intermediate Bond could also be used in its relative valuation, which is a method of valuing Intermediate Bond by comparing valuation metrics of similar companies.Intermediate Bond is currently under evaluation in net asset among similar funds.
Intermediate Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Intermediate Bond's current stock value. Our valuation model uses many indicators to compare Intermediate Bond value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Intermediate Bond competition to find correlations between indicators driving Intermediate Bond's intrinsic value. More Info.Intermediate Bond Fund is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 5.42 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Intermediate Bond's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Intermediate Bond
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Intermediate Bond's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Intermediate Fundamentals
| Total Asset | 30.85 B | ||||
| Annual Yield | 0.04 % | ||||
| Year To Date Return | 0.23 % | ||||
| One Year Return | 6.91 % | ||||
| Three Year Return | 4.48 % | ||||
| Five Year Return | 1.42 % | ||||
| Ten Year Return | 2.63 % | ||||
| Net Asset | 17.7 B | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 2.31 % | ||||
| Bond Positions Weight | 7.74 % |
About Intermediate Bond Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Intermediate Bond Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Intermediate Bond using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Intermediate Bond Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Intermediate Mutual Fund
Intermediate Bond financial ratios help investors to determine whether Intermediate Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Intermediate with respect to the benefits of owning Intermediate Bond security.
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