Intermediate Bond Fund Manager Performance Evaluation
| IBFCX Fund | USD 12.59 0.01 0.08% |
The fund retains a Market Volatility (i.e., Beta) of -0.0391, 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.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Intermediate Bond Fund are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Intermediate Bond is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of November 2022 | |
| Expense Ratio | 1.3600 |
INTERMEDIATE |
Intermediate Bond Relative Risk vs. Return Landscape
If you would invest 1,235 in Intermediate Bond Fund on July 15, 2024 and sell it today you would earn a total of 24.00 from holding Intermediate Bond Fund or generate 1.94% return on investment over 90 days. Intermediate Bond Fund is currently producing 0.0299% returns and takes up 0.227% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than INTERMEDIATE, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Intermediate Bond Current Valuation
Fairly Valued
Today
Please note that Intermediate Bond's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Intermediate Bond retains a regular Real Value of $12.51 per share. The prevalent price of the fund is $12.59. We determine the value of Intermediate Bond from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Intermediate Bond is currently traded on the exchange, buyers and sellers on that exchange determine the market value of INTERMEDIATE Mutual Fund. However, Intermediate Bond's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 12.59 | Real 12.51 | Hype 12.59 | Naive 12.53 |
The intrinsic value of Intermediate Bond's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Intermediate Bond's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Intermediate Bond Fund helps investors to forecast how INTERMEDIATE mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Intermediate Bond more accurately as focusing exclusively on Intermediate Bond's fundamentals will not take into account other important factors: Intermediate Bond Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Intermediate Bond's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Intermediate Bond Fund, and traders can use it to determine the average amount a Intermediate Bond's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1315
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IBFCX |
Estimated Market Risk
| 0.23 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Intermediate Bond is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Intermediate Bond by adding it to a well-diversified portfolio.
Intermediate Bond Fundamentals Growth
INTERMEDIATE Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Intermediate Bond, and Intermediate Bond fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on INTERMEDIATE Mutual Fund performance.
| Total Asset | 31.97 M | ||||
About Intermediate Bond Performance
Evaluating Intermediate Bond's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Intermediate Bond has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Intermediate Bond has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund maintains a portfolio of bonds, other debt securities and money market instruments having a dollar-weighted average effective maturity of no less than three years and no greater than five years under normal market conditions. It invests primarily in bonds and other debt securities with quality ratings of A- or better or A3 or better or unrated but determined to be of equivalent quality by the funds investment adviser. The fund primarily invests in debt securities denominated in U.S. dollars.Things to note about Intermediate Bond performance evaluation
Checking the ongoing alerts about Intermediate Bond for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Intermediate Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Intermediate Bond retains about 7.74% of its assets under management (AUM) in fixed income securities |
- Analyzing Intermediate Bond's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Intermediate Bond's stock is overvalued or undervalued compared to its peers.
- Examining Intermediate Bond's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Intermediate Bond's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Intermediate Bond's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Intermediate Bond's mutual fund. These opinions can provide insight into Intermediate Bond's potential for growth and whether the stock is currently undervalued or overvalued.
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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