Intermediate Term Financials
| UIITX Fund | USD 9.22 0.03 0.33% |
Intermediate |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Intermediate Term Fund Summary
Intermediate Term competes with Prudential Government, Virtus Seix, Us Government, Us Government, and Franklin Adjustable. The fund normally invests at least 80 percent of its assets in a broad range of debt securities that have a dollar-weighted average portfolio maturity between three to 10 years. It will invest primarily in investment-grade securities, but also may invest up to 10 percent of its net assets in below-investment-grade securities, which are sometimes referred to as high-yield or junk bonds.Specialization | Intermediate Core-Plus Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US9032885959 |
| Business Address | Usaa Mutual Funds |
| Mutual Fund Family | USAA |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 235 8396 |
| Currency | USD - US Dollar |
Intermediate Term Key Financial Ratios
Intermediate Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Intermediate Term's current stock value. Our valuation model uses many indicators to compare Intermediate Term value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Intermediate Term competition to find correlations between indicators driving Intermediate Term's intrinsic value. More Info.Intermediate Term Bond Fund is rated second in annual yield among similar funds. It is presently regarded as number one fund in year to date return among similar funds creating about 708.59 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 Term's earnings, one of the primary drivers of an investment's value.Intermediate Term Bond Systematic Risk
Intermediate Term's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Intermediate Term volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was four with a total number of output elements of fifty-seven. The Beta measures systematic risk based on how returns on Intermediate Term Bond correlated with the market. If Beta is less than 0 Intermediate Term generally moves in the opposite direction as compared to the market. If Intermediate Term Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Intermediate Term Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Intermediate Term is generally in the same direction as the market. If Beta > 1 Intermediate Term moves generally in the same direction as, but more than the movement of the benchmark.
Intermediate Term November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Intermediate Term help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Intermediate Term Bond Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Intermediate Term Bond Fund based on widely used predictive technical indicators. In general, we focus on analyzing Intermediate Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Intermediate Term's daily price indicators and compare them against related drivers.
| Information Ratio | (0.53) | |||
| Maximum Drawdown | 1.2 | |||
| Value At Risk | (0.43) | |||
| Potential Upside | 0.4315 |
Other Information on Investing in Intermediate Mutual Fund
Intermediate Term 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 Term security.
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