Diversified Bond Fund Manager Performance Evaluation
| ADFAX Fund | USD 9.24 0.01 0.11% |
The fund shows a Beta (market volatility) of -0.0498, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Diversified Bond are expected to decrease at a much lower rate. During the bear market, Diversified Bond is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Diversified Bond Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Diversified 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 August 2022 | |
| Expense Ratio | 0.8500 |
Diversified |
Diversified Bond Relative Risk vs. Return Landscape
If you would invest 938.00 in Diversified Bond Fund on September 4, 2024 and sell it today you would lose (14.00) from holding Diversified Bond Fund or give up 1.49% of portfolio value over 90 days. Diversified Bond Fund is currently producing negative expected returns and takes up 0.3015% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Diversified, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Diversified Bond Current Valuation
Overvalued
Today
Please note that Diversified Bond's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Diversified Bond shows a prevailing Real Value of $9.02 per share. The current price of the fund is $9.24. We determine the value of Diversified Bond from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Diversified Bond is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Diversified Mutual Fund. However, Diversified 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 9.24 | Real 9.02 | Hype 9.24 | Naive 9.28 |
The intrinsic value of Diversified 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 Diversified 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 Diversified Bond Fund helps investors to forecast how Diversified 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 Diversified Bond more accurately as focusing exclusively on Diversified Bond's fundamentals will not take into account other important factors: Diversified Bond Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Diversified Bond's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Diversified Bond Fund, and traders can use it to determine the average amount a Diversified 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 = -0.0764
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ADFAX |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Diversified Bond is not performing at its full potential. However, 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 Diversified Bond by adding Diversified Bond to a well-diversified portfolio.
Diversified Bond Fundamentals Growth
Diversified Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Diversified Bond, and Diversified 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 Diversified Mutual Fund performance.
| Total Asset | 71.49 M | ||||
About Diversified Bond Performance
Evaluating Diversified Bond's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Diversified 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 Diversified 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets in high- and medium-grade, non-money market debt securities. It invests most of its assets in investment-grade securities. The weighted average maturity of the funds portfolio must be three and one-half years or longer.Things to note about Diversified Bond performance evaluation
Checking the ongoing alerts about Diversified Bond for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Diversified Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Diversified Bond generated a negative expected return over the last 90 days | |
| Diversified Bond generated five year return of 0.0% | |
| This fund holds about 5.08% of its assets under management (AUM) in fixed income securities |
- Analyzing Diversified 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 Diversified Bond's stock is overvalued or undervalued compared to its peers.
- Examining Diversified 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 Diversified Bond's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Diversified Bond's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Diversified Bond's mutual fund. These opinions can provide insight into Diversified Bond's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Diversified Mutual Fund
Diversified Bond financial ratios help investors to determine whether Diversified 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 Diversified with respect to the benefits of owning Diversified Bond security.
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