Inflation Protected Bond Fund Manager Performance
| IPBCXDelisted Fund | USD 10.72 0.00 0.00% |
The fund retains a Market Volatility (i.e., Beta) of -0.027, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Inflation-protected are expected to decrease at a much lower rate. During the bear market, Inflation-protected is likely to outperform the market.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Inflation Protected Bond Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 1st of October 2022 | |
| Expense Ratio | 1.5200 |
Inflation-protected |
Inflation-protected Relative Risk vs. Return Landscape
If you would invest 1,085 in Inflation Protected Bond Fund on November 12, 2025 and sell it today you would lose (13.00) from holding Inflation Protected Bond Fund or give up 1.2% of portfolio value over 90 days. Inflation Protected Bond Fund is currently producing negative expected returns and takes up 0.3779% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Inflation-protected, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Inflation-protected Current Valuation
Overvalued
Today
Please note that Inflation-protected's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Inflation Protected retains a regular Real Value of $9.91 per share. The prevalent price of the fund is $10.72. We determine the value of Inflation Protected 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 Inflation-protected is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Inflation-protected Mutual Fund. However, Inflation-protected'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 10.72 | Real 9.91 | Hype 10.72 |
The intrinsic value of Inflation-protected'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 Inflation-protected'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 Inflation Protected Bond Fund helps investors to forecast how Inflation-protected 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 Inflation-protected more accurately as focusing exclusively on Inflation-protected's fundamentals will not take into account other important factors: Inflation-protected Target Price Odds to finish over Current Price
The tendency of Inflation-protected Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 10.72 | 90 days | 10.72 | about 35.38 |
Based on a normal probability distribution, the odds of Inflation-protected to move above the current price in 90 days from now is about 35.38 (This Inflation Protected Bond Fund probability density function shows the probability of Inflation-protected Mutual Fund to fall within a particular range of prices over 90 days) .
Inflation-protected Price Density |
| Price |
Predictive Modules for Inflation-protected
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Inflation Protected. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Inflation-protected's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Inflation-protected Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Inflation-protected is not an exception. The market had few large corrections towards the Inflation-protected's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Inflation Protected Bond Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Inflation-protected within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.05 | |
β | Beta against Dow Jones | -0.03 | |
σ | Overall volatility | 0.16 | |
Ir | Information ratio | -0.09 |
Inflation-protected Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Inflation-protected for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Inflation Protected can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Inflation Protected is not yet fully synchronised with the market data | |
| Inflation Protected generated a negative expected return over the last 90 days | |
| Inflation Protected has a very high chance of going through financial distress in the upcoming years | |
| The fund retains most of the assets under management (AUM) in different types of exotic instruments. |
Inflation-protected Fundamentals Growth
Inflation-protected Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Inflation-protected, and Inflation-protected 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 Inflation-protected Mutual Fund performance.
| Price To Earning | 25.36 X | |||
| Price To Book | 2.07 X | |||
| Price To Sales | 1.42 X | |||
| Total Asset | 1.4 M | |||
About Inflation-protected Performance
Evaluating Inflation-protected's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Inflation-protected 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 Inflation-protected 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 investment seeks returns that exceed the rate of inflation over the long-term. Wells Fargo is traded on NASDAQ Exchange in the United States.Things to note about Inflation Protected performance evaluation
Checking the ongoing alerts about Inflation-protected for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Inflation Protected help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Inflation Protected is not yet fully synchronised with the market data | |
| Inflation Protected generated a negative expected return over the last 90 days | |
| Inflation Protected has a very high chance of going through financial distress in the upcoming years | |
| The fund retains most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Inflation-protected'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 Inflation-protected's stock is overvalued or undervalued compared to its peers.
- Examining Inflation-protected'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 Inflation-protected's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Inflation-protected's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Inflation-protected's mutual fund. These opinions can provide insight into Inflation-protected's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in services. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
Other Consideration for investing in Inflation-protected Mutual Fund
If you are still planning to invest in Inflation Protected check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Inflation-protected's history and understand the potential risks before investing.
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