Ab Intermediate Bond Fund Fundamentals
| ABQZX Fund | USD 9.11 0.01 0.11% |
Ab Intermediate Bond fundamentals help investors to digest information that contributes to Ab Intermediate's financial success or failures. It also enables traders to predict the movement of ABQZX Mutual Fund. The fundamental analysis module provides a way to measure Ab Intermediate's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Ab Intermediate mutual fund.
ABQZX |
Ab Intermediate Bond Mutual Fund Five Year Return Analysis
Ab Intermediate's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ab Intermediate Five Year Return | (0.38) % |
Most of Ab Intermediate's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Ab Intermediate Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Ab Intermediate Bond has a Five Year Return of -0.382%. This is 122.6% lower than that of the AllianceBernstein family and significantly lower than that of the Intermediate Core-Plus Bond category. The five year return for all United States funds is notably higher than that of the company.
Ab Intermediate Bond Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ab Intermediate's current stock value. Our valuation model uses many indicators to compare Ab Intermediate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ab Intermediate competition to find correlations between indicators driving Ab Intermediate's intrinsic value. More Info.Ab Intermediate Bond is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 640.90 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 Ab Intermediate's earnings, one of the primary drivers of an investment's value.ABQZX Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ab Intermediate's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Ab Intermediate could also be used in its relative valuation, which is a method of valuing Ab Intermediate by comparing valuation metrics of similar companies.Ab Intermediate is currently under evaluation in five year return among similar funds.
ABQZX Fundamentals
| Total Asset | 227.6 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 1.86 % | ||||
| One Year Return | 2.41 % | ||||
| Three Year Return | (2.08) % | ||||
| Five Year Return | (0.38) % | ||||
| Ten Year Return | 3.83 % | ||||
| Net Asset | 329.98 M | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | (15.04) % | ||||
| Equity Positions Weight | 0.25 % | ||||
| Bond Positions Weight | 12.22 % |
About Ab Intermediate Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ab Intermediate Bond's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ab Intermediate using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ab Intermediate Bond 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.The fund invests at least 80 percent of its net assets in fixed-income securities. It invests in readily marketable fixed-income securities with a range of maturities from short- to long-term and relatively attractive yields that do not involve undue risk of loss of capital. It may invest up to 25 percent of its net assets in below investment grade bonds. The fund may use leverage for investment purposes.
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Other Information on Investing in ABQZX Mutual Fund
Ab Intermediate financial ratios help investors to determine whether ABQZX 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 ABQZX with respect to the benefits of owning Ab Intermediate security.
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