Investment Grade Bond Fund Market Value
| RFAYX Fund | USD 18.33 0.01 0.05% |
| Symbol | Investment |
Investment Grade 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Investment Grade's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Investment Grade.
| 10/28/2025 |
| 01/26/2026 |
If you would invest 0.00 in Investment Grade on October 28, 2025 and sell it all today you would earn a total of 0.00 from holding Investment Grade Bond or generate 0.0% return on investment in Investment Grade over 90 days. Investment Grade is related to or competes with Payden High, City National, Pax High, Transamerica High, Voya High, Multi-manager High, and Neuberger Berman. The fund has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net... More
Investment Grade Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Investment Grade's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Investment Grade Bond upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2051 | |||
| Information Ratio | (0.45) | |||
| Maximum Drawdown | 0.6577 | |||
| Value At Risk | (0.33) | |||
| Potential Upside | 0.2195 |
Investment Grade Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Investment Grade's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Investment Grade's standard deviation. In reality, there are many statistical measures that can use Investment Grade historical prices to predict the future Investment Grade's volatility.| Risk Adjusted Performance | (0.03) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.38) | |||
| Treynor Ratio | (0.16) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Investment Grade'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.
Investment Grade January 26, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.03) | |||
| Market Risk Adjusted Performance | (0.15) | |||
| Mean Deviation | 0.1375 | |||
| Semi Deviation | 0.1845 | |||
| Downside Deviation | 0.2051 | |||
| Coefficient Of Variation | 117778.09 | |||
| Standard Deviation | 0.1724 | |||
| Variance | 0.0297 | |||
| Information Ratio | (0.45) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.38) | |||
| Treynor Ratio | (0.16) | |||
| Maximum Drawdown | 0.6577 | |||
| Value At Risk | (0.33) | |||
| Potential Upside | 0.2195 | |||
| Downside Variance | 0.0421 | |||
| Semi Variance | 0.034 | |||
| Expected Short fall | (0.14) | |||
| Skewness | (0.47) | |||
| Kurtosis | (0.10) |
Investment Grade Bond Backtested Returns
Investment Grade Bond holds Efficiency (Sharpe) Ratio of -0.0144, which attests that the entity had a -0.0144 % return per unit of risk over the last 3 months. Investment Grade Bond exposes twenty-eight different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check out Investment Grade's Downside Deviation of 0.2051, risk adjusted performance of (0.03), and Market Risk Adjusted Performance of (0.15) to validate the risk estimate we provide. The fund retains a Market Volatility (i.e., Beta) of 0.0609, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Investment Grade's returns are expected to increase less than the market. However, during the bear market, the loss of holding Investment Grade is expected to be smaller as well.
Auto-correlation | 0.24 |
Weak predictability
Investment Grade Bond has weak predictability. Overlapping area represents the amount of predictability between Investment Grade time series from 28th of October 2025 to 12th of December 2025 and 12th of December 2025 to 26th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Investment Grade Bond price movement. The serial correlation of 0.24 indicates that over 24.0% of current Investment Grade price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.24 | |
| Spearman Rank Test | 0.19 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Investment Mutual Fund
Investment Grade financial ratios help investors to determine whether Investment 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 Investment with respect to the benefits of owning Investment Grade security.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |