Bond Fund Of Fund Manager Performance Evaluation
| BFAFX Fund | USD 11.21 0.01 0.09% |
The fund shows a Beta (market volatility) of -0.0699, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Bond Fund are expected to decrease at a much lower rate. During the bear market, Bond Fund is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Bond Fund Of has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Bond Fund 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 March 2023 | |
| Expense Ratio | 0.6500 |
Bond |
Bond Fund Relative Risk vs. Return Landscape
If you would invest 1,145 in Bond Fund Of on August 27, 2024 and sell it today you would lose (24.00) from holding Bond Fund Of or give up 2.1% of portfolio value over 90 days. Bond Fund Of is currently producing negative expected returns and takes up 0.2836% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Bond, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Bond Fund Current Valuation
Overvalued
Today
Please note that Bond Fund's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Bond Fund shows a prevailing Real Value of $10.81 per share. The current price of the fund is $11.21. We determine the value of Bond Fund from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Bond Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Bond Mutual Fund. However, Bond Fund'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 11.21 | Real 10.81 | Hype 11.21 | Naive 11.19 |
The intrinsic value of Bond Fund'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 Bond Fund'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 Bond Fund Of helps investors to forecast how Bond 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 Bond Fund more accurately as focusing exclusively on Bond Fund's fundamentals will not take into account other important factors: Bond Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bond Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Bond Fund Of, and traders can use it to determine the average amount a Bond Fund'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 = -0.1153
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BFAFX |
Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Bond Fund 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 Bond Fund by adding Bond Fund to a well-diversified portfolio.
Bond Fund Fundamentals Growth
Bond Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Bond Fund, and Bond Fund 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 Bond Mutual Fund performance.
| Total Asset | 814.92 M | ||||
About Bond Fund Performance
Evaluating Bond Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Bond Fund 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 Bond Fund 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 fund invests at least 80 percent of its assets in bonds and other debt securities, which may be represented by derivatives. It invests at least 60 percent of its assets in debt securities rated A3 or better or A- or better by Nationally Recognized Statistical Ratings Organizations designated by the funds investment adviser, or in debt securities that are unrated but determined to be of equivalent quality by the funds investment adviser, and in U.S. government securities, money market instruments, cash or cash equivalents.Things to note about Bond Fund performance evaluation
Checking the ongoing alerts about Bond Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Bond Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bond Fund generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Bond Fund holds about 10.13% of its assets under management (AUM) in fixed income securities |
- Analyzing Bond Fund'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 Bond Fund's stock is overvalued or undervalued compared to its peers.
- Examining Bond Fund'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 Bond Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bond Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Bond Fund's mutual fund. These opinions can provide insight into Bond Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Bond Mutual Fund
Bond Fund financial ratios help investors to determine whether Bond 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 Bond with respect to the benefits of owning Bond Fund security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
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