Zero Pon 2025 Fund Manager Performance Evaluation
| BTTRX Fund | USD 112.61 0.02 0.02% |
The entity maintains a market beta of -0.0561, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Zero Coupon are expected to decrease at a much lower rate. During the bear market, Zero Coupon is likely to outperform the market.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Zero Pon 2025 are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Zero Coupon may actually be approaching a critical reversion point that can send shares even higher in March 2025.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 0.5500 |
Zero |
Zero Coupon Relative Risk vs. Return Landscape
If you would invest 10,600 in Zero Pon 2025 on November 2, 2024 and sell it today you would earn a total of 661.00 from holding Zero Pon 2025 or generate 6.24% return on investment over 90 days. Zero Pon 2025 is currently producing 0.1048% returns and takes up 0.6888% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Zero, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Zero Coupon Current Valuation
Overvalued
Today
Please note that Zero Coupon's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Zero Pon 2025 maintains a prevalent Real Value of $102.9 per share. The last-minute price of the fund is $112.61. We determine the value of Zero Pon 2025 from examining 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 grow together.
Since Zero Coupon is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Zero Mutual Fund. However, Zero Coupon'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 112.61 | Real 102.9 | Hype 112.61 | Naive 114.15 |
The intrinsic value of Zero Coupon'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 Zero Coupon'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 Zero Pon 2025 helps investors to forecast how Zero 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 Zero Coupon more accurately as focusing exclusively on Zero Coupon's fundamentals will not take into account other important factors: Zero Coupon Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Zero Coupon's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Zero Pon 2025, and traders can use it to determine the average amount a Zero Coupon'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 = 0.1522
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | BTTRX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Zero Coupon is performing at about 11% of its full potential. 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 Zero Coupon by adding it to a well-diversified portfolio.
Zero Coupon Fundamentals Growth
Zero Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Zero Coupon, and Zero Coupon 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 Zero Mutual Fund performance.
| Total Asset | 167.82 M | ||||
About Zero Coupon Performance
Evaluating Zero Coupon's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Zero Coupon 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 Zero Coupon 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 the value of its net assets in zero-coupon securities. It invests primarily in zero-coupon U.S. Treasury securities and their equivalents , and may invest up to 20 percent of its assets in other zero-coupon U.S. government agency securities that are AAA-rated. Zero-coupon securities make no periodic interest or principal payments. The fund is managed to mature in the year 2025 and will be liquidated near the end of its target maturity year.Things to note about Zero Pon 2025 performance evaluation
Checking the ongoing alerts about Zero Coupon for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Zero Pon 2025 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 99.78% of its assets under management (AUM) in fixed income securities |
- Analyzing Zero Coupon'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 Zero Coupon's stock is overvalued or undervalued compared to its peers.
- Examining Zero Coupon'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 Zero Coupon's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Zero Coupon's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Zero Coupon's mutual fund. These opinions can provide insight into Zero Coupon's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Zero Mutual Fund
Zero Coupon financial ratios help investors to determine whether Zero 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 Zero with respect to the benefits of owning Zero Coupon security.
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