Low Duration Bond Institutional Fund Manager Performance Evaluation
| GLDYX Fund | USD 12.90 0.01 0.08% |
The fund secures a Beta (Market Risk) of -0.0074, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Low-duration Bond are expected to decrease at a much lower rate. During the bear market, Low-duration Bond is likely to outperform the market.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Low Duration Bond Institutional are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Low-duration Bond is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.3400 |
Low-duration |
Low-duration Bond Relative Risk vs. Return Landscape
If you would invest 1,288 in Low Duration Bond Institutional on August 31, 2024 and sell it today you would earn a total of 2.00 from holding Low Duration Bond Institutional or generate 0.16% return on investment over 90 days. Low Duration Bond Institutional is currently producing 0.0025% returns and takes up 0.0983% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Low-duration, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Low-duration Bond Current Valuation
Overvalued
Today
Please note that Low-duration Bond's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Low Duration Bond secures a last-minute Real Value of $12.57 per share. The latest price of the fund is $12.9. We determine the value of Low Duration Bond from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Low-duration Bond is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Low-duration Mutual Fund. However, Low-duration Bond'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 12.9 | Real 12.57 | Hype 12.89 |
The intrinsic value of Low-duration Bond'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 Low-duration Bond'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 Low Duration Bond Institutional helps investors to forecast how Low-duration 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 Low-duration Bond more accurately as focusing exclusively on Low-duration Bond's fundamentals will not take into account other important factors: Low-duration Bond Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Low-duration Bond's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Low Duration Bond Institutional, and traders can use it to determine the average amount a Low-duration Bond'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 = 0.0256
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| GLDYX |
Based on monthly moving average Low-duration Bond is performing at about 2% 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 Low-duration Bond by adding it to a well-diversified portfolio.
Low-duration Bond Fundamentals Growth
Low-duration Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Low-duration Bond, and Low-duration Bond 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 Low-duration Mutual Fund performance.
| Total Asset | 945.51 M | ||||
About Low-duration Bond Performance
Evaluating Low-duration Bond's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Low-duration Bond 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 Low-duration Bond 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 mainly in investment grade fixed income instruments. The funds portfolio is diversified among a large number of companies across different industries and economic sectors. It may hold up to 30 percent of its assets in obligations denominated in currencies other than the U.S. dollar and may invest beyond this limit when considering U.S. dollar-denominated securities of foreign issuers.Things to note about Low Duration Bond performance evaluation
Checking the ongoing alerts about Low-duration Bond for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Low Duration Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 11.01% of its assets under management (AUM) in cash |
- Analyzing Low-duration Bond'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 Low-duration Bond's stock is overvalued or undervalued compared to its peers.
- Examining Low-duration Bond'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 Low-duration Bond's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Low-duration Bond's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Low-duration Bond's mutual fund. These opinions can provide insight into Low-duration Bond's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Low-duration Mutual Fund
Low-duration Bond financial ratios help investors to determine whether Low-duration 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 Low-duration with respect to the benefits of owning Low-duration Bond security.
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