Medium Duration Bond Investor Fund Manager Performance Evaluation
| GMDZX Fund | USD 12.90 0.01 0.08% |
The fund secures a Beta (Market Risk) of 0.0744, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Medium Duration's returns are expected to increase less than the market. However, during the bear market, the loss of holding Medium Duration is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Medium Duration Bond Investor are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Medium Duration 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 May 2025 | |
| Expense Ratio | 0.6800 |
Medium |
Medium Duration Relative Risk vs. Return Landscape
If you would invest 1,277 in Medium Duration Bond Investor on November 5, 2025 and sell it today you would earn a total of 13.00 from holding Medium Duration Bond Investor or generate 1.02% return on investment over 90 days. Medium Duration Bond Investor is currently producing 0.017% returns and takes up 0.157% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Medium, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Medium Duration Current Valuation
Fairly Valued
Today
Please note that Medium Duration's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Medium Duration Bond secures a last-minute Real Value of $12.89 per share. The latest price of the fund is $12.9. We determine the value of Medium 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 Medium Duration is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Medium Mutual Fund. However, Medium Duration'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 12.89 | Hype 12.9 | Naive 12.89 |
The intrinsic value of Medium Duration'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 Medium Duration'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 Medium Duration Bond Investor helps investors to forecast how Medium 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 Medium Duration more accurately as focusing exclusively on Medium Duration's fundamentals will not take into account other important factors: Medium Duration Target Price Odds to finish over Current Price
The tendency of Medium Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 12.90 | 90 days | 12.90 | about 18.86 |
Based on a normal probability distribution, the odds of Medium Duration to move above the current price in 90 days from now is about 18.86 (This Medium Duration Bond Investor probability density function shows the probability of Medium Mutual Fund to fall within a particular range of prices over 90 days) .
Medium Duration Price Density |
| Price |
Predictive Modules for Medium Duration
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Medium Duration Bond. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Medium Duration Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Medium Duration is not an exception. The market had few large corrections towards the Medium Duration's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Medium Duration Bond Investor, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Medium Duration within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.01 | |
β | Beta against Dow Jones | 0.07 | |
σ | Overall volatility | 0.05 | |
Ir | Information ratio | -0.33 |
Medium Duration Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Medium Duration for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Medium Duration Bond can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund generated five year return of 0.0% | |
| Medium Duration Bond retains about 16.52% of its assets under management (AUM) in cash |
Medium Duration Fundamentals Growth
Medium Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Medium Duration, and Medium Duration 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 Medium Mutual Fund performance.
| Total Asset | 600.47 M | ||||
About Medium Duration Performance
Evaluating Medium Duration's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Medium Duration 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 Medium Duration 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 Medium Duration Bond performance evaluation
Checking the ongoing alerts about Medium Duration for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Medium 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 generated five year return of 0.0% | |
| Medium Duration Bond retains about 16.52% of its assets under management (AUM) in cash |
- Analyzing Medium Duration'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 Medium Duration's stock is overvalued or undervalued compared to its peers.
- Examining Medium Duration'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 Medium Duration's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Medium Duration's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Medium Duration's mutual fund. These opinions can provide insight into Medium Duration's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Medium Mutual Fund
Medium Duration financial ratios help investors to determine whether Medium 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 Medium with respect to the benefits of owning Medium Duration security.
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