Homestead Intermediate Bond Fund Manager Performance Evaluation
| HOIBX Fund | USD 4.65 0.02 0.43% |
The fund retains a Market Volatility (i.e., Beta) of 0.0397, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Homestead Intermediate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Homestead Intermediate is expected to be smaller as well.
Risk-Adjusted Performance
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Homestead Intermediate Bond are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental drivers, Homestead Intermediate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreHomestead |
Homestead Intermediate Relative Risk vs. Return Landscape
If you would invest 461.00 in Homestead Intermediate Bond on November 8, 2025 and sell it today you would earn a total of 4.00 from holding Homestead Intermediate Bond or generate 0.87% return on investment over 90 days. Homestead Intermediate Bond is currently producing 0.0146% returns and takes up 0.1945% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Homestead, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Homestead Intermediate Current Valuation
Fairly Valued
Today
Please note that Homestead Intermediate's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Homestead Intermediate retains a regular Real Value of $4.63 per share. The prevalent price of the fund is $4.65. We determine the value of Homestead Intermediate from evaluating 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 come together.
Since Homestead Intermediate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Homestead Mutual Fund. However, Homestead Intermediate'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 4.65 | Real 4.63 | Hype 4.63 | Naive 4.62 |
The intrinsic value of Homestead Intermediate'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 Homestead Intermediate'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 Homestead Intermediate Bond helps investors to forecast how Homestead 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 Homestead Intermediate more accurately as focusing exclusively on Homestead Intermediate's fundamentals will not take into account other important factors: Homestead Intermediate Target Price Odds to finish over Current Price
The tendency of Homestead 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 |
| 4.65 | 90 days | 4.65 | about 1.49 |
Based on a normal probability distribution, the odds of Homestead Intermediate to move above the current price in 90 days from now is about 1.49 (This Homestead Intermediate Bond probability density function shows the probability of Homestead Mutual Fund to fall within a particular range of prices over 90 days) .
Homestead Intermediate Price Density |
| Price |
Predictive Modules for Homestead Intermediate
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Homestead Intermediate. 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.Homestead Intermediate Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Homestead Intermediate is not an exception. The market had few large corrections towards the Homestead Intermediate'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 Homestead Intermediate Bond, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Homestead Intermediate within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0 | |
β | Beta against Dow Jones | 0.04 | |
σ | Overall volatility | 0.01 | |
Ir | Information ratio | -0.17 |
Homestead Intermediate 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 Homestead Intermediate for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Homestead Intermediate 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% | |
| Homestead Intermediate retains about 6.93% of its assets under management (AUM) in cash |
Homestead Intermediate Fundamentals Growth
Homestead Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Homestead Intermediate, and Homestead Intermediate 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 Homestead Mutual Fund performance.
| Total Asset | 151.14 M | ||||
About Homestead Intermediate Performance
Evaluating Homestead Intermediate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Homestead Intermediate 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 Homestead Intermediate 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.
Under normal circumstances, the advisor intends to invest at least 80 percent of its net assets in fixed-income debt securities. It may invest up to 20 percent of its assets in other instruments, primarily including preferred stock , convertible bonds, and other investment companies, including open-end funds, closed-end funds and exchange-traded funds .Things to note about Homestead Intermediate performance evaluation
Checking the ongoing alerts about Homestead Intermediate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Homestead Intermediate 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% | |
| Homestead Intermediate retains about 6.93% of its assets under management (AUM) in cash |
- Analyzing Homestead Intermediate'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 Homestead Intermediate's stock is overvalued or undervalued compared to its peers.
- Examining Homestead Intermediate'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 Homestead Intermediate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Homestead Intermediate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Homestead Intermediate's mutual fund. These opinions can provide insight into Homestead Intermediate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Homestead Mutual Fund
Homestead Intermediate financial ratios help investors to determine whether Homestead 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 Homestead with respect to the benefits of owning Homestead Intermediate security.
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