Inflation Protected Bond Fund Manager Performance Evaluation
| IPBCX Fund | USD 10.34 0.06 0.58% |
The fund retains a Market Volatility (i.e., Beta) of 0.43, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Inflation-protected's returns are expected to increase less than the market. However, during the bear market, the loss of holding Inflation-protected is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Inflation Protected Bond Fund are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Inflation-protected is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | INPP Bolsters Portfolio with Share Buyback - TipRanks | 09/23/2024 |
| Expense Ratio Date | 1st of October 2022 | |
| Expense Ratio | 1.5200 |
Inflation-protected |
Inflation-protected Relative Risk vs. Return Landscape
If you would invest 996.00 in Inflation Protected Bond Fund on September 3, 2024 and sell it today you would earn a total of 38.00 from holding Inflation Protected Bond Fund or generate 3.82% return on investment over 90 days. Inflation Protected Bond Fund is currently producing 0.0593% returns and takes up 0.4022% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Inflation-protected, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Inflation-protected Current Valuation
Fairly Valued
Today
Please note that Inflation-protected's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Inflation Protected retains a regular Real Value of $10.28 per share. The prevalent price of the fund is $10.34. We determine the value of Inflation Protected 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 Inflation-protected is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Inflation-protected Mutual Fund. However, Inflation-protected'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 10.34 | Real 10.28 | Hype 10.34 | Naive 10.41 |
The intrinsic value of Inflation-protected'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 Inflation-protected'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 Inflation Protected Bond Fund helps investors to forecast how Inflation-protected 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 Inflation-protected more accurately as focusing exclusively on Inflation-protected's fundamentals will not take into account other important factors: Inflation-protected Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Inflation-protected's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Inflation Protected Bond Fund, and traders can use it to determine the average amount a Inflation-protected'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 = 0.1475
| Best Portfolio | Best Equity | |||
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| Cash | IPBCX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.4 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 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 Inflation-protected 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 Inflation-protected by adding it to a well-diversified portfolio.
Inflation-protected Fundamentals Growth
Inflation-protected Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Inflation-protected, and Inflation-protected 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 Inflation-protected Mutual Fund performance.
| Price To Earning | 25.36 X | |||
| Price To Book | 2.07 X | |||
| Price To Sales | 1.42 X | |||
| Total Asset | 1.4 M | |||
About Inflation-protected Performance
Evaluating Inflation-protected's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Inflation-protected 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 Inflation-protected 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 normally invests up to 70 percent of the funds total assets in debt securities up to 70 percent of the funds total assets in equity securities and up to 25 percent of the funds net assets in commodities. The fund is a feeder fund that invests substantially all of its assets in the Real Return Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.Things to note about Inflation Protected performance evaluation
Checking the ongoing alerts about Inflation-protected for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Inflation Protected 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 most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Inflation-protected'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 Inflation-protected's stock is overvalued or undervalued compared to its peers.
- Examining Inflation-protected'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 Inflation-protected's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Inflation-protected's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Inflation-protected's mutual fund. These opinions can provide insight into Inflation-protected's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Inflation-protected Mutual Fund
Inflation-protected financial ratios help investors to determine whether Inflation-protected 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 Inflation-protected with respect to the benefits of owning Inflation-protected security.
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