Investment Grade Bond Fund Manager Performance Evaluation
| RFAAX Fund | USD 18.42 0.16 0.88% |
The fund retains a Market Volatility (i.e., Beta) of 0.0646, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Investment Grade's returns are expected to increase less than the market. However, during the bear market, the loss of holding Investment Grade is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Investment Grade Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Investment Grade is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8100 |
Investment |
Investment Grade Relative Risk vs. Return Landscape
If you would invest 1,862 in Investment Grade Bond on August 28, 2024 and sell it today you would lose (20.00) from holding Investment Grade Bond or give up 1.07% of portfolio value over 90 days. Investment Grade Bond is currently producing negative expected returns and takes up 0.3155% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Investment, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Investment Grade Current Valuation
Overvalued
Today
Please note that Investment Grade's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Investment Grade Bond retains a regular Real Value of $17.81 per share. The prevalent price of the fund is $18.42. We determine the value of Investment Grade Bond 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 Investment Grade is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Investment Mutual Fund. However, Investment Grade'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 18.42 | Real 17.81 | Hype 18.42 | Naive 18.42 |
The intrinsic value of Investment Grade'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 Investment Grade'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 Investment Grade Bond helps investors to forecast how Investment 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 Investment Grade more accurately as focusing exclusively on Investment Grade's fundamentals will not take into account other important factors: Investment Grade Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Investment Grade's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Investment Grade Bond, and traders can use it to determine the average amount a Investment Grade'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 = -0.0528
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RFAAX |
Estimated Market Risk
| 0.32 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Investment Grade is not performing at its full potential. However, 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 Investment Grade by adding Investment Grade to a well-diversified portfolio.
Investment Grade Fundamentals Growth
Investment Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Investment Grade, and Investment Grade 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 Investment Mutual Fund performance.
| Total Asset | 737.44 M | ||||
About Investment Grade Performance
Evaluating Investment Grade's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Investment Grade 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 Investment Grade 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 has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net assets plus borrowings for investment purposes in investment grade bonds. Russell Investment Management, LLC provides or oversees the provision of all investment advisory and portfolio management services for the fund.Things to note about Investment Grade Bond performance evaluation
Checking the ongoing alerts about Investment Grade for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Investment Grade Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Investment Grade generated a negative expected return over the last 90 days | |
| Investment Grade Bond generated five year return of -1.0% | |
| This fund maintains about 5.2% of its assets in cash |
- Analyzing Investment Grade'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 Investment Grade's stock is overvalued or undervalued compared to its peers.
- Examining Investment Grade'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 Investment Grade's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Investment Grade's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Investment Grade's mutual fund. These opinions can provide insight into Investment Grade's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Investment Mutual Fund
Investment Grade financial ratios help investors to determine whether Investment 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 Investment with respect to the benefits of owning Investment Grade security.
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