Intermediate Term Bond Fund Manager Performance Evaluation
| UITBX Fund | USD 9.12 0.01 0.11% |
The fund retains a Market Volatility (i.e., Beta) of -0.0754, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Intermediate-term are expected to decrease at a much lower rate. During the bear market, Intermediate-term is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Intermediate Term Bond Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental drivers, Intermediate-term 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 December 2019 | |
| Expense Ratio | 0.9100 |
Intermediate-term |
Intermediate-term Relative Risk vs. Return Landscape
If you would invest 927.00 in Intermediate Term Bond Fund on August 25, 2024 and sell it today you would lose (15.00) from holding Intermediate Term Bond Fund or give up 1.62% of portfolio value over 90 days. Intermediate Term Bond Fund is currently producing negative expected returns and takes up 0.2739% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Intermediate-term, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Intermediate-term Current Valuation
Overvalued
Today
Please note that Intermediate-term's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Intermediate Term Bond retains a regular Real Value of $8.79 per share. The prevalent price of the fund is $9.12. We determine the value of Intermediate Term 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 Intermediate-term is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Intermediate-term Mutual Fund. However, Intermediate-term'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 9.12 | Real 8.79 | Hype 9.12 | Naive 9.11 |
The intrinsic value of Intermediate-term'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 Intermediate-term'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 Intermediate Term Bond Fund helps investors to forecast how Intermediate-term 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 Intermediate-term more accurately as focusing exclusively on Intermediate-term's fundamentals will not take into account other important factors: Intermediate-term Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Intermediate-term's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Intermediate Term Bond Fund, and traders can use it to determine the average amount a Intermediate-term'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 = -0.0903
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | UITBX |
Estimated Market Risk
| 0.27 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
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Intermediate-term 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 Intermediate-term by adding Intermediate-term to a well-diversified portfolio.
Intermediate-term Fundamentals Growth
Intermediate-term Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Intermediate-term, and Intermediate-term 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 Intermediate-term Mutual Fund performance.
| Total Asset | 44.9 M | ||||
About Intermediate-term Performance
Evaluating Intermediate-term's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Intermediate-term 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 Intermediate-term 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 at least 80 percent of its assets in a broad range of debt securities that have a dollar-weighted average portfolio maturity between three to 10 years. It will invest primarily in investment-grade securities, but also may invest up to 10 percent of its net assets in below-investment-grade securities, which are sometimes referred to as high-yield or junk bonds.Things to note about Intermediate Term Bond performance evaluation
Checking the ongoing alerts about Intermediate-term for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Intermediate Term Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Intermediate-term generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Intermediate Term Bond keeps about 8.93% of its net assets in bonds |
- Analyzing Intermediate-term'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 Intermediate-term's stock is overvalued or undervalued compared to its peers.
- Examining Intermediate-term'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 Intermediate-term's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Intermediate-term's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Intermediate-term's mutual fund. These opinions can provide insight into Intermediate-term's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Intermediate-term Mutual Fund
Intermediate-term financial ratios help investors to determine whether Intermediate-term 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 Intermediate-term with respect to the benefits of owning Intermediate-term security.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. |