California Bond Fund Manager Performance Evaluation
| USCBX Fund | USD 10.27 0.01 0.1% |
The fund shows a Beta (market volatility) of 0.0353, which signifies not very significant fluctuations relative to the market. As returns on the market increase, California Bond's returns are expected to increase less than the market. However, during the bear market, the loss of holding California Bond 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 California Bond Fund are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental drivers, California Bond 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 July 2025 | |
| Expense Ratio | 0.5500 |
California |
California Bond Relative Risk vs. Return Landscape
If you would invest 1,022 in California Bond Fund on November 5, 2025 and sell it today you would earn a total of 5.00 from holding California Bond Fund or generate 0.49% return on investment over 90 days. California Bond Fund is currently producing 0.0082% returns and takes up 0.1323% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than California, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
California Bond Current Valuation
Fairly Valued
Today
Please note that California Bond's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. California Bond shows a prevailing Real Value of $10.26 per share. The current price of the fund is $10.27. We determine the value of California Bond from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since California Bond is currently traded on the exchange, buyers and sellers on that exchange determine the market value of California Mutual Fund. However, California Bond'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 10.27 | Real 10.26 | Hype 10.27 | Naive 10.23 |
The intrinsic value of California Bond'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 California Bond'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 California Bond Fund helps investors to forecast how California 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 California Bond more accurately as focusing exclusively on California Bond's fundamentals will not take into account other important factors: California Bond Target Price Odds to finish over Current Price
The tendency of California 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 |
| 10.27 | 90 days | 10.27 | about 16.42 |
Based on a normal probability distribution, the odds of California Bond to move above the current price in 90 days from now is about 16.42 (This California Bond Fund probability density function shows the probability of California Mutual Fund to fall within a particular range of prices over 90 days) .
California Bond Price Density |
| Price |
Predictive Modules for California Bond
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as California 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.California Bond Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. California Bond is not an exception. The market had few large corrections towards the California Bond'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 California Bond Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of California Bond within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.0026 | |
β | Beta against Dow Jones | 0.04 | |
σ | Overall volatility | 0.03 | |
Ir | Information ratio | -0.35 |
California Bond 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 California Bond for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for California 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 keeps most of the net assets in exotic instruments. |
California Bond Fundamentals Growth
California Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of California Bond, and California Bond 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 California Mutual Fund performance.
| Total Asset | 398.18 M | |||
About California Bond Performance
Evaluating California Bond's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if California Bond 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 California Bond 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 primarily in long-term investment-grade securities issued by the state of California, its political subdivisions, instrumentalities, and by other government entities, the interest on which is excludable from gross income for federal income tax and California state income tax purposes. During normal market conditions, at least 80 percent of the funds net assets will consist of California tax-exempt securities. Its dollar-weighted average portfolio maturity is not restricted, but is expected to be greater than 10 years.Things to note about California Bond performance evaluation
Checking the ongoing alerts about California Bond for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for California 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 keeps most of the net assets in exotic instruments. |
- Analyzing California Bond'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 California Bond's stock is overvalued or undervalued compared to its peers.
- Examining California Bond'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 California Bond's management team can have a significant impact on its success or failure. Reviewing the track record and experience of California Bond's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of California Bond's mutual fund. These opinions can provide insight into California Bond's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in California Mutual Fund
California Bond financial ratios help investors to determine whether California 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 California with respect to the benefits of owning California Bond security.
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