Inflation Protected Net Asset vs. Ten Year Return
| IPBCX Fund | USD 10.34 0.03 0.29% |
For Inflation Protected profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Inflation Protected to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Inflation Protected Bond Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Inflation Protected's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Inflation Protected Bond Fund over time as well as its relative position and ranking within its peers.
Inflation |
Inflation Protected Ten Year Return vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Inflation Protected's current stock value. Our valuation model uses many indicators to compare Inflation Protected value to that of its competitors to determine the firm's financial worth. Inflation Protected Bond Fund is currently considered the top fund in net asset among similar funds. It also is currently considered the top fund in ten year return among similar funds . The ratio of Net Asset to Ten Year Return for Inflation Protected Bond Fund is about 34,466,368 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Inflation Protected's earnings, one of the primary drivers of an investment's value.Inflation Ten Year Return vs. Net Asset
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Inflation Protected |
| = | 76.86 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Inflation Protected |
| = | 2.23 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Inflation Ten Year Return Comparison
Inflation Protected is currently under evaluation in ten year return among similar funds.
Inflation Protected Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Inflation Protected, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Inflation Protected will eventually generate negative long term returns. The profitability progress is the general direction of Inflation Protected's change in net profit over the period of time. It can combine multiple indicators of Inflation Protected, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
Inflation Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Inflation Protected. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Inflation Protected position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Inflation Protected's important profitability drivers and their relationship over time.
Use Inflation Protected in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Inflation Protected position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Inflation Protected will appreciate offsetting losses from the drop in the long position's value.Inflation Protected Pair Trading
Inflation Protected Bond Fund Pair Trading Analysis
The ability to find closely correlated positions to Inflation Protected could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Inflation Protected when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Inflation Protected - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Inflation Protected Bond Fund to buy it.
The correlation of Inflation Protected is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Inflation Protected moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Inflation Protected moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Inflation Protected can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Inflation Protected position
In addition to having Inflation Protected in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Treasury ETFs Thematic Idea Now
Treasury ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Treasury ETFs theme has 113 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Treasury ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Inflation Mutual Fund
To fully project Inflation Protected's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Inflation Protected at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Inflation Protected's income statement, its balance sheet, and the statement of cash flows.
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