Intermediate-term Bond Positions Weight vs. Annual Yield
| USIBX Fund | USD 9.13 0.01 0.11% |
For Intermediate-term profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Intermediate-term to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Intermediate Term Bond Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Intermediate-term's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Intermediate Term Bond Fund over time as well as its relative position and ranking within its peers.
Intermediate-term |
Intermediate Term Bond Annual Yield vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Intermediate-term's current stock value. Our valuation model uses many indicators to compare Intermediate-term value to that of its competitors to determine the firm's financial worth. Intermediate Term Bond Fund is rated below average in bond positions weight among similar funds. It is presently regarded as number one fund in annual yield among similar funds . The ratio of Bond Positions Weight to Annual Yield for Intermediate Term Bond Fund is about 1,514 . 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 Intermediate-term's earnings, one of the primary drivers of an investment's value.Intermediate-term Annual Yield vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Intermediate-term |
| = | 8.93 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Intermediate-term |
| = | 0.01 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Intermediate-term Annual Yield Comparison
Intermediate Term is currently under evaluation in annual yield among similar funds.
Intermediate-term Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Intermediate-term, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Intermediate-term will eventually generate negative long term returns. The profitability progress is the general direction of Intermediate-term's change in net profit over the period of time. It can combine multiple indicators of Intermediate-term, 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 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.
Intermediate-term Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Intermediate-term. 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 Intermediate-term 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 Intermediate-term's important profitability drivers and their relationship over time.
Use Intermediate-term 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 Intermediate-term 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 Intermediate-term will appreciate offsetting losses from the drop in the long position's value.Intermediate-term Pair Trading
Intermediate Term Bond Fund Pair Trading Analysis
The ability to find closely correlated positions to Intermediate-term could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Intermediate-term 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 Intermediate-term - 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 Intermediate Term Bond Fund to buy it.
The correlation of Intermediate-term 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 Intermediate-term moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Intermediate Term Bond 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 Intermediate-term 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 Intermediate-term position
In addition to having Intermediate-term 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 Shipping Containers Thematic Idea Now
Shipping Containers
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Shipping Containers theme has 16 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 Shipping Containers Theme or any other thematic opportunities.
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Other Information on Investing in Intermediate-term Mutual Fund
To fully project Intermediate-term's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Intermediate Term Bond 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 Intermediate-term's income statement, its balance sheet, and the statement of cash flows.
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