Intermediate Bond Financial Statements From 2010 to 2025
| IBFFX Fund | USD 12.56 0.01 0.08% |
Check Intermediate Bond financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Intermediate Bond's main balance sheet or income statement drivers, such as , as well as many indicators such as . Intermediate financial statements analysis is a perfect complement when working with Intermediate Bond Valuation or Volatility modules.
Intermediate |
Intermediate Bond Fund Mutual Fund One Year Return Analysis
Intermediate Bond's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Intermediate Bond One Year Return | 5.99 % |
Most of Intermediate Bond's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Intermediate Bond Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Intermediate Bond Fund has an One Year Return of 5.9874%. This is much higher than that of the American Funds family and significantly higher than that of the Short-Term Bond category. The one year return for all United States funds is notably lower than that of the firm.
Intermediate Bond Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Intermediate Bond's current stock value. Our valuation model uses many indicators to compare Intermediate Bond value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Intermediate Bond competition to find correlations between indicators driving Intermediate Bond's intrinsic value. More Info.Intermediate Bond Fund is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 437.23 of Year To Date Return per Annual Yield. 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 Bond's earnings, one of the primary drivers of an investment's value.About Intermediate Bond Financial Statements
Intermediate Bond investors use historical fundamental indicators, such as Intermediate Bond's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Intermediate Bond. Please read more on our technical analysis and fundamental analysis pages.
The fund maintains a portfolio of bonds, other debt securities and money market instruments having a dollar-weighted average effective maturity of no less than three years and no greater than five years under normal market conditions. It invests primarily in bonds and other debt securities with quality ratings of A- or better or A3 or better or unrated but determined to be of equivalent quality by the funds investment adviser. The fund primarily invests in debt securities denominated in U.S. dollars.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Intermediate Mutual Fund
Intermediate Bond financial ratios help investors to determine whether Intermediate 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 with respect to the benefits of owning Intermediate Bond security.
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