Homestead Intermediate Financials
| HOIBX Fund | USD 4.59 0.01 0.22% |
Homestead |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Homestead Intermediate Fund Summary
Homestead Intermediate competes with Western Asset, Oakhurst Short, Prudential Short, Gmo High, and Muzinich. Under normal circumstances, the advisor intends to invest at least 80 percent of its net assets in fixed-income debt securities. Homestead Intermediate is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Homestead Funds Trust |
| Mutual Fund Family | Homestead |
| Mutual Fund Category | Intermediate Core Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 258 3030 |
| Currency | USD - US Dollar |
Homestead Intermediate Key Financial Ratios
Homestead Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Homestead Intermediate's current stock value. Our valuation model uses many indicators to compare Homestead Intermediate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Homestead Intermediate competition to find correlations between indicators driving Homestead Intermediate's intrinsic value. More Info.Homestead Intermediate Bond is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 1,344 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 Homestead Intermediate's earnings, one of the primary drivers of an investment's value.Homestead Intermediate Systematic Risk
Homestead Intermediate's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Homestead Intermediate volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Homestead Intermediate correlated with the market. If Beta is less than 0 Homestead Intermediate generally moves in the opposite direction as compared to the market. If Homestead Intermediate Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Homestead Intermediate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Homestead Intermediate is generally in the same direction as the market. If Beta > 1 Homestead Intermediate moves generally in the same direction as, but more than the movement of the benchmark.
Homestead Intermediate March 23, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Homestead Intermediate help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Homestead Intermediate Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Homestead Intermediate Bond based on widely used predictive technical indicators. In general, we focus on analyzing Homestead Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Homestead Intermediate's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3549 | |||
| Information Ratio | 0.3245 | |||
| Maximum Drawdown | 1.12 | |||
| Value At Risk | (0.44) | |||
| Potential Upside | 0.4474 |
Other Information on Investing in Homestead Mutual Fund
Homestead Intermediate financial ratios help investors to determine whether Homestead 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 Homestead with respect to the benefits of owning Homestead Intermediate security.
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