Intermediate Bond Financials
| IBFFX Fund | USD 12.40 0.02 0.16% |
Intermediate |
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.
Intermediate Bond Fund Summary
Intermediate Bond competes with Income Fund, New World, American Mutual, American Mutual, and American Funds. 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.Specialization | Short-Term Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4588094072 |
| Business Address | Intermediate Bond |
| Mutual Fund Family | American Funds |
| Mutual Fund Category | Short-Term Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 421 4225 |
| Currency | USD - US Dollar |
Intermediate Bond Key Financial Ratios
Intermediate Financial Ratios 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 641.54 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.Intermediate Bond Systematic Risk
Intermediate Bond's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Intermediate Bond 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Intermediate Bond correlated with the market. If Beta is less than 0 Intermediate Bond generally moves in the opposite direction as compared to the market. If Intermediate Bond Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Intermediate Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Intermediate Bond is generally in the same direction as the market. If Beta > 1 Intermediate Bond moves generally in the same direction as, but more than the movement of the benchmark.
Intermediate Bond December 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Intermediate Bond help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Intermediate Bond Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Intermediate Bond Fund based on widely used predictive technical indicators. In general, we focus on analyzing Intermediate Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Intermediate Bond's daily price indicators and compare them against related drivers.
| Information Ratio | (0.34) | |||
| Maximum Drawdown | 0.9466 | |||
| Value At Risk | (0.32) | |||
| Potential Upside | 0.241 |
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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