Corporate Bond Portfolio Fund Manager Performance Evaluation
| MPFDX Fund | USD 10.39 0.03 0.29% |
The fund shows a Beta (market volatility) of 0.0614, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Corporate Bond's returns are expected to increase less than the market. However, during the bear market, the loss of holding Corporate Bond is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Corporate Bond Portfolio has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Corporate Bond is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 27th of January 2023 | |
| Expense Ratio | 0.6500 |
Corporate |
Corporate Bond Relative Risk vs. Return Landscape
If you would invest 1,079 in Corporate Bond Portfolio on September 25, 2024 and sell it today you would lose (40.00) from holding Corporate Bond Portfolio or give up 3.71% of portfolio value over 90 days. Corporate Bond Portfolio is currently producing negative expected returns and takes up 0.3489% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Corporate, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Corporate Bond Current Valuation
Fairly Valued
Today
Please note that Corporate Bond's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Corporate Bond Portfolio shows a prevailing Real Value of $10.47 per share. The current price of the fund is $10.39. We determine the value of Corporate Bond Portfolio from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Corporate Bond is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Corporate Mutual Fund. However, Corporate Bond's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 10.39 | Real 10.47 | Hype 10.42 |
The intrinsic value of Corporate Bond's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Corporate Bond's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Corporate Bond Portfolio helps investors to forecast how Corporate mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Corporate Bond more accurately as focusing exclusively on Corporate Bond's fundamentals will not take into account other important factors: Corporate Bond Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Corporate Bond's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Corporate Bond Portfolio, and traders can use it to determine the average amount a Corporate Bond's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1701
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MPFDX |
Estimated Market Risk
| 0.35 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Corporate Bond is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Corporate Bond by adding Corporate Bond to a well-diversified portfolio.
Corporate Bond Fundamentals Growth
Corporate Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Corporate Bond, and Corporate Bond fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Corporate Mutual Fund performance.
| Total Asset | 94.33 M | ||||
About Corporate Bond Performance
Evaluating Corporate Bond's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Corporate Bond has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Corporate Bond has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its assets in corporate bonds. It invests primarily in U.S. corporate bonds that carry an investment grade rating , BBB- or higher by SP Global Ratings Group, a division of SP Global Inc. , BBB- or higher by Fitch Ratings, Inc. or, if unrated, considered by the adviser to be of equivalent quality.Things to note about Corporate Bond Portfolio performance evaluation
Checking the ongoing alerts about Corporate Bond for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Corporate Bond Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Corporate Bond generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Corporate Bond Portfolio maintains about 90.38% of its assets in bonds |
- Analyzing Corporate Bond's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Corporate Bond's stock is overvalued or undervalued compared to its peers.
- Examining Corporate Bond's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Corporate Bond's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Corporate Bond's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Corporate Bond's mutual fund. These opinions can provide insight into Corporate Bond's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Corporate Mutual Fund
Corporate Bond financial ratios help investors to determine whether Corporate 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 Corporate with respect to the benefits of owning Corporate Bond security.
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