Core Plus Bond Manager Performance
The fund shows a Beta (market volatility) of 0.0, which signifies not very significant fluctuations relative to the market. the returns on MARKET and Core Plus are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Core Plus Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Core Plus is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8100 |
Core |
Core Plus Relative Risk vs. Return Landscape
If you would invest (100.00) in Core Plus Bond on December 13, 2024 and sell it today you would earn a total of 100.00 from holding Core Plus Bond or generate -100.0% return on investment over 90 days. Core Plus Bond is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Core, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Core Plus Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Core Plus' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Core Plus Bond, and traders can use it to determine the average amount a Core Plus' 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 = 0.0
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Core Plus 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 Core Plus by adding Core Plus to a well-diversified portfolio.
Core Plus Fundamentals Growth
Core Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Core Plus, and Core Plus 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 Core Mutual Fund performance.
| Total Asset | 641.05 M | |||
Things to note about Core Plus Bond performance evaluation
Checking the ongoing alerts about Core Plus for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Core Plus Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Core Plus Bond is not yet fully synchronised with the market data | |
| Core Plus Bond has some characteristics of a very speculative penny stock | |
| Core Plus Bond has a very high chance of going through financial distress in the upcoming years | |
| Core Plus Bond generated five year return of 0.0% | |
| This fund maintains about 9.27% of its assets in bonds |
- Analyzing Core Plus' 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 Core Plus' stock is overvalued or undervalued compared to its peers.
- Examining Core Plus' 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 Core Plus' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Core Plus' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Core Plus' mutual fund. These opinions can provide insight into Core Plus' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
Other Consideration for investing in Core Mutual Fund
If you are still planning to invest in Core Plus Bond check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Core Plus' history and understand the potential risks before investing.
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