Real Return Bond Fund Three Year Return
Real Return Bond fundamentals help investors to digest information that contributes to Real Return's financial success or failures. It also enables traders to predict the movement of Real Mutual Fund. The fundamental analysis module provides a way to measure Real Return's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Real Return mutual fund.
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Real Return Bond Mutual Fund Three Year Return Analysis
Real Return's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Real Return Three Year Return | 2.00 % |
Most of Real Return's fundamental indicators, such as Three 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, Real Return Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Real Return Bond has a Three Year Return of 2.0%. This is 29.08% lower than that of the John Hancock family and significantly higher than that of the Inflation-Protected Bond category. The three year return for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Real Return
The fund consists of 90.15% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.Asset allocation divides Real Return's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Real Fundamentals
| Total Asset | 132.05 M | |||
| One Year Return | 6.49 % | |||
| Three Year Return | 2.00 % | |||
| Five Year Return | 1.84 % | |||
| Ten Year Return | 3.18 % | |||
| Net Asset | 132.05 M | |||
| Last Dividend Paid | 0.13 | |||
| Cash Position Weight | 1.21 % | |||
| Bond Positions Weight | 90.15 % |
Also Currently Popular
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.Check out Risk vs Return Analysis 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 metropolitan statistical area. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Other Consideration for investing in Real Mutual Fund
If you are still planning to invest in Real Return 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 Real Return's history and understand the potential risks before investing.
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