Intermediate Term Bond Fund Market Value

UITBX Fund  USD 9.17  0.02  0.22%   
Intermediate-term's market value is the price at which a share of Intermediate-term trades on a public exchange. It measures the collective expectations of Intermediate Term Bond Fund investors about its performance. Intermediate-term is trading at 9.17 as of the 15th of March 2025; that is 0.22 percent down since the beginning of the trading day. The fund's open price was 9.19.
With this module, you can estimate the performance of a buy and hold strategy of Intermediate Term Bond Fund and determine expected loss or profit from investing in Intermediate-term over a given investment horizon. Check out Intermediate-term Correlation, Intermediate-term Volatility and Intermediate-term Alpha and Beta module to complement your research on Intermediate-term.
Symbol

Please note, there is a significant difference between Intermediate-term's value and its price as these two are different measures arrived at by different means. Investors typically determine if Intermediate-term is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Intermediate-term's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Intermediate-term 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Intermediate-term's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Intermediate-term.
0.00
12/15/2024
No Change 0.00  0.0 
In 3 months and 1 day
03/15/2025
0.00
If you would invest  0.00  in Intermediate-term on December 15, 2024 and sell it all today you would earn a total of 0.00 from holding Intermediate Term Bond Fund or generate 0.0% return on investment in Intermediate-term over 90 days. Intermediate-term is related to or competes with Nuveen Nwq, Vanguard Mid-cap, T Rowe, Ab Discovery, Foundry Partners, and Ashmore Emerging. The fund normally invests at least 80 percent of its assets in a broad range of debt securities that have a dollar-weigh... More

Intermediate-term Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Intermediate-term's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Intermediate Term Bond Fund upside and downside potential and time the market with a certain degree of confidence.

Intermediate-term Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Intermediate-term's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Intermediate-term's standard deviation. In reality, there are many statistical measures that can use Intermediate-term historical prices to predict the future Intermediate-term's volatility.
Hype
Prediction
LowEstimatedHigh
8.859.179.49
Details
Intrinsic
Valuation
LowRealHigh
8.839.159.47
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Please note, it is not enough to conduct a financial or market analysis of a single entity such as Intermediate-term. Your research has to be compared to or analyzed against Intermediate-term's peers to derive any actionable benefits. When done correctly, Intermediate-term's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Intermediate Term Bond.

Intermediate Term Bond Backtested Returns

At this stage we consider Intermediate-term Mutual Fund to be very steady. Intermediate Term Bond holds Efficiency (Sharpe) Ratio of 0.0696, which attests that the entity had a 0.0696 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Intermediate Term Bond, which you can use to evaluate the volatility of the entity. Please check out Intermediate-term's Downside Deviation of 0.3272, market risk adjusted performance of 0.2811, and Risk Adjusted Performance of 0.0436 to validate if the risk estimate we provide is consistent with the expected return of 0.0225%. The fund retains a Market Volatility (i.e., Beta) of 0.046, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Intermediate-term's returns are expected to increase less than the market. However, during the bear market, the loss of holding Intermediate-term is expected to be smaller as well.

Auto-correlation

    
  0.06  

Virtually no predictability

Intermediate Term Bond Fund has virtually no predictability. Overlapping area represents the amount of predictability between Intermediate-term time series from 15th of December 2024 to 29th of January 2025 and 29th of January 2025 to 15th of March 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Intermediate Term Bond price movement. The serial correlation of 0.06 indicates that barely 6.0% of current Intermediate-term price fluctuation can be explain by its past prices.
Correlation Coefficient0.06
Spearman Rank Test0.29
Residual Average0.0
Price Variance0.01

Intermediate Term Bond lagged returns against current returns

Autocorrelation, which is Intermediate-term mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Intermediate-term's mutual fund expected returns. We can calculate the autocorrelation of Intermediate-term returns to help us make a trade decision. For example, suppose you find that Intermediate-term has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Intermediate-term regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Intermediate-term mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Intermediate-term mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Intermediate-term mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Intermediate-term Lagged Returns

When evaluating Intermediate-term's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Intermediate-term mutual fund have on its future price. Intermediate-term autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Intermediate-term autocorrelation shows the relationship between Intermediate-term mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Intermediate Term Bond Fund.
   Regressed Prices   
       Timeline  

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Other Information on Investing in Intermediate-term Mutual Fund

Intermediate-term financial ratios help investors to determine whether Intermediate-term 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-term with respect to the benefits of owning Intermediate-term security.
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