Inflation Adjusted Bond Fund Manager Performance Evaluation
The fund retains a Market Volatility (i.e., Beta) of 0.0913, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Inflation-adjusted's returns are expected to increase less than the market. However, during the bear market, the loss of holding Inflation-adjusted is expected to be smaller as well.
Risk-Adjusted Performance
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Inflation Adjusted Bond Fund are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Inflation-adjusted is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreInflation-adjusted |
Inflation-adjusted Relative Risk vs. Return Landscape
If you would invest 1,040 in Inflation Adjusted Bond Fund on December 17, 2024 and sell it today you would earn a total of 19.00 from holding Inflation Adjusted Bond Fund or generate 1.83% return on investment over 90 days. Inflation Adjusted Bond Fund is currently producing 0.0306% returns and takes up 0.2793% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Inflation-adjusted, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Inflation-adjusted Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Inflation-adjusted's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Inflation Adjusted Bond Fund, and traders can use it to determine the average amount a Inflation-adjusted'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 = 0.1094
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AIADX |
Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Inflation-adjusted is performing at about 8% of its full potential. 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 Inflation-adjusted by adding it to a well-diversified portfolio.
Inflation-adjusted Fundamentals Growth
Inflation-adjusted Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Inflation-adjusted, and Inflation-adjusted 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 Inflation-adjusted Mutual Fund performance.
| Total Asset | 3.46 B | ||||
About Inflation-adjusted Performance
Evaluating Inflation-adjusted's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Inflation-adjusted 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 Inflation-adjusted 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 investment seeks total return and inflation protection consistent with investment in inflation-indexed securities. Inflation-Adjusted is traded on NASDAQ Exchange in the United States.Things to note about Inflation Adjusted Bond performance evaluation
Checking the ongoing alerts about Inflation-adjusted for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Inflation Adjusted Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Inflation-adjusted is not yet fully synchronised with the market data | |
| The fund generated three year return of -1.0% | |
| Inflation Adjusted Bond holds most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Inflation-adjusted'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 Inflation-adjusted's stock is overvalued or undervalued compared to its peers.
- Examining Inflation-adjusted'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 Inflation-adjusted's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Inflation-adjusted's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Inflation-adjusted's mutual fund. These opinions can provide insight into Inflation-adjusted's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Inflation-adjusted Mutual Fund
Inflation-adjusted financial ratios help investors to determine whether Inflation-adjusted 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 Inflation-adjusted with respect to the benefits of owning Inflation-adjusted security.
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