Usaa Intermediate Term Fund Manager Performance Evaluation
| UITCX Fund | USD 9.10 0.01 0.11% |
The entity has a beta of -0.0351, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Usaa Intermediate are expected to decrease at a much lower rate. During the bear market, Usaa Intermediate is likely to outperform the market.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Usaa Intermediate Term are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Usaa Intermediate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreUsaa |
Usaa Intermediate Relative Risk vs. Return Landscape
If you would invest 904.00 in Usaa Intermediate Term on November 21, 2024 and sell it today you would earn a total of 6.00 from holding Usaa Intermediate Term or generate 0.66% return on investment over 90 days. Usaa Intermediate Term is currently producing 0.0117% returns and takes up 0.3154% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Usaa, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Usaa Intermediate Current Valuation
Fairly Valued
Today
Please note that Usaa Intermediate's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Usaa Intermediate Term has a current Real Value of $9.09 per share. The regular price of the fund is $9.1. We determine the value of Usaa Intermediate Term from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Usaa Intermediate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Usaa Mutual Fund. However, Usaa Intermediate'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 9.1 | Real 9.09 | Hype 9.09 | Naive 9.04 |
The intrinsic value of Usaa Intermediate'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 Usaa Intermediate'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 Usaa Intermediate Term helps investors to forecast how Usaa 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 Usaa Intermediate more accurately as focusing exclusively on Usaa Intermediate's fundamentals will not take into account other important factors: Usaa Intermediate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Usaa Intermediate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Usaa Intermediate Term, and traders can use it to determine the average amount a Usaa Intermediate'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 = 0.0371
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | UITCX |
Estimated Market Risk
| 0.32 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Usaa Intermediate is performing at about 2% 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 Usaa Intermediate by adding it to a well-diversified portfolio.
Usaa Intermediate Fundamentals Growth
Usaa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Usaa Intermediate, and Usaa Intermediate 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 Usaa Mutual Fund performance.
| Total Asset | 3.75 B | ||||
About Usaa Intermediate Performance
Evaluating Usaa Intermediate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Usaa Intermediate 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 Usaa Intermediate 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 normally invests at least 80 percent of its assets in a broad range of debt securities that have a dollar-weighted average portfolio maturity between three to 10 years. It will invest primarily in investment-grade securities, but also may invest up to 10 percent of its net assets in below-investment-grade securities, which are sometimes referred to as high-yield or junk bonds.Things to note about Usaa Intermediate Term performance evaluation
Checking the ongoing alerts about Usaa Intermediate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Usaa Intermediate Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps about 93.18% of its net assets in bonds |
- Analyzing Usaa Intermediate'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 Usaa Intermediate's stock is overvalued or undervalued compared to its peers.
- Examining Usaa Intermediate'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 Usaa Intermediate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Usaa Intermediate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Usaa Intermediate's mutual fund. These opinions can provide insight into Usaa Intermediate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Usaa Mutual Fund
Usaa Intermediate financial ratios help investors to determine whether Usaa 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 Usaa with respect to the benefits of owning Usaa Intermediate security.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |