Core Bond Ten Year Return vs. Bond Positions Weight
| JICDX Fund | USD 10.76 0.12 1.10% |
For Core Bond profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Core Bond to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Core Bond Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Core Bond's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Core Bond Fund over time as well as its relative position and ranking within its peers.
Core |
Core Bond Fund Bond Positions Weight vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Core Bond's current stock value. Our valuation model uses many indicators to compare Core Bond value to that of its competitors to determine the firm's financial worth. Core Bond Fund is currently considered the top fund in ten year return among similar funds. It also is currently considered the top fund in bond positions weight among similar funds creating about 1.05 of Bond Positions Weight per Ten Year Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Core Bond's earnings, one of the primary drivers of an investment's value.Core Bond Positions Weight vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Core Bond |
| = | 4.00 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Core Bond |
| = | 4.18 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Core Bond Positions Weight Comparison
Core Bond is currently under evaluation in bond positions weight among similar funds.
Core Bond Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Core Bond, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Core Bond will eventually generate negative long term returns. The profitability progress is the general direction of Core Bond's change in net profit over the period of time. It can combine multiple indicators of Core Bond, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests at least 80 percent of its net assets in a broad range of investment-grade debt securities. The manager expects to maintain an effective duration within 10 percent of the duration of the Bloomberg U.S. Aggregate Bond Index. It may invest up to 25 percent of total assets in asset-backed securities, other than mortgage-backed securities up to 20 percent of total assets in U.S. dollar-denominated obligations of foreign issuers and up to 10 percent of total assets in stripped mortgage-backed securities.
Core Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Core Bond. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Core Bond position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Core Bond's important profitability drivers and their relationship over time.
Use Core Bond in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Core Bond position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Core Bond will appreciate offsetting losses from the drop in the long position's value.Core Bond Pair Trading
Core Bond Fund Pair Trading Analysis
The ability to find closely correlated positions to Core Bond could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Core Bond when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Core Bond - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Core Bond Fund to buy it.
The correlation of Core Bond is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Core Bond moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Core Bond Fund moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Core Bond can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Core Bond position
In addition to having Core Bond in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Software Thematic Idea Now
Software
Companies that develop and distribute software and software systems to individuals or business. The Software theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Software Theme or any other thematic opportunities.
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Other Information on Investing in Core Mutual Fund
To fully project Core Bond's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Core Bond Fund at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Core Bond's income statement, its balance sheet, and the statement of cash flows.
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