Diversified Bond Financial Statements From 2010 to 2024
| ADFAX Fund | USD 9.17 0.04 0.43% |
Check Diversified Bond financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Diversified Bond's main balance sheet or income statement drivers, such as , as well as many indicators such as . Diversified financial statements analysis is a perfect complement when working with Diversified Bond Valuation or Volatility modules.
Diversified |
Diversified Bond Fund Mutual Fund Five Year Return Analysis
Diversified Bond's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Diversified Bond Five Year Return | (0.22) % |
Most of Diversified Bond's fundamental indicators, such as Five 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, Diversified Bond Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Diversified Bond Fund has a Five Year Return of -0.2201%. This is 109.91% lower than that of the American Century Investments family and significantly lower than that of the Intermediate Core Bond category. The five year return for all United States funds is notably higher than that of the company.
Diversified Bond Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Diversified Bond's current stock value. Our valuation model uses many indicators to compare Diversified Bond value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Diversified Bond competition to find correlations between indicators driving Diversified Bond's intrinsic value. More Info.Diversified Bond Fund is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 853.76 of Year To Date Return per Annual Yield. 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 Diversified Bond's earnings, one of the primary drivers of an investment's value.About Diversified Bond Financial Statements
Diversified Bond investors use historical fundamental indicators, such as Diversified Bond's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Diversified Bond. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests at least 80 percent of its net assets in high- and medium-grade, non-money market debt securities. It invests most of its assets in investment-grade securities. The weighted average maturity of the funds portfolio must be three and one-half years or longer.
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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.Other Information on Investing in Diversified Mutual Fund
Diversified Bond financial ratios help investors to determine whether Diversified 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 Diversified with respect to the benefits of owning Diversified Bond security.
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