Bond Fund Financial Statements From 2010 to 2024
AIBNX Fund | USD 8.42 0.04 0.47% |
Check Bond Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Bond Fund's main balance sheet or income statement drivers, such as , as well as many indicators such as . Bond financial statements analysis is a perfect complement when working with Bond Fund Valuation or Volatility modules.
Bond |
Bond Fund Institutional Mutual Fund Five Year Return Analysis
Bond Fund'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 Bond Fund Five Year Return | 0.17 % |
Most of Bond Fund'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, Bond Fund Institutional 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.
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According to the company disclosure, Bond Fund Institutional has a Five Year Return of 0.1659%. This is much higher than that of the Cavanal Hill funds family and significantly higher than that of the Intermediate Core Bond category. The five year return for all United States funds is notably lower than that of the firm.
Bond Fund Institutional Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Bond Fund's current stock value. Our valuation model uses many indicators to compare Bond Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Bond Fund competition to find correlations between indicators driving Bond Fund's intrinsic value. More Info.Bond Fund Institutional 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 995.48 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 Bond Fund's earnings, one of the primary drivers of an investment's value.About Bond Fund Financial Statements
Bond Fund investors use historical fundamental indicators, such as Bond Fund'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 Bond Fund. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in bonds. It invests primarily in debt obligations such as bonds, notes and debentures, and bills issued by U.S. corporations or by the U.S. government, its agencies, or instrumentalities, municipal securities, mortgage-backed securities, asset-backed securities, collateralized mortgage obligations and fixed income ETFs. The fund also invests in money market instruments.
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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 Bond Mutual Fund
Bond Fund financial ratios help investors to determine whether Bond 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 Bond with respect to the benefits of owning Bond Fund security.
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