Inflation Adjusted Bond Fund Manager Performance Evaluation
| AIAVX Fund | USD 10.33 0.07 0.67% |
The fund retains a Market Volatility (i.e., Beta) of 0.14, 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
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Weak | Strong |
Very Weak
Over the last 90 days Inflation Adjusted Bond Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Inflation Adjusted is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of August 2022 | |
| Expense Ratio | 0.7900 |
Inflation |
Inflation Adjusted Relative Risk vs. Return Landscape
If you would invest 1,085 in Inflation Adjusted Bond Fund on September 19, 2024 and sell it today you would lose (45.00) from holding Inflation Adjusted Bond Fund or give up 4.15% of portfolio value over 90 days. Inflation Adjusted Bond Fund is currently producing negative expected returns and takes up 0.3341% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Inflation, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Inflation Adjusted Current Valuation
Undervalued
Today
Please note that Inflation Adjusted's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Inflation Adjusted Bond retains a regular Real Value of $10.66 per share. The prevalent price of the fund is $10.33. We determine the value of Inflation Adjusted Bond from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Inflation Adjusted is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Inflation Mutual Fund. However, Inflation Adjusted'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 10.33 | Real 10.66 | Hype 12.02 |
The intrinsic value of Inflation Adjusted'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 Inflation Adjusted'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 Inflation Adjusted Bond Fund helps investors to forecast how Inflation 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 Inflation Adjusted more accurately as focusing exclusively on Inflation Adjusted's fundamentals will not take into account other important factors: 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 = -0.1964
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AIAVX |
Estimated Market Risk
| 0.33 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.2 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Inflation Adjusted is not performing at its full potential. However, 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 Inflation Adjusted to a well-diversified portfolio.
Inflation Adjusted Fundamentals Growth
Inflation 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 Mutual Fund performance.
| Total Asset | 98.78 M | ||||
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.
Under normal market conditions, the fund invests at least 80 percent of its net assets in inflation-adjusted bonds. It also may invest in derivative instruments such as futures contracts and swap agreements , bank loans, securities backed by mortgages or other assets and collateralized debt obligations. The fund may invest in U.S. Treasury futures, inflation swap agreements and credit default swap agreements to manage duration, inflation and credit exposure.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 generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| 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 Mutual Fund
Inflation Adjusted financial ratios help investors to determine whether Inflation 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 with respect to the benefits of owning Inflation Adjusted security.
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