Intermediate Bond Financials
| RBOEX Fund | USD 12.33 0.04 0.33% |
Intermediate |
Please note that past performance is not an indicator of the future performance of Intermediate Bond, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Intermediate Bond Fund Summary
Intermediate Bond competes with Income Fund, American Mutual, American Mutual, American Funds, and American Funds. The fund maintains a portfolio of bonds, other debt securities and money market instruments having a dollar-weighted average effective maturity of no less than three years and no greater than five years under normal market conditions. It invests primarily in bonds and other debt securities with quality ratings of A- or better or A3 or better or unrated but determined to be of equivalent quality by the funds investment adviser. The fund primarily invests in debt securities denominated in U.S. dollars.Specialization | Short-Term Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4588098453 |
| Business Address | Intermediate Bond |
| Mutual Fund Family | American Funds |
| Mutual Fund Category | Short-Term Bond |
| Benchmark | NYSE Composite |
| Phone | 800 421 4225 |
| Currency | USD - US Dollar |
You should never invest in Intermediate Bond Fund without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Intermediate Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Intermediate Bond's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Intermediate Bond Key Financial Ratios
Generally speaking, Intermediate Bond's financial ratios allow both analysts and investors to convert raw data from Intermediate Bond's financial statements into concise, actionable information that can be used to evaluate the performance of Intermediate Bond over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Intermediate Bond reports annually and quarterly.Intermediate Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Intermediate Bond's current stock value. Our valuation model uses many indicators to compare Intermediate Bond value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Intermediate Bond competition to find correlations between indicators driving Intermediate Bond's intrinsic value. More Info.Intermediate Bond Fund is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 103.27 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Intermediate Bond by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Intermediate Bond's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Intermediate Bond Systematic Risk
Intermediate Bond's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Intermediate Bond volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Intermediate Bond correlated with the market. If Beta is less than 0 Intermediate Bond generally moves in the opposite direction as compared to the market. If Intermediate Bond Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Intermediate Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Intermediate Bond is generally in the same direction as the market. If Beta > 1 Intermediate Bond moves generally in the same direction as, but more than the movement of the benchmark.