Diversified Bond Fund Manager Performance Evaluation
CDBCX Fund | USD 8.91 0.02 0.22% |
The fund shows a Beta (market volatility) of 0.28, which means not very significant fluctuations relative to the market. As returns on the market increase, Diversified Bond's returns are expected to increase less than the market. However, during the bear market, the loss of holding Diversified Bond is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Diversified Bond Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Diversified Bond is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreExpense Ratio Date | 1st of August 2022 | |
Expense Ratio | 1.6000 |
Diversified |
Diversified Bond Relative Risk vs. Return Landscape
If you would invest 911.00 in Diversified Bond Fund on January 26, 2024 and sell it today you would lose (20.00) from holding Diversified Bond Fund or give up 2.2% of portfolio value over 90 days. Diversified Bond Fund is currently producing negative expected returns and takes up 0.4132% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Diversified, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Diversified Bond Current Valuation
Fairly Valued
Today
Please note that Diversified Bond's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Diversified Bond shows a prevailing Real Value of $8.95 per share. The current price of the fund is $8.91. We determine the value of Diversified Bond from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Our valuation method for Diversified Bond Fund is useful when determining the fair value of the Diversified mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Diversified Bond. Since Diversified Bond is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Diversified Mutual Fund. However, Diversified Bond'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 8.91 | Real 8.95 | Hype 8.91 | Naive 8.94 |
The real value of Diversified Mutual Fund, also known as its intrinsic value, is the underlying worth of Diversified Bond Mutual Fund, which is reflected in its stock price. It is based on Diversified Bond's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Diversified Bond'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 Diversified Bond'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 Diversified Bond Fund helps investors to forecast how Diversified 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 Diversified Bond more accurately as focusing exclusively on Diversified Bond's fundamentals will not take into account other important factors: Diversified Bond Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Diversified Bond's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Diversified Bond Fund, and traders can use it to determine the average amount a Diversified Bond'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 = -0.0846
Best Portfolio | Best Equity | |||
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Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns | CDBCX |
Estimated Market Risk
0.41 actual daily | 3 97% of assets are more volatile |
Expected Return
-0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
-0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Diversified Bond 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 Diversified Bond by adding Diversified Bond to a well-diversified portfolio.
Diversified Bond Fundamentals Growth
Diversified Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Diversified Bond, and Diversified Bond 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 Diversified Mutual Fund performance.
Total Asset | 7.7 M | |||
About Diversified Bond Performance
To evaluate Diversified Bond Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Diversified Bond generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Diversified Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Diversified Bond market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Diversified's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
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 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.Things to note about Diversified Bond performance evaluation
Checking the ongoing alerts about Diversified Bond for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Diversified Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Diversified Bond generated a negative expected return over the last 90 days | |
Diversified Bond generated five year return of -1.0% | |
This fund holds about 5.08% of its assets under management (AUM) in fixed income securities |
- Analyzing Diversified Bond'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 Diversified Bond's stock is overvalued or undervalued compared to its peers.
- Examining Diversified Bond'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 Diversified Bond's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Diversified Bond's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Diversified Bond's mutual fund. These opinions can provide insight into Diversified Bond's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Diversified Bond Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Diversified Bond information on this page should be used as a complementary analysis to other Diversified Bond's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.