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ackRock quote and profile

 
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16.87
  
FUND
0.00  No Change   0.00%  
May 20 2013 

Diversification Suggestion

Use ackRock to protect against small markets fluctuations. The fund experiences stable pattern. Watch out for signals
Analyze ackRock Municipal Bond Trend or Check current 30 days ackRock correlation with market (S&P 500)
1 Month Beta -0.17  
Highest Price:  
Lowest Price:  
17.07  
16.84  
May 01 2013 
May 14 2013 
As returns on market increase, returns on owning ackRock are expected to decrease at a much smaller rate. During bear market, ackRock is likely to outperform the market.
ackRock Municipal Bond Investme Almost negative betaackRock Municipal Bond Beta Legend
XBIEX United States NASDAQ
ackRock Municipal Bond Investme
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees17
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States Russel   0.40 % Macroaxis: 0.4 Moved Up  
 
 United States NYSE   0.29 % Macroaxis: 0.29 Moved Up  
 
 thisGreen XBIEX XBIEX agains markets  0.00 % No Change  
 United States SP 500   0.05 % Macroaxis: 0.05 Moved Down  
 
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ackRock Leadership

Frank Fabozzi Independent Trustee
W Kester Independent Trustee, MBA
Robert Hubbard Independent Trustee, Ph.D
Brian Kindelan Chief Compliance Officer, Anti-Money Laundering Officer
Michael Castellano Independent Trustee
Jay Fife Treasurer
Richard Cavanagh Independent Chairman of the Board of Trustees
Neal Andrews CFO

ackRock correlation with market

Very good diversification
Overlapping area represents amount of risk that can be diversified away by holding ackRock Municipal Bond Investm and equity matching GSPC index in the same portfolio

ackRock Performance

Price Growth (%)  
Market   ackRock   
 

ackRock 30-Days Risk-Return Take

If you would invest  1,691  in ackRock Municipal Bond Investme on April 20, 2013 and sell it today you would lose (4.00) from holding ackRock Municipal Bond Investme or give up 0.24% of portfolio value over 30 days. ackRock Municipal Bond Investme is currently producing negative expected returns and takes up 0.22% volatility of returns over 30 trading days. Put another way, 2% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
Daily Expected Return (%)
 
Risk [Daily Volatility] (%)
Assuming 30 trading days horizon, ackRock Municipal Bond Investme is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 2.55 times less risky than the market. the firm trades about -0.09 of its potential returns per unit of risk. The S&P 500 is currently generating roughly 0.59 of returns per unit of risk over similar time horizon.
Past Market
Over 30
Days
0
Out Of
100
 
Chance of
Less
Than
33 %
 
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ackRock Research Report

ackRock vs. PIMCO

Correlation analysis and fundamentals comparison between ackRock Municipal Bond and PIMCO Total Return Instl

ackRock vs Competition

ackRock vs. PIMCO Total Return Instl
ackRock vs. PIMCO Total Return B
ackRock vs. PIMCO Total Return Admin
ackRock vs. PIMCO Total Return C
ackRock vs. PIMCO Total Return D
ackRock vs. PIMCO Total Return R
ackRock vs. PIMCO Total Return A
ackRock vs. PIMCO Total Return P
ackRock vs. Vanguard Total Stock Mkt Idx Adm
ackRock vs. Vanguard Total Stock Mkt Idx Signal

ackRock May 20 2013 Opportunity Range

Downside Deviation0.3208
Information Ratio(1.61)
Maximum Drawdown0.9423
Value At Risk(0.29)
Potential Upside0.2361

 
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