Ibmh Etf Fundamentals
IBMH fundamentals help investors to digest information that contributes to IBMH's financial success or failures. It also enables traders to predict the movement of IBMH Etf. The fundamental analysis module provides a way to measure IBMH's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to IBMH etf.
IBMH |
IBMH ETF One Year Return Analysis
IBMH's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current IBMH One Year Return | 1.17 % |
Most of IBMH's fundamental indicators, such as One 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, IBMH is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionBased on the recorded statements, IBMH has an One Year Return of 1.17%. This is 80.72% lower than that of the iShares family and significantly higher than that of the Municipals category. The one year return for all United States etfs is notably lower than that of the firm.
IBMH One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses IBMH's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of IBMH could also be used in its relative valuation, which is a method of valuing IBMH by comparing valuation metrics of similar companies.IBMH is rated below average in one year return as compared to similar ETFs.
Fund Asset Allocation for IBMH
.Asset allocation divides IBMH's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
IBMH Fundamentals
| Number Of Employees | 284 | |||
| Total Asset | 262.15 M | |||
| One Year Return | 1.17 % | |||
| Three Year Return | 0.54 % | |||
| Five Year Return | 1.06 % | |||
| Net Asset | 12.53 M | |||
| Last Dividend Paid | 0.025 | |||
| Bond Positions Weight | 57.16 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards IBMH in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, IBMH's short interest history, or implied volatility extrapolated from IBMH options trading.
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The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in population. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Other Tools for IBMH Etf
When running IBMH's price analysis, check to measure IBMH's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IBMH is operating at the current time. Most of IBMH's value examination focuses on studying past and present price action to predict the probability of IBMH's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IBMH's price. Additionally, you may evaluate how the addition of IBMH to your portfolios can decrease your overall portfolio volatility.
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