Ibmi Etf Fundamentals
IBMI fundamentals help investors to digest information that contributes to IBMI's financial success or failures. It also enables traders to predict the movement of IBMI Etf. The fundamental analysis module provides a way to measure IBMI'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 IBMI etf.
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IBMI ETF One Year Return Analysis
IBMI'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 IBMI One Year Return | 1.06 % |
Most of IBMI'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, IBMI 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, IBMI has an One Year Return of 1.06%. This is much higher than that of the iShares family and significantly higher than that of the One Year Return category. The one year return for all United States etfs is notably lower than that of the firm.
IBMI One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses IBMI'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 IBMI could also be used in its relative valuation, which is a method of valuing IBMI by comparing valuation metrics of similar companies.IBMI is currently under evaluation in one year return as compared to similar ETFs.
Fund Asset Allocation for IBMI
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds.Asset allocation divides IBMI'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.
IBMI Fundamentals
| Number Of Employees | 307 | |||
| Total Asset | 302.31 M | |||
| One Year Return | 1.06 % | |||
| Three Year Return | 1.09 % | |||
| Five Year Return | 1.36 % | |||
| Net Asset | 302.31 M | |||
| Last Dividend Paid | 0.013 | |||
| Bond Positions Weight | 22.99 % |
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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 Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Other Tools for IBMI Etf
When running IBMI's price analysis, check to measure IBMI'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 IBMI is operating at the current time. Most of IBMI's value examination focuses on studying past and present price action to predict the probability of IBMI's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IBMI's price. Additionally, you may evaluate how the addition of IBMI to your portfolios can decrease your overall portfolio volatility.
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