Diversified Bond Net Asset vs. Ten Year Return
| CDBCX Fund | USD 8.91 0.07 0.78% |
For Diversified Bond profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Diversified Bond to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Diversified Bond Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Diversified Bond's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Diversified Bond Fund over time as well as its relative position and ranking within its peers.
Diversified |
Diversified Bond Ten Year Return vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Diversified Bond's current stock value. Our valuation model uses many indicators to compare Diversified Bond value to that of its competitors to determine the firm's financial worth. Diversified Bond Fund is the top fund in net asset among similar funds. It is the top fund in ten year return among similar funds . The ratio of Net Asset to Ten Year Return for Diversified Bond Fund is about 2,446,339,768 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Diversified Bond by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Diversified 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. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Diversified Bond's earnings, one of the primary drivers of an investment's value.Diversified Ten Year Return vs. Net Asset
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Diversified Bond |
| = | 6.34 B |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Diversified Bond |
| = | 2.59 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Diversified Ten Year Return Comparison
Diversified Bond is currently under evaluation in ten year return among similar funds.
Diversified Bond Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Diversified Bond, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Diversified Bond will eventually generate negative long term returns. The profitability progress is the general direction of Diversified Bond's change in net profit over the period of time. It can combine multiple indicators of Diversified Bond, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
Diversified Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Diversified Bond. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Diversified Bond position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Diversified Bond's important profitability drivers and their relationship over time.
Use Diversified Bond in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Diversified Bond position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Diversified Bond will appreciate offsetting losses from the drop in the long position's value.Diversified Bond Pair Trading
Diversified Bond Fund Pair Trading Analysis
The ability to find closely correlated positions to Diversified Bond could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Diversified Bond when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Diversified Bond - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Diversified Bond Fund to buy it.
The correlation of Diversified Bond is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Diversified Bond moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Diversified Bond moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Diversified Bond can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Diversified Bond position
In addition to having Diversified Bond in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out Trending Equities. 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 Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
To fully project Diversified Bond's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Diversified Bond at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Diversified Bond's income statement, its balance sheet, and the statement of cash flows.