Bond Fund Financial Statements From 2010 to 2024
| BFAFX Fund | USD 10.99 0.03 0.27% |
Check Bond Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Bond main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Bond financial statements analysis is a perfect complement when working with Bond Fund Valuation or Volatility modules.
Bond |
Bond Fund Of Mutual Fund Three Year Return Analysis
Bond Fund's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Bond Fund Three Year Return | (3.59) % |
Most of Bond Fund's fundamental indicators, such as Three 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, Bond Fund Of is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Bond Fund Of has a Three Year Return of -3.5875%. This is 303.84% lower than that of the American Funds family and significantly lower than that of the Intermediate Core Bond category. The three year return for all United States funds is notably higher than that of the company.
Bond Fund Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Bond Fund's current stock value. Our valuation model uses many indicators to compare Bond Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Bond Fund competition to find correlations between indicators driving Bond Fund's intrinsic value. More Info.Bond Fund Of is the top fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 790.80 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Bond Fund by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Bond Fund'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 Bond Fund's earnings, one of the primary drivers of an investment's value.About Bond Fund Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Bond Fund income statement, its balance sheet, and the statement of cash flows. Bond Fund investors use historical funamental indicators, such as Bond Fund's revenue or net income, to determine how well the company is positioned to perform in the future. Although Bond Fund investors may use each financial statement separately, they are all related. The changes in Bond Fund's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Bond Fund's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Bond Fund Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Bond Fund. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its assets in bonds and other debt securities, which may be represented by derivatives. It invests at least 60 percent of its assets in debt securities rated A3 or better or A- or better by Nationally Recognized Statistical Ratings Organizations designated by the funds investment adviser, or in debt securities that are unrated but determined to be of equivalent quality by the funds investment adviser, and in U.S. government securities, money market instruments, cash or cash equivalents.
Pair Trading with Bond Fund
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 Bond Fund 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 Bond Fund will appreciate offsetting losses from the drop in the long position's value.Moving together with Bond Mutual Fund
| 0.9 | FPPPX | American Funds Prese | PairCorr |
The ability to find closely correlated positions to Bond Fund could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Bond Fund 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 Bond Fund - 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 Bond Fund Of to buy it.
The correlation of Bond Fund 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 Bond Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Bond Fund 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 Bond Fund 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.Check out the analysis of Bond Fund Correlation against competitors. Note that the Bond Fund information on this page should be used as a complementary analysis to other Bond Fund'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 Transaction History module to view history of all your transactions and understand their impact on performance.