BFAFX Fundamentals

BFAFX -  USA Fund  

USD 13.45  0.02  0.15%

The Bond Fund fundamentals help investors to digest information that contributes to Bond Fund's financial success or failures. It also enables traders to predict the movement of BFAFX Mutual Fund. This fundamental analysis module provides a way for investors to measures Bond Fund's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Bond Fund mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

BFAFX Fundamentals 

 
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BFAFX Five Year Return Analysis

Bond Fund's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Bond Fund Five Year Return

    
  3.94 %  
Most of Bond Fund's fundamental indicators, such as Five 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, The Bond Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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Bond Fund Five Year Return Component Assessment

According to the company disclosure, The Bond Fund has a Five Year Return of 3.94%. This is 166.22% higher than that of the American Funds family and significantly higher than that of the Family category. The five year return for all United States funds is notably lower than that of the firm.

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.
The Bond Fund is fourth largest fund in bond positions weight among similar funds. It is second largest fund in five year return among similar funds reporting about  0.04  of Five Year Return per Bond Positions Weight. The ratio of Bond Positions Weight to Five Year Return for The Bond Fund is roughly  22.61 

BFAFX Net Asset Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Bond Fund's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Bond Fund could also be used in its relative valuation, which is a method of valuing Bond Fund by comparing valuation metrics of similar companies.
Bond Fund is third largest fund in net asset among similar funds.

Fund Asset Allocation for Bond Fund

The fund consists of 89.08% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.
 Value 
      Instrument Type 

BFAFX Fundamentals

About Bond Fund Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze The Bond Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Bond Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of The Bond Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks to provide as high a level of current income as is consistent with the preservation of capital. Bond Fund is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Bond Fund without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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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.

Bond Fund Pair Correlation

Equities Pair Trading Analysis

Correlation analysis and pair trading evaluation for Bond Fund and Vanguard Total Bond. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
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Continue to Bond Fund Piotroski F Score and Bond Fund Altman Z Score analysis. 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 Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.

Complementary Tools for BFAFX Mutual Fund analysis

When running Bond Fund price analysis, check to measure Bond Fund'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 Bond Fund is operating at the current time. Most of Bond Fund's value examination focuses on studying past and present price action to predict the probability of Bond Fund's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Bond Fund's price. Additionally, you may evaluate how the addition of Bond Fund to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Bond Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine Bond Fund value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Bond Fund's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.