Diversified Bond Financial Statements From 2010 to 2024
| CDBCX Fund | USD 8.91 0.01 0.11% |
Check Diversified Bond financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Diversified main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Diversified financial statements analysis is a perfect complement when working with Diversified Bond Valuation or Volatility modules.
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Diversified Bond Fund Mutual Fund Three Year Return Analysis
Diversified Bond'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 Diversified Bond Three Year Return | (4.86) % |
Most of Diversified Bond'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, Diversified Bond Fund 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, Diversified Bond Fund has a Three Year Return of -4.858%. This is 291.26% lower than that of the American Century Investments 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.
Diversified Bond Fundamental Drivers Relationships
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. You can analyze the relationship between different fundamental ratios across Diversified Bond competition to find correlations between indicators driving Diversified Bond's intrinsic value. More Info.Diversified Bond Fund 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 1,575 of Year To Date Return per Annual Yield. 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.About Diversified Bond Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Diversified Bond income statement, its balance sheet, and the statement of cash flows. Diversified Bond investors use historical funamental indicators, such as Diversified Bond's revenue or net income, to determine how well the company is positioned to perform in the future. Although Diversified Bond investors may use each financial statement separately, they are all related. The changes in Diversified Bond's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Diversified Bond'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 Diversified Bond Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Diversified Bond. Please read more on our technical analysis and fundamental analysis pages.
The investment seeks a high level of income by investing in non-money market debt securities. American Century is traded on NASDAQ Exchange in the United States.
Pair Trading with Diversified Bond
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.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.Check out the analysis of Diversified Bond Correlation against competitors. 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 Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.