BFACX Mutual Fund Manager Performance Evaluation

BFACX -  USA Fund  

USD 13.60  0.08  0.59%

The fund shows a Beta (market volatility) of -0.0232, which signifies not very significant fluctuations relative to the market. Let's try to break down what BFACX's beta means in this case. As returns on the market increase, returns on owning Bond Fund are expected to decrease at a much lower rate. During the bear market, Bond Fund is likely to outperform the market. Although it is extremely important to respect Bond Fund historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy in foreseeing future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Bond Fund technical indicators, you can presently evaluate if the expected return of 0.0121% will be sustainable into the future.

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 BFACX Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in The Bond Fund are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Bond Fund is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low13.31
Fifty Two Week High14.22
Annual Report Expense Ratio1.32%

Bond Fund Relative Risk vs. Return Landscape

If you would invest  1,350  in The Bond Fund on June 28, 2021 and sell it today you would earn a total of  10.00  from holding The Bond Fund or generate 0.74% return on investment over 90 days. The Bond Fund is currently producing 0.0121% returns and takes up 0.1898% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than BFACX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Bond Fund is expected to generate 2.12 times less return on investment than the market. But when comparing it to its historical volatility, the company is 3.88 times less risky than the market. It trades about 0.06 of its potential returns per unit of risk. The DOW is currently generating roughly 0.03 of returns per unit of risk over similar time horizon.

Bond Fund Current Valuation

Fairly Valued
Today
13.60
26th of September 2021
Share
Please note that Bond Fund's price fluctuation is very steady at this time.
Bond Fund shows a prevailing Real Value of $13.59 per share. The current price of the fund is $13.6. At this time, the entity appears to be fairly valued. We determine the value of Bond Fund from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued instruments and dropping overvalued instruments since, at some point, stock prices and their ongoing real values will blend.
Our valuation method for The Bond Fund is useful when determining the fair value of the BFACX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Bond Fund. Since Bond Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of BFACX Mutual Fund. However, Bond Fund's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
13.59
Real Value
13.78
Upside
Estimating the potential upside or downside of The Bond Fund helps investors to forecast how BFACX mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Bond Fund more accurately as focusing exclusively on Bond Fund's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.5313.5913.65
Details
Hype
Prediction
LowEstimated ValueHigh
13.4113.6013.79
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.300.300.30
Details

Bond Fund Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Bond Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Bond Fund, and traders can use it to determine the average amount a Bond Fund's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0637

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Estimated Market Risk
 0.19
  actual daily
 
 1 %
of total potential
 
11
Expected Return
 0.01
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.06
  actual daily
 
 4 %
of total potential
 
44
Based on monthly moving average Bond Fund is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Bond Fund by adding it to a well-diversified portfolio.

About Bond Fund Performance

To evaluate Bond Fund Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Bond Fund generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare BFACX Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Bond Fund stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents BFACX's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
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.

Things to note about Bond Fund

Checking the ongoing alerts about Bond Fund for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Bond Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Bond Fund Alerts

Equity Alerts and Improvement Suggestions

Bond Fund is unlikely to experience financial distress in the next 2 years
The fund holds about 8.61% of its assets under management (AUM) in cash
Continue to Trending Equities. 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 Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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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.