Intermediate Bond Fund Buy Hold or Sell Recommendation

CBOFX Fund  USD 12.41  0.01  0.08%   
Assuming the 90 days horizon and your slightly conservative level of risk, our recommendation regarding Intermediate Bond Fund is 'Strong Sell'. Macroaxis provides Intermediate Bond buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CBOFX positions. The advice algorithm takes into account all of Intermediate Bond's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Intermediate Bond's buy or sell advice are summarized below:
Real Value
11.42
Hype Value
12.41
Market Value
12.41
Naive Value
12.37
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Intermediate Bond Fund given historical horizon and risk tolerance towards Intermediate Bond. When Macroaxis issues a 'buy' or 'sell' recommendation for Intermediate Bond Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Intermediate Bond Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Intermediate and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Intermediate Bond Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census.

Execute Intermediate Bond Buy or Sell Advice

The Intermediate recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Intermediate Bond Fund. Macroaxis does not own or have any residual interests in Intermediate Bond Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Intermediate Bond's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Intermediate BondBuy Intermediate Bond
Strong Sell

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Intermediate Bond Fund has a Mean Deviation of 0.2086, Semi Deviation of 0.2409, Standard Deviation of 0.2718, Variance of 0.0739, Downside Variance of 0.0861 and Semi Variance of 0.058
Our advice tool can cross-verify current analyst consensus on Intermediate Bond and to analyze the fund potential to grow in the current economic cycle. Please utilize Intermediate Bond Fund total asset, five year return, as well as the relationship between the Five Year Return and bond positions weight to make buy, hold, or sell decision on Intermediate Bond.

Intermediate Bond Trading Alerts and Improvement Suggestions

Intermediate Bond generated a negative expected return over the last 90 days
The fund generated three year return of -1.0%
Intermediate Bond Fund holds about 7.74% of its assets under management (AUM) in fixed income securities

Intermediate Bond Returns Distribution Density

The distribution of Intermediate Bond's historical returns is an attempt to chart the uncertainty of Intermediate Bond's future price movements. The chart of the probability distribution of Intermediate Bond daily returns describes the distribution of returns around its average expected value. We use Intermediate Bond Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Intermediate Bond returns is essential to provide solid investment advice for Intermediate Bond.
Mean Return
0.01
Value At Risk
-0.4
Potential Upside
0.33
Standard Deviation
0.27
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Intermediate Bond historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Intermediate Bond Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Intermediate Bond or American Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Intermediate Bond's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Intermediate fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.02
β
Beta against NYSE Composite-0.17
σ
Overall volatility
0.27
Ir
Information ratio -0.47

Intermediate Bond Volatility Alert

Intermediate Bond Fund exhibits very low volatility with skewness of -0.2 and kurtosis of 0.81. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Intermediate Bond's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Intermediate Bond's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Intermediate Bond Fundamentals Vs Peers

Comparing Intermediate Bond's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Intermediate Bond's direct or indirect competition across all of the common fundamentals between Intermediate Bond and the related equities. This way, we can detect undervalued stocks with similar characteristics as Intermediate Bond or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Intermediate Bond's fundamental indicators could also be used in its relative valuation, which is a method of valuing Intermediate Bond by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Intermediate Bond to competition
FundamentalsIntermediate BondPeer Average
Annual Yield0 %0.29 %
Year To Date Return0.16 %0.39 %
One Year Return1.28 %4.15 %
Three Year Return(1.07) %3.60 %
Five Year Return1.22 %3.24 %
Ten Year Return2.43 %1.79 %
Net Asset17.7 B4.11 B
Last Dividend Paid0.020.65
Cash Position Weight2.31 %10.61 %
Bond Positions Weight7.74 %11.24 %

Intermediate Bond Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Intermediate . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Intermediate Bond Buy or Sell Advice

When is the right time to buy or sell Intermediate Bond Fund? Buying financial instruments such as Intermediate Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Intermediate 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?

Run Financials Thematic Idea Now

Financials
Financials Theme
Companies that provide financial services to business or retail customers. The Financials theme has 20 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Financials Theme or any other thematic opportunities.
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Check out Intermediate Bond Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note that the Intermediate Bond Fund information on this page should be used as a complementary analysis to other Intermediate 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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

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Please note, there is a significant difference between Intermediate Bond's value and its price as these two are different measures arrived at by different means. Investors typically determine if Intermediate Bond is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Intermediate Bond'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.